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tortoise-icon Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

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tortoise-icon Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Fund Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹172 Cr ₹1019 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 07 Aug 2013 24 Sep 2020
Category International International
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index BSE India Bond Index
Turn Over 18% 66%
Expense Ratio 2.33 1.63
Manager Bhavesh Jain Vinayak Jayanath
ISIN Code INF843K01ED9 INF846K01X30
Exits Load Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
1 Month 1.38% 2.72%
6 Month 0.35% 7.46%
1 Year 10.63% 23.97%
3 Year 10.34% 18.11%
5 Year 13.97% -

SIP Return Analysis

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
6 Month 6.31% 11.51%
1 Year 9.72% 29.05%
3 Year 12.62% 22.87%
5 Year 11.71% -

Rolling Lumpsum Returns

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
1 Year 8.92% 16.28%
3 Year 9.67% 9.84%
5 Year 11.34% -

Risk Management

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Standard Deviation 13.93% 13.28%
Sharp 0.42% 0.91%
Beta 0.77% -
Alpha -4.75% -

Fund Managers

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Name Bhavesh Jain Vinayak Jayanath
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 22 18
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Others 100 100

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