Edelweiss Technology Fund Regular Growth
EquitySector - TechnologyVery High Risk
Regular
NAV (26-Mar-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹620 Cr
Expense Ratio
2.33%
ISIN
INF754K01SG1
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
05 Mar 2024
About this fund
As of 26-Mar-25, it has a Net Asset Value (NAV) of ₹10.50, Assets Under Management (AUM) of 620.35 Crores, and an expense ratio of 2.33%.
- Edelweiss Technology Fund Regular Growth has given a CAGR return of 4.68% since inception.
- The fund's asset allocation comprises around 97.71% in equities, 0.00% in debts, and 2.29% in cash & cash equivalents.
- You can start investing in Edelweiss Technology Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+6.66%
+8.55% (Cat Avg.)
Since Inception
+4.68%
— (Cat Avg.)
Portfolio Summaryas of 28th February 2025
| Equity | ₹606.16 Cr | 97.71% |
| Others | ₹14.19 Cr | 2.29% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Bharti Airtel Ltd | Equity | ₹59.38 Cr | 9.57% |
| Infosys Ltd | Equity | ₹54.5 Cr | 8.79% |
| Apple Inc | Equity | ₹43.54 Cr | 7.02% |
| Microsoft Corp | Equity | ₹36.26 Cr | 5.84% |
| NVIDIA Corp | Equity | ₹36.18 Cr | 5.83% |
| Tech Mahindra Ltd | Equity | ₹35.91 Cr | 5.79% |
| HCL Technologies Ltd | Equity | ₹35.35 Cr | 5.70% |
| Persistent Systems Ltd | Equity | ₹22.98 Cr | 3.70% |
| Tata Consultancy Services Ltd | Equity | ₹17.63 Cr | 2.84% |
| Zomato Ltd | Equity | ₹16.77 Cr | 2.70% |
| LTIMindtree Ltd | Equity | ₹16.17 Cr | 2.61% |
| PB Fintech Ltd | Equity | ₹15.85 Cr | 2.56% |
| Zensar Technologies Ltd | Equity | ₹14.54 Cr | 2.34% |
| Mphasis Ltd | Equity | ₹14.46 Cr | 2.33% |
| Coforge Ltd | Equity | ₹14.31 Cr | 2.31% |
| Clearing Corporation Of India Ltd. | Cash - Repurchase Agreement | ₹13.68 Cr | 2.21% |
| Broadcom Inc | Equity | ₹11.22 Cr | 1.81% |
| Dixon Technologies (India) Ltd | Equity | ₹9.88 Cr | 1.59% |
| Cyient Ltd | Equity | ₹9.08 Cr | 1.46% |
| TeamLease Services Ltd | Equity | ₹9.03 Cr | 1.46% |
| Home First Finance Co India Ltd --- | Equity | ₹8.43 Cr | 1.36% |
| Birlasoft Ltd | Equity | ₹8.2 Cr | 1.32% |
| JSW Energy Ltd | Equity | ₹7.24 Cr | 1.17% |
| Larsen & Toubro Ltd | Equity | ₹7.16 Cr | 1.15% |
| Sona BLW Precision Forgings Ltd | Equity | ₹6.41 Cr | 1.03% |
| Oracle Financial Services Software Ltd | Equity | ₹5.25 Cr | 0.85% |
| Rategain Travel Technologies Ltd | Equity | ₹4.97 Cr | 0.80% |
| Tata Motors Ltd | Equity | ₹4.64 Cr | 0.75% |
| KPIT Technologies Ltd | Equity | ₹4.63 Cr | 0.75% |
| Tejas Networks Ltd | Equity | ₹4.18 Cr | 0.67% |
| TBO Tek Ltd | Equity | ₹3.99 Cr | 0.64% |
| Cyient DLM Ltd | Equity | ₹3.81 Cr | 0.61% |
| Data Patterns (India) Ltd | Equity | ₹3.8 Cr | 0.61% |
| Salesforce Inc | Equity | ₹3.36 Cr | 0.54% |
| ABB India Ltd | Equity | ₹3.33 Cr | 0.54% |
| Oracle Corp | Equity | ₹3.3 Cr | 0.53% |
| Cisco Systems Inc | Equity | ₹2.87 Cr | 0.46% |
| International Business Machines Corp | Equity | ₹2.84 Cr | 0.46% |
| Accenture PLC Class A | Equity | ₹2.68 Cr | 0.43% |
| Adobe Inc | Equity | ₹2.37 Cr | 0.38% |
| ServiceNow Inc | Equity | ₹2.35 Cr | 0.38% |
| Palantir Technologies Inc Ordinary Shares - Class A | Equity | ₹2.23 Cr | 0.36% |
| Texas Instruments Inc | Equity | ₹2.2 Cr | 0.35% |
| Qualcomm Inc | Equity | ₹2.15 Cr | 0.35% |
| Intuit Inc | Equity | ₹2.06 Cr | 0.33% |
| Advanced Micro Devices Inc | Equity | ₹1.98 Cr | 0.32% |
| Netweb Technologies India Ltd | Equity | ₹1.72 Cr | 0.28% |
| Applied Materials Inc | Equity | ₹1.6 Cr | 0.26% |
| Palo Alto Networks Inc | Equity | ₹1.51 Cr | 0.24% |
| Analog Devices Inc | Equity | ₹1.4 Cr | 0.23% |
| Micron Technology Inc | Equity | ₹1.27 Cr | 0.21% |
| Intel Corp | Equity | ₹1.25 Cr | 0.20% |
| Lam Research Corp | Equity | ₹1.22 Cr | 0.20% |
| KLA Corp | Equity | ₹1.16 Cr | 0.19% |
| CrowdStrike Holdings Inc Class A | Equity | ₹1.15 Cr | 0.19% |
| Arista Networks Inc | Equity | ₹1.12 Cr | 0.18% |
| Amphenol Corp Class A | Equity | ₹0.98 Cr | 0.16% |
| Motorola Solutions Inc | Equity | ₹0.9 Cr | 0.15% |
| Synopsys Inc | Equity | ₹0.86 Cr | 0.14% |
| Fortinet Inc | Equity | ₹0.84 Cr | 0.13% |
| Cadence Design Systems Inc | Equity | ₹0.84 Cr | 0.13% |
| Dell Technologies Inc Ordinary Shares - Class C | Equity | ₹0.83 Cr | 0.13% |
| Roper Technologies Inc | Equity | ₹0.77 Cr | 0.12% |
| Autodesk Inc | Equity | ₹0.72 Cr | 0.12% |
| NXP Semiconductors NV | Equity | ₹0.65 Cr | 0.10% |
| TE Connectivity PLC Registered Shares | Equity | ₹0.57 Cr | 0.09% |
| Fair Isaac Corp | Equity | ₹0.56 Cr | 0.09% |
| Cognizant Technology Solutions Corp Class A | Equity | ₹0.51 Cr | 0.08% |
| Net Receivables/(Payables) | Cash - Collateral | ₹0.5 Cr | 0.08% |
| Corning Inc | Equity | ₹0.48 Cr | 0.08% |
| Gartner Inc | Equity | ₹0.46 Cr | 0.07% |
| Microchip Technology Inc | Equity | ₹0.38 Cr | 0.06% |
| HP Inc | Equity | ₹0.36 Cr | 0.06% |
| Ansys Inc | Equity | ₹0.36 Cr | 0.06% |
| Monolithic Power Systems Inc | Equity | ₹0.35 Cr | 0.06% |
| Keysight Technologies Inc | Equity | ₹0.34 Cr | 0.05% |
| Tyler Technologies Inc | Equity | ₹0.32 Cr | 0.05% |
| Hewlett Packard Enterprise Co | Equity | ₹0.31 Cr | 0.05% |
| CDW Corp | Equity | ₹0.29 Cr | 0.05% |
| NetApp Inc | Equity | ₹0.25 Cr | 0.04% |
| ON Semiconductor Corp | Equity | ₹0.25 Cr | 0.04% |
| First Solar Inc | Equity | ₹0.17 Cr | 0.03% |
| Accrued Interest | Cash - Collateral | ₹0 Cr | 0.00% |
| Tata Communications Ltd | Equity | ₹0 Cr | 0.00% |
Allocation By Market Cap (Equity)
Large Cap Stocks
41.60%
Mid Cap Stocks
15.11%
Small Cap Stocks
11.57%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Technology | ₹451.05 Cr | 72.71% |
| Communication Services | ₹59.38 Cr | 9.57% |
| Industrials | ₹32.4 Cr | 5.22% |
| Consumer Cyclical | ₹31.81 Cr | 5.13% |
| Financial Services | ₹24.28 Cr | 3.91% |
| Utilities | ₹7.24 Cr | 1.17% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
19.98%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.15
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
0.23
Higher the better
Fund Managers
Sumanta Khan
Since April 2024
Amit Vora
Since March 2024
Trideep Bhattacharya
Since March 2024
Raj Koradia
Since August 2024
Additional Scheme Detailsas of 28th February 2025
ISIN INF754K01SG1 | Expense Ratio 2.33% | Exit Load 1.00% | Fund Size ₹620 Cr | Age 1 year | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark BSE TECK TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Sector - Technology Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Kotak Nifty IT ETF Very High Risk | 0.1% | - | ₹158.65 Cr | 10.3% |
| Aditya Birla Sun Life Nifty IT ETF Very High Risk | 0.1% | - | ₹30.04 Cr | 10.0% |
| Axis NIFTY IT ETF Very High Risk | 0.2% | - | ₹176.96 Cr | 10.1% |
| ICICI Prudential Technology Regular Growth Very High Risk | 1.8% | 1.0% | ₹12511.36 Cr | 10.0% |
| Franklin India Technology Fund Regular Growth Very High Risk | 2.0% | 1.0% | ₹1785.91 Cr | 4.8% |
| Nippon India ETF Nifty IT Very High Risk | 0.2% | - | ₹1975.25 Cr | 10.2% |
| Aditya Birla Sun Life Digital India Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹4576.43 Cr | 2.8% |
| Tata Digital India Fund Regular Growth Very High Risk | 1.7% | 0.0% | ₹11068.17 Cr | 7.9% |
| Tata Digital India Fund Direct Growth Very High Risk | 0.4% | 0.0% | ₹11068.17 Cr | 9.3% |
| Franklin India Technology Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹1785.91 Cr | 5.9% |
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
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What is the current NAV of Edelweiss Technology Fund Regular Growth?
What is the portfolio composition of Edelweiss Technology Fund Regular Growth?
Who manages the Edelweiss Technology Fund Regular Growth?
- Sumanta Khan
- Amit Vora
- Trideep Bhattacharya
- Raj Koradia
Track & Analyse all your investments in one place
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Identify potential risks in your portfolio and learn to fix them
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Edelweiss Technology Fund Regular Growth
EquitySector - TechnologyVery High Risk
Regular
NAV (26-Mar-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹620 Cr
Expense Ratio
2.33%
ISIN
INF754K01SG1
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
05 Mar 2024
Risk Level
Your principal amount will be at Very High Risk
About this fund
As of 26-Mar-25, it has a Net Asset Value (NAV) of ₹10.50, Assets Under Management (AUM) of 620.35 Crores, and an expense ratio of 2.33%.
- Edelweiss Technology Fund Regular Growth has given a CAGR return of 4.68% since inception.
- The fund's asset allocation comprises around 97.71% in equities, 0.00% in debts, and 2.29% in cash & cash equivalents.
- You can start investing in Edelweiss Technology Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+6.66%
+8.55% (Cat Avg.)
Since Inception
+4.68%
— (Cat Avg.)
Portfolio Summaryas of 28th February 2025
| Equity | ₹606.16 Cr | 97.71% |
| Others | ₹14.19 Cr | 2.29% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Bharti Airtel Ltd | Equity | ₹59.38 Cr | 9.57% |
| Infosys Ltd | Equity | ₹54.5 Cr | 8.79% |
| Apple Inc | Equity | ₹43.54 Cr | 7.02% |
| Microsoft Corp | Equity | ₹36.26 Cr | 5.84% |
| NVIDIA Corp | Equity | ₹36.18 Cr | 5.83% |
| Tech Mahindra Ltd | Equity | ₹35.91 Cr | 5.79% |
| HCL Technologies Ltd | Equity | ₹35.35 Cr | 5.70% |
| Persistent Systems Ltd | Equity | ₹22.98 Cr | 3.70% |
| Tata Consultancy Services Ltd | Equity | ₹17.63 Cr | 2.84% |
| Zomato Ltd | Equity | ₹16.77 Cr | 2.70% |
| LTIMindtree Ltd | Equity | ₹16.17 Cr | 2.61% |
| PB Fintech Ltd | Equity | ₹15.85 Cr | 2.56% |
| Zensar Technologies Ltd | Equity | ₹14.54 Cr | 2.34% |
| Mphasis Ltd | Equity | ₹14.46 Cr | 2.33% |
| Coforge Ltd | Equity | ₹14.31 Cr | 2.31% |
| Clearing Corporation Of India Ltd. | Cash - Repurchase Agreement | ₹13.68 Cr | 2.21% |
| Broadcom Inc | Equity | ₹11.22 Cr | 1.81% |
| Dixon Technologies (India) Ltd | Equity | ₹9.88 Cr | 1.59% |
| Cyient Ltd | Equity | ₹9.08 Cr | 1.46% |
| TeamLease Services Ltd | Equity | ₹9.03 Cr | 1.46% |
| Home First Finance Co India Ltd --- | Equity | ₹8.43 Cr | 1.36% |
| Birlasoft Ltd | Equity | ₹8.2 Cr | 1.32% |
| JSW Energy Ltd | Equity | ₹7.24 Cr | 1.17% |
| Larsen & Toubro Ltd | Equity | ₹7.16 Cr | 1.15% |
| Sona BLW Precision Forgings Ltd | Equity | ₹6.41 Cr | 1.03% |
| Oracle Financial Services Software Ltd | Equity | ₹5.25 Cr | 0.85% |
| Rategain Travel Technologies Ltd | Equity | ₹4.97 Cr | 0.80% |
| Tata Motors Ltd | Equity | ₹4.64 Cr | 0.75% |
| KPIT Technologies Ltd | Equity | ₹4.63 Cr | 0.75% |
| Tejas Networks Ltd | Equity | ₹4.18 Cr | 0.67% |
| TBO Tek Ltd | Equity | ₹3.99 Cr | 0.64% |
| Cyient DLM Ltd | Equity | ₹3.81 Cr | 0.61% |
| Data Patterns (India) Ltd | Equity | ₹3.8 Cr | 0.61% |
| Salesforce Inc | Equity | ₹3.36 Cr | 0.54% |
| ABB India Ltd | Equity | ₹3.33 Cr | 0.54% |
| Oracle Corp | Equity | ₹3.3 Cr | 0.53% |
| Cisco Systems Inc | Equity | ₹2.87 Cr | 0.46% |
| International Business Machines Corp | Equity | ₹2.84 Cr | 0.46% |
| Accenture PLC Class A | Equity | ₹2.68 Cr | 0.43% |
| Adobe Inc | Equity | ₹2.37 Cr | 0.38% |
| ServiceNow Inc | Equity | ₹2.35 Cr | 0.38% |
| Palantir Technologies Inc Ordinary Shares - Class A | Equity | ₹2.23 Cr | 0.36% |
| Texas Instruments Inc | Equity | ₹2.2 Cr | 0.35% |
| Qualcomm Inc | Equity | ₹2.15 Cr | 0.35% |
| Intuit Inc | Equity | ₹2.06 Cr | 0.33% |
| Advanced Micro Devices Inc | Equity | ₹1.98 Cr | 0.32% |
| Netweb Technologies India Ltd | Equity | ₹1.72 Cr | 0.28% |
| Applied Materials Inc | Equity | ₹1.6 Cr | 0.26% |
| Palo Alto Networks Inc | Equity | ₹1.51 Cr | 0.24% |
| Analog Devices Inc | Equity | ₹1.4 Cr | 0.23% |
| Micron Technology Inc | Equity | ₹1.27 Cr | 0.21% |
| Intel Corp | Equity | ₹1.25 Cr | 0.20% |
| Lam Research Corp | Equity | ₹1.22 Cr | 0.20% |
| KLA Corp | Equity | ₹1.16 Cr | 0.19% |
| CrowdStrike Holdings Inc Class A | Equity | ₹1.15 Cr | 0.19% |
| Arista Networks Inc | Equity | ₹1.12 Cr | 0.18% |
| Amphenol Corp Class A | Equity | ₹0.98 Cr | 0.16% |
| Motorola Solutions Inc | Equity | ₹0.9 Cr | 0.15% |
| Synopsys Inc | Equity | ₹0.86 Cr | 0.14% |
| Fortinet Inc | Equity | ₹0.84 Cr | 0.13% |
| Cadence Design Systems Inc | Equity | ₹0.84 Cr | 0.13% |
| Dell Technologies Inc Ordinary Shares - Class C | Equity | ₹0.83 Cr | 0.13% |
| Roper Technologies Inc | Equity | ₹0.77 Cr | 0.12% |
| Autodesk Inc | Equity | ₹0.72 Cr | 0.12% |
| NXP Semiconductors NV | Equity | ₹0.65 Cr | 0.10% |
| TE Connectivity PLC Registered Shares | Equity | ₹0.57 Cr | 0.09% |
| Fair Isaac Corp | Equity | ₹0.56 Cr | 0.09% |
| Cognizant Technology Solutions Corp Class A | Equity | ₹0.51 Cr | 0.08% |
| Net Receivables/(Payables) | Cash - Collateral | ₹0.5 Cr | 0.08% |
| Corning Inc | Equity | ₹0.48 Cr | 0.08% |
| Gartner Inc | Equity | ₹0.46 Cr | 0.07% |
| Microchip Technology Inc | Equity | ₹0.38 Cr | 0.06% |
| HP Inc | Equity | ₹0.36 Cr | 0.06% |
| Ansys Inc | Equity | ₹0.36 Cr | 0.06% |
| Monolithic Power Systems Inc | Equity | ₹0.35 Cr | 0.06% |
| Keysight Technologies Inc | Equity | ₹0.34 Cr | 0.05% |
| Tyler Technologies Inc | Equity | ₹0.32 Cr | 0.05% |
| Hewlett Packard Enterprise Co | Equity | ₹0.31 Cr | 0.05% |
| CDW Corp | Equity | ₹0.29 Cr | 0.05% |
| NetApp Inc | Equity | ₹0.25 Cr | 0.04% |
| ON Semiconductor Corp | Equity | ₹0.25 Cr | 0.04% |
| First Solar Inc | Equity | ₹0.17 Cr | 0.03% |
| Accrued Interest | Cash - Collateral | ₹0 Cr | 0.00% |
| Tata Communications Ltd | Equity | ₹0 Cr | 0.00% |
Allocation By Market Cap (Equity)
Large Cap Stocks
41.60%
Mid Cap Stocks
15.11%
Small Cap Stocks
11.57%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Technology | ₹451.05 Cr | 72.71% |
| Communication Services | ₹59.38 Cr | 9.57% |
| Industrials | ₹32.4 Cr | 5.22% |
| Consumer Cyclical | ₹31.81 Cr | 5.13% |
| Financial Services | ₹24.28 Cr | 3.91% |
| Utilities | ₹7.24 Cr | 1.17% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
19.98%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.15
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
0.23
Higher the better
Fund Managers
Sumanta Khan
Since April 2024
Amit Vora
Since March 2024
Trideep Bhattacharya
Since March 2024
Raj Koradia
Since August 2024
Additional Scheme Detailsas of 28th February 2025
ISIN INF754K01SG1 | Expense Ratio 2.33% | Exit Load 1.00% | Fund Size ₹620 Cr | Age 1 year | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark BSE TECK TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Sector - Technology Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Kotak Nifty IT ETF Very High Risk | 0.1% | - | ₹158.65 Cr | 10.3% |
| Aditya Birla Sun Life Nifty IT ETF Very High Risk | 0.1% | - | ₹30.04 Cr | 10.0% |
| Axis NIFTY IT ETF Very High Risk | 0.2% | - | ₹176.96 Cr | 10.1% |
| ICICI Prudential Technology Regular Growth Very High Risk | 1.8% | 1.0% | ₹12511.36 Cr | 10.0% |
| Franklin India Technology Fund Regular Growth Very High Risk | 2.0% | 1.0% | ₹1785.91 Cr | 4.8% |
| Nippon India ETF Nifty IT Very High Risk | 0.2% | - | ₹1975.25 Cr | 10.2% |
| Aditya Birla Sun Life Digital India Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹4576.43 Cr | 2.8% |
| Tata Digital India Fund Regular Growth Very High Risk | 1.7% | 0.0% | ₹11068.17 Cr | 7.9% |
| Tata Digital India Fund Direct Growth Very High Risk | 0.4% | 0.0% | ₹11068.17 Cr | 9.3% |
| Franklin India Technology Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹1785.91 Cr | 5.9% |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Edelweiss Technology Fund Regular Growth?
What is the portfolio composition of Edelweiss Technology Fund Regular Growth?
Who manages the Edelweiss Technology Fund Regular Growth?
- Sumanta Khan
- Amit Vora
- Trideep Bhattacharya
- Raj Koradia
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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