EDELWEISS US TECHNOLOGY EQUITY Fund of Fund vs Franklin U. S. Opportunities Equity Active Fund of Funds
Direct Plan, Growth option · Data as on 29-10-2026
EDELWEISS US TECHNOLOGY EQUITY Fund of Fund is a Fund of Funds fund and Franklin U. S. Opportunities Equity Active Fund of Funds is a Fund of Funds fund. In the 3 years to 29-10-2026, EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct) returned 33.0% a year and Franklin U. S. Opportunities Equity Active Fund of Funds (Direct) returned 24.9% a year. EDELWEISS US TECHNOLOGY EQUITY Fund of Fund charges 0.72% a year and Franklin U. S. Opportunities Equity Active Fund of Funds 0.53% (Direct plans). Their portfolios overlap 0.0%: they hold 0 of the same securities.
EDELWEISS US TECHNOLOGY EQUITY Fund of Fund
Fund of Funds
- 3 year return
- 33.0%
- Expense ratio
- 0.72%
- NAV
- ₹39.55
Franklin U. S. Opportunities Equity Active Fund of Funds
Fund of Funds
- 3 year return
- 24.9%
- Expense ratio
- 0.53%
- NAV
- ₹102.43
Which is better, EDELWEISS US TECHNOLOGY EQUITY Fund of or Franklin U. S. Opportunities Equity Active Fund of Funds? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- EDELWEISS US TECHNOLOGY EQUITY Fund of returned more over 5 years: 13.7% a year against 8.9%.
- EDELWEISS US TECHNOLOGY EQUITY Fund of returned more over 3 years: 33.0% a year against 24.9%.
- Franklin U. S. Opportunities Equity Active Fund of Funds costs less: 0.53% a year against 0.72% (Direct plans).
- Franklin U. S. Opportunities Equity Active Fund of Funds swung less over 3 years: a standard deviation of 20.0% a year against 27.0%.
- Franklin U. S. Opportunities Equity Active Fund of Funds fell less in its worst fall since 09-03-2020: −38.4% against −45.3%.
- EDELWEISS US TECHNOLOGY EQUITY Fund of holds 96.2% of the fund in foreign stocks; Franklin U. S. Opportunities Equity Active Fund of Funds 95.8%.
- Franklin U. S. Opportunities Equity Active Fund of Funds is the larger fund: ₹6,185 Cr against ₹4,547 Cr.
- Their portfolios overlap 0.0%: 0 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | EDELWEISS US TECHNOLOGY EQUITY Fund of Fund | Franklin U. S. Opportunities Equity Active Fund of Funds |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Franklin Templeton Mutual Fund |
| Category | Fund of Funds | Fund of Funds |
| AUM | ₹4,547 Cr (30-09-2026) | ₹6,185 Cr (30-09-2026) |
| NAV | ₹39.55 (Direct) | ₹102.43 (Direct) |
| Expense ratio (Direct) | 0.72% | 0.53% |
| Expense ratio (Regular) | 1.54% | 1.46% |
| Riskometer | Very High | Not available |
| Benchmark | Russel 1000 Equal Weighted Technology Index | Russell 3000 Growth Index |
| Launch date | 05-03-2020 | 06-02-2012 |
| Minimum investment | Not available | 5000/1 |
| Lock in | None | None |
| Fund managers | Bhavesh Jain, Bharat Lahoti | Sandeep Manam |
| Exit load | • If the units are redeemed / switched out on or before 90 days from the date of allotment – 1.00% • If the units are redeemed / switched out after 90 days from the date of allotment – Nil | 1% if units are redeemed/switched out within one year from the date of allotment |
EDELWEISS US TECHNOLOGY EQUITY Fund of vs Franklin U. S. Opportunities Equity Active Fund of Funds: Returns Comparison
Returns as on 29-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct) | −5.59% | +7.65% | +7.43% | +9.59% | +32.98% | +13.72% | -- |
| Franklin U. S. Opportunities Equity Active Fund of Funds (Direct) | −4.56% | +4.61% | +3.85% | +8.56% | +24.93% | +8.88% | +17.16% |
EDELWEISS US TECHNOLOGY EQUITY Fund of vs Franklin U. S. Opportunities Equity Active Fund of Funds: Year-wise Returns
| Year | EDELWEISS US TECHNOLOGY EQUITY Fund ofEDELWEISS US TECHNOLOGY EQUITY Fund of | Franklin U. S. Opportunities Equity Active Fund of FundsFranklin U. S. Opportunities Equity Active Fund of Funds |
|---|---|---|
| 2026to date | +14.26% | +12.00% |
| 2025 | +25.57% | +12.40% |
| 2024 | +29.97% | +28.36% |
| 2023 | +67.00% | +39.26% |
| 2022 | −38.57% | −29.62% |
| 2021 | +15.12% | +19.10% |
EDELWEISS US TECHNOLOGY EQUITY Fund of vs Franklin U. S. Opportunities Equity Active Fund of Funds: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 857 of them, one for each trading day from 09-03-2023 to 29-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct)
Franklin U. S. Opportunities Equity Active Fund of Funds (Direct)
to
Jun 2023Feb 2021
to
Feb 2024Sept 2021
to
Sept 2024May 2022
to
May 2025Dec 2022
to
Dec 2025Jul 2023
to
Jul 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EDELWEISS US TECHNOLOGY EQUITY Fund of | 0.0 | 5.1 | 27.1 | 17.4 | 5.1 | 5.3 | 40.0 | 19.4% | 15.2% | 1.2% | 42.4% |
| Franklin U. S. Opportunities Equity Active Fund of Funds | 0.0 | 10.1 | 36.1 | 9.6 | 7.0 | 26.1 | 11.1 | 14.2% | 11.2% | 1.4% | 28.3% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 09-03-2020. Past returns do not promise future returns.
EDELWEISS US TECHNOLOGY EQUITY Fund of vs Franklin U. S. Opportunities Equity Active Fund of Funds: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 09-03-2020 to 29-10-2026: 80 instalments, ₹8,00,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| EDELWEISS US TECHNOLOGY EQUITY Fund ofEDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct) | ₹8,00,000 | ₹16,46,072 | ₹8,46,072 | 21.4% |
| Franklin U. S. Opportunities Equity Active Fund of FundsFranklin U. S. Opportunities Equity Active Fund of Funds (Direct) | ₹8,00,000 | ₹13,33,662 | ₹5,33,662 | 15.1% |
EDELWEISS US TECHNOLOGY EQUITY Fund ofEDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct)
Franklin U. S. Opportunities Equity Active Fund of FundsFranklin U. S. Opportunities Equity Active Fund of Funds (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
EDELWEISS US TECHNOLOGY EQUITY Fund of vs Franklin U. S. Opportunities Equity Active Fund of Funds: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct) | Franklin U. S. Opportunities Equity Active Fund of Funds (Direct) |
|---|---|---|
| Return (CAGR) | +9.59% | +8.56% |
| Standard deviation | 28.49% | 19.51% |
| Sharpe ratio | 0.15 | 0.17 |
| Sortino ratio | 0.21 | 0.24 |
| Maximum drawdown | −16.8% (28-07-2026) | −10.1% (23-10-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2025 to 29-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct) | Franklin U. S. Opportunities Equity Active Fund of Funds (Direct) |
|---|---|---|
| Return (CAGR) | +32.98% | +24.93% |
| Standard deviation | 27.00% | 20.01% |
| Sharpe ratio | 1.00 | 0.94 |
| Sortino ratio | 1.39 | 1.37 |
| Maximum drawdown | −31.5% (07-04-2025) | −24.1% (04-04-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 27-10-2023 to 29-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct) | Franklin U. S. Opportunities Equity Active Fund of Funds (Direct) |
|---|---|---|
| Return (CAGR) | +13.72% | +8.88% |
| Standard deviation | 29.66% | 22.93% |
| Sharpe ratio | 0.27 | 0.13 |
| Sortino ratio | 0.38 | 0.19 |
| Maximum drawdown | −45.3% (13-10-2022) | −38.4% (16-06-2022) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 29-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct) | Franklin U. S. Opportunities Equity Active Fund of Funds (Direct) |
|---|---|---|
| Return (CAGR) | +24.43% | +17.13% |
| Standard deviation | 29.56% | 20.52% |
| Sharpe ratio | 0.65 | 0.54 |
| Sortino ratio | 0.93 | 0.76 |
| Maximum drawdown | −45.3% (13-10-2022) | −38.4% (16-06-2022) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 09-03-2020 to 29-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct)
Franklin U. S. Opportunities Equity Active Fund of Funds (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct) | −45.3% | 22-11-2021 | 13-10-2022 | 24-01-2024 | 15 months | −10.7% |
| Franklin U. S. Opportunities Equity Active Fund of Funds (Direct) | −38.4% | 16-11-2021 | 16-06-2022 | 09-02-2024 | 20 months | −8.1% |
From daily values since 09-03-2020, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct)
Franklin U. S. Opportunities Equity Active Fund of Funds (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct)
Franklin U. S. Opportunities Equity Active Fund of Funds (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (Direct)
Franklin U. S. Opportunities Equity Active Fund of Funds (Direct)
EDELWEISS US TECHNOLOGY EQUITY Fund of vs Franklin U. S. Opportunities Equity Active Fund of Funds: Portfolio Overlap
From each fund's latest monthly portfolio: EDELWEISS US TECHNOLOGY EQUITY Fund of Fund, September 2026; Franklin U. S. Opportunities Equity Active Fund of Funds, September 2026
Holdings in common
- Overlap
- 0.0%
- Held by both
- 0
- Only in EDELWEISS US TECHNOLOGY EQUITY Fund of
- 0
- Only in Franklin U. S. Opportunities Equity Active Fund of Funds
- 0
Overlap: for each holding both funds own, the smaller of its two weights, added up. 0.0% means 0.0% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in EDELWEISS US TECHNOLOGY EQUITY Fund of Fund
Every holding of this fund is also held by the other.
Largest holdings only in Franklin U. S. Opportunities Equity Active Fund of Funds
Every holding of this fund is also held by the other.
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | EDELWEISS US TECHNOLOGY EQUITY Fund of | Franklin U. S. Opportunities Equity Active Fund of Funds |
|---|---|---|
| Equity | 96.2% | 95.8% |
| Debt | 0.0% | 0.0% |
| Cash and others | 3.8% | 4.2% |
Market cap of stocks
| Market cap | EDELWEISS US TECHNOLOGY EQUITY Fund of | Franklin U. S. Opportunities Equity Active Fund of Funds |
|---|---|---|
| Large Cap | 0.0% | 0.0% |
| Mid Cap | 0.0% | 0.0% |
| Small Cap | 0.0% | 0.0% |
| Foreign stocks | 96.2% | 95.8% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | EDELWEISS US TECHNOLOGY EQUITY Fund of | Franklin U. S. Opportunities Equity Active Fund of Funds |
|---|---|---|
| Other | 96.2% | 95.8% |
The six largest sectors of each fund's stocks, % of the fund.
EDELWEISS US TECHNOLOGY EQUITY Fund of vs Franklin U. S. Opportunities Equity Active Fund of Funds: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | EDELWEISS US TECHNOLOGY EQUITY Fund of Fund | Franklin U. S. Opportunities Equity Active Fund of Funds |
|---|---|---|
| Total expense ratio (Direct) | 0.72% | 0.53% |
| Base expense ratio (Direct) | 0.61% | 0.45% |
| Total expense ratio (Regular) | 1.54% | 1.46% |
| Base expense ratio (Regular) | 1.31% | 1.25% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
EDELWEISS US TECHNOLOGY EQUITY Fund of Fund vs Franklin U. S. Opportunities Equity Active Fund of Funds: Frequently Asked Questions
What is the difference between EDELWEISS US TECHNOLOGY EQUITY Fund of Fund and Franklin U. S. Opportunities Equity Active Fund of Funds?
EDELWEISS US TECHNOLOGY EQUITY Fund of Fund is a Fund of Funds fund, Franklin U. S. Opportunities Equity Active Fund of Funds is a Fund of Funds fund, run by Edelweiss Mutual Fund and Franklin Templeton Mutual Fund. Their portfolios overlap 0.0%. EDELWEISS US TECHNOLOGY EQUITY Fund of Fund charges 0.72% a year and Franklin U. S. Opportunities Equity Active Fund of Funds 0.53%.
Which has given higher returns, EDELWEISS US TECHNOLOGY EQUITY Fund of Fund or Franklin U. S. Opportunities Equity Active Fund of Funds?
Over 1 year: EDELWEISS US TECHNOLOGY EQUITY Fund of Fund +9.59%, Franklin U. S. Opportunities Equity Active Fund of Funds +8.56%. Over 3 years: EDELWEISS US TECHNOLOGY EQUITY Fund of Fund +32.98% a year, Franklin U. S. Opportunities Equity Active Fund of Funds +24.93% a year. Over 5 years: EDELWEISS US TECHNOLOGY EQUITY Fund of Fund +13.72% a year, Franklin U. S. Opportunities Equity Active Fund of Funds +8.88% a year. As on 29-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, EDELWEISS US TECHNOLOGY EQUITY Fund of Fund or Franklin U. S. Opportunities Equity Active Fund of Funds?
Franklin U. S. Opportunities Equity Active Fund of Funds charges less: 0.53% a year against 0.72%. These are the Direct plans' total expense ratios reported to AMFI.
How much do EDELWEISS US TECHNOLOGY EQUITY Fund of Fund and Franklin U. S. Opportunities Equity Active Fund of Funds overlap?
0.0%. They hold 0 of the same securities. From each fund's latest monthly portfolio.
Which is better for SIP, EDELWEISS US TECHNOLOGY EQUITY Fund of Fund or Franklin U. S. Opportunities Equity Active Fund of Funds?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 29-10-2026 grew to ₹11,32,207 in EDELWEISS US TECHNOLOGY EQUITY Fund of Fund (XIRR 24.6% a year) and ₹9,41,432 in Franklin U. S. Opportunities Equity Active Fund of Funds (XIRR 17.1% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both EDELWEISS US TECHNOLOGY EQUITY Fund of Fund and Franklin U. S. Opportunities Equity Active Fund of Funds?
Yes. 0.0% of each fund's money sits in the same holdings, so the two hold mostly different investments.
Who manages EDELWEISS US TECHNOLOGY EQUITY Fund of Fund and Franklin U. S. Opportunities Equity Active Fund of Funds?
EDELWEISS US TECHNOLOGY EQUITY Fund of Fund: Bhavesh Jain, Bharat Lahoti. Franklin U. S. Opportunities Equity Active Fund of Funds: Sandeep Manam.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.