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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)	₹192 Cr	₹196 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	5.01%	7.11%
6 Month	15.25%	20.3%
1 Year	15.62%	50.58%
3 Year	14.32%	22.55%
5 Year	15.11%	17.03%

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	9.8%	11.01%
1 Year	32.73%	40.96%
3 Year	18.87%	28.51%
5 Year	15.04%	21.35%

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	9.2%	9.29%
3 Year	9.97%	7%
5 Year	11.5%	7.61%

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	13.21%	16.4%
Sharp	-	-
Beta	-	-
Alpha	-	-

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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