What is the risk comparison between Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option and Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth?

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option is equally volatile than Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth. Choose a fund based on your risk tolerance and goals.

Which fund has a lower expense ratio, Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option or Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth?

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option has an expense ratio of 2.33% and Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth has 2.35%. Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option has a lower ratio, which means it can give better net returns.

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option or Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth: Which beats its benchmark more consistently?

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option has outperformed the benchmark more consistently with an average of 7.41% over 5 years than Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth with 7.41%. Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option has performed better against its benchmark.

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Compare Up to 4 FundsFree Analysis

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

Internationalvery high Risk

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

Internationalvery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

15.28 %

Expense Ratio

2.33 %

The trade-off:

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Returns (5Y)

12.97 %

Expense Ratio

2.35 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

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METRICS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

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

Basic Overview

Current NAV

₹ 32.90

₹ 38.43

Benchmark

Russel 1000 Equal Weighted Technology

BSE India Bond Index

Fund Size (AUM)

₹3640 Cr

₹192 Cr

Expense Ratio

2.35%

2.33%

Launch Date

05 Mar 2020

07 Aug 2013

SIP Returns

1 Year Return

30.21%

20.73%

3 Year Return

28.52%

15.24%

5 Year Return

22.17%

12.92%

Since Inception

17.26%

11.50%

Trailing Returns

1 Month Return

0.90%

5.00%

3 Month Return

10.02%

15.80%

1 Year Return

17.83%

15.81%

3 Year Return

33.22%

14.51%

5 Year Return

12.97%

15.28%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

Beta

Sharpe Ratio

Standard Deviation

27.68

13.21

Investment & Taxes

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

Exit Load

Edelweiss US Technology Equity FOF - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

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

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth3 /100

Outstanding protection during market downturns.

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option3 /100

More vulnerable during market declines.

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth3 /100

Outstanding protection during market downturns.

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth0.0%

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growthslow

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

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Everything You Need To Know To Get Started With Confidence

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option had a 5-year average annual growth rate of 15.28%, while Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth's was 12.97%. Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option is better for long-term growth.