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

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Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

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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	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Fund	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹188 Cr	₹182 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	07 Aug 2013	07 Feb 2014
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	BSE India Bond Index	MSCI Europe
Turn Over	18%	370%
Expense Ratio	2.33	2.33
Manager	Bhavesh Jain	Bhavesh Jain
ISIN Code	INF843K01ED9	INF843K01GJ1
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	Edelweiss Europe Dynamic Equity Offshore Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
1 Month	3.66%	3.37%
6 Month	16.86%	13.11%
1 Year	13.1%	41.84%
3 Year	13.18%	22.03%
5 Year	14.38%	16.18%

SIP Return Analysis

Scheme Name	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
6 Month	7.77%	7.19%
1 Year	25.98%	38.76%
3 Year	16.73%	25.76%
5 Year	13.74%	19.45%

Rolling Lumpsum Returns

Scheme Name	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
1 Year	9.09%	9.1%
3 Year	9.86%	6.94%
5 Year	11.45%	7.53%

Risk Management

Scheme Name	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Standard Deviation	12.48%	12.66%
Sharp	0.46%	1.10%
Beta	0.76%	-
Alpha	-6.50%	-

Fund Managers

Scheme Name	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Name	Bhavesh Jain	Bhavesh Jain
Total AUM	₹0 Cr	₹0 Cr
Funds Managed	22	22
	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

Market Cap

Scheme Name	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Others	100	100

Sector Allocation

Scheme Name	Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Others	100	100

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