The Edelweiss US Technology Equity Fund of Fund is an open-ended fund that invests in JP Morgan-Funds of US Technology companies with strong fundamentals and the scheme uses the benchmark of the Underlying Fund.
Objective: The primary objective of the scheme is to provide long term capital appreciation by predominating investing in JPMorgan Funds –US Technology Fund, an equity fund that invests primarily in US technology companies with strong fundamentals. To meet liquidity requirements from time to time, the scheme may also invest a part of its corpus in money market instruments or units of liquid schemes to meet liquidity requirements from time to time.
Allocation of Assets:
Investment Strategy: This fund provides the investors with an opportunity to invest in securities of the United States of America. The fund follows long term capital appreciation in a well-diversified portfolio of Technologies companies having robust fundamentals. The fund is designed in a way that its mechanism towards risk management thus maximizing potential opportunities and minimize the adverse effects of risk.
Fund Manager: Mr. Bhavesh Jain, Masters in Management Studies (Finance) from the Mumbai University having experience of around 9 years and Mr. Hardik Varma, MBA from NMIMS, Mumbai, and CFA Level 3 along with each other managing the fund.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme. Please refer to read the print versions, notified Gazette copies of Acts/Rules/Regulations for authentic version or for use before any authority. We will not be responsible for any loss to any person/entity caused by any shortcoming, defect or inaccuracy inadvertently.