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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)	₹178 Cr	₹147 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	2.47%	0.53%
6 Month	8.76%	17.29%
1 Year	10.93%	26.07%
3 Year	13.83%	24.25%
5 Year	14.86%	16.07%

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	8.21%	7.48%
1 Year	15.33%	39.6%
3 Year	14.24%	23.89%
5 Year	12.52%	17.73%

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	8.92%	8.64%
3 Year	9.67%	6.76%
5 Year	11.34%	7.3%

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	13.93%	14.53%
Sharp	0.47%	1.07%
Beta	0.80%	-
Alpha	-6.02%	-

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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