How to check the XIRR of Edelweiss Technology Fund - Direct Plan - Growth?

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How to check portfolio overlap for Edelweiss Technology Fund - Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Edelweiss Technology Fund - Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Edelweiss Technology Fund - Direct Plan - Growth

Edelweiss Mutual Fund

Expense Ratio: 0.6

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: BSE Teck TRI

Inception: 14-02-2024

Exit Load: Nil

Fund Size:₹749.39 Cr

Performance

Fund5.35%

Cat. Avg.N/A

Fund4.61%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund10.26%

Cat. Avg.N/A

Fund Facts

Manager(s)

Mr. Raj Koradia

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Bharti Airtel Ltd.	Equity	Listed	Large Cap	Telecom - Services		70.03	9.90%
2	Infosys Ltd.	Equity	Listed	Large Cap	IT - Software		47.96	6.78%
3	Tech Mahindra Ltd.	Equity	Listed	Large Cap	IT - Software		39.79	5.62%
4	NVIDIA CORP	Equity	Foreign		IT-Hardware		37.61	5.32%
5	Ather Energy Ltd.	Equity	Listed	Small Cap	Automobiles		36.79	5.20%
6	Mphasis Ltd.	Equity	Listed	Mid Cap	IT - Software		34.87	4.93%
7	APPLE INC	Equity	Foreign		Software Products		33.57	4.74%
8	Clearing Corporation of India Ltd.	CASH	CCIL		CCIL	5.42%	27.01	3.82%
9	HCL Technologies Ltd.	Equity	Listed	Large Cap	IT - Software		24.05	3.40%
10	Persistent Systems Ltd.	Equity	Listed	Mid Cap	IT - Software		23.13	3.27%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62979	+5.0%	+10.5%
2Y	07 Aug, 24	1.20 L.	1.29 L.	+7.5%	+7.5%
SI	07 Mar, 24	1.45 L.	1.60 L.	+10.1%	+8.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	1.05 L.	+5.3%	+5.3%
2Y	18 Jul, 24	1 L.	1.10 L.	+9.6%	+4.7%
SI	07 Mar, 24	1 L.	1.26 L.	+25.9%	+10.3%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.