Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹183 Cr | ₹1245 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 | 5.71% | 3.3% |
| 6 Month | 16.74% | 15.52% |
| 1 Year | 9.53% | 22.04% |
| 3 Year | 12.36% | 21% |
| 5 Year | 13.88% | 15.4% |
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 | 7.41% | 6.32% |
| 1 Year | 25.56% | 33.25% |
| 3 Year | 16.3% | 24.26% |
| 5 Year | 13.5% | 18.44% |
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 | 9.09% | 17.2% |
| 3 Year | 9.86% | 10.31% |
| 5 Year | 11.45% | 15.73% |
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 | 12.48% | 11.33% |
| Sharp | 0.46% | 1.21% |
| Beta | 0.76% | - |
| Alpha | -6.50% | - |
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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