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Edelweiss Technology Fund - Regular Plan - Growth is an equity scheme managed by Edelweiss Mutual Fund. It has ranked in the top half of its category for 1 of the last 1 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.35% on assets of ₹691Cr. The fund is currently managed by Mr. Raj Koradia, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 85% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BHARTI AIRTEL LIMITED | Communication Services | 10.33% |
| INFOSYS LIMITED | Technology | 7.16% |
| TECH MAHINDRA LIMITED | Technology | 6.04% |
| MPHASIS LIMITED | Technology | 4.53% |
| ATHER ENERGY PRIVATE LIMITED | Consumer Cyclical | 4.36% |
| HCL TECHNOLOGIES LIMITED | Technology | 3.89% |
| Persistent Systems Ltd | Technology | 3.01% |
| PB FINTECH LIMITED | Financial Services | 2.61% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 1.81% |
| JSW ENERGY LIMITED | Utilities | 1.68% |
| DATA PATTERNS (INDIA) LIMITED | Industrials | 1.56% |
| ZENSAR TECHNOLOGIES LIMITED | Technology | 1.46% |
| HOME FIRST FINANCE COMPANY INDIA LIMITED | Financial Services | 1.39% |
| LARSEN AND TOUBRO LIMITED | Industrials | 1.31% |
| DIXON TECHNOLOGIES (INDIA) LIMITED | Technology | 1.15% |
| SONA BLW PRECISION FORGINGS LIMITED | Consumer Cyclical | 1.14% |
| BIRLASOFT LIMITED | Technology | 1.03% |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED | Technology | 0.95% |
| INDUS TOWERS LIMITED | Communication Services | 0.84% |
| ABB INDIA LIMITED | Industrials | 0.71% |
| NETWEB TECHNOLOGIES INDIA LIMITED | Technology | 0.70% |
| TBO TEK LIMITED | Consumer Cyclical | 0.60% |
| KPIT TECHNOLOGIES LIMITED | Technology | 0.42% |
| Sector | Holdings | Weight |
|---|---|---|
| Information Technology | — | 36.75% |
| Telecommunication | — | 11.17% |
| Automobile and Auto Components | — | 5.50% |
| Financial Services | 2 | 4.00% |
| Consumer Services | — | 3.61% |
| Capital Goods | — | 2.48% |
| Power | — | 1.68% |
| Construction | — | 1.31% |
| Consumer Durables | — | 1.15% |
| Services | — | 0.57% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -5.15% | 0.24% | 2.65% | 6.24% | 16.75% | 77.8% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 45.4% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 4 data points.
| 5Y |
|---|
| Star |
|---|
| SBI TECHNOLOGY OPPORTUNITIES FUND - REGULAR PLAN - GROWTH | SBI Mutual Fund | ₹4,240 Cr | 1.89% | +9.21% | +10.19% | 5★ |
| Tata Digital India Fund-Regular Plan-Growth | Tata Mutual Fund | ₹9,697 Cr | 1.79% | +6.45% | +7.37% | 4★ |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | Aditya Birla Sun Life Mutual Fund | ₹3,799 Cr | 3.11% | +6.02% | +6.99% | 4★ |
| quant Teck Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹232 Cr | 3.08% | — | — | 2★ |
| Kotak Technology Fund - Regular Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹526 Cr | 2.60% | — | — | 1★ |
| Invesco India Technology Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹291 Cr | 2.40% | — | — | 3★ |
| WhiteOak Capital Digital Bharat Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹405 Cr | 2.63% | — | — | 2★ |
| Motilal Oswal Digital India Fund - Regular Plan- Growth | Motilal Oswal Mutual Fund | ₹754 Cr | 2.72% | — | — | 1★ |
| LIC MF Technology Fund-Regular Plan-Growth | LIC Mutual Fund | ₹82 Cr | 2.21% | — | — | — |