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Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Chart Comparison
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 | 6.27% | 6.84% |
| 6 Month | 15.18% | 15.76% |
| 1 Year | 16.91% | 48.61% |
| 3 Year | 13.5% | 22.57% |
| 5 Year | 14.04% | 15.55% |
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 | 7.78% | 8.82% |
| 1 Year | 24.07% | 38.56% |
| 3 Year | 16.28% | 25.97% |
| 5 Year | 13.61% | 19.74% |
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 | 9.13% | 9.18% |
| 3 Year | 9.91% | 6.96% |
| 5 Year | 11.48% | 7.55% |
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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