The scheme seeks to provide long term capital growth by investing predominantly in JPMorgan Funds - US Technology Fund, an equity fund which invests primarily in US technology companies with strong fundamentals.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Bharat Lahoti
Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Edelweiss US Technology Equity FoF is ₹38.21 as of 2026-08-27.
Edelweiss US Technology Equity FoF is classified as a International fund.
The Assets Under Management (AUM) of Edelweiss US Technology Equity FoF is ₹4,091.56 Cr.
The expense ratio of Edelweiss US Technology Equity FoF is 1.54%.
Edelweiss US Technology Equity FoF is managed by Bharat Lahoti.
The minimum SIP investment for Edelweiss US Technology Equity FoF is ₹100.
The exit load for Edelweiss US Technology Equity FoF is 1%.
As per the SEBI Riskometer, Edelweiss US Technology Equity FoF carries a Very High risk level.
Edelweiss US Technology Equity FoF has delivered 28.49% (1Y), 30.07% (3Y) and 14.5% (5Y) annualised returns as of 2026-08-27.
Edelweiss US Technology Equity FoF was launched on 2008-04-30.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
