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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)	₹182 Cr	₹160 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	07 Aug 2013	07 Feb 2014
Category	Domestic Equity FoF	Domestic Equity FoF
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	0.33%	0.38%
6 Month	16.99%	16.98%
1 Year	10.06%	34.58%
3 Year	11.83%	23.7%
5 Year	16.24%	18.72%

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	5.6%	5.76%
1 Year	14.17%	37.83%
3 Year	13.61%	23.97%
5 Year	12.2%	18.23%

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	9.08%	8.86%
3 Year	9.77%	6.83%
5 Year	11.4%	7.41%

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	12.43%	13.14%
Sharp	0.44%	1.20%
Beta	0.77%	-
Alpha	-7.59%	-

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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