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) | ₹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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