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Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Fund | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹166 Cr | ₹123 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 07 Aug 2013 | 22 Aug 2007 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 18% | 25% |
| Expense Ratio | 2.33 | 2.31 |
| Manager | Bhavesh Jain | Rohit Seksaria |
| ISIN Code | INF843K01ED9 | INF903J01EX1 |
| 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 | Sundaram Global Brand Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 1 Month | 0.43% | 2.52% |
| 6 Month | -2.76% | 3.21% |
| 1 Year | 6.98% | 16.34% |
| 3 Year | 10.99% | 16.38% |
| 5 Year | 14.26% | 13.31% |
SIP Return Analysis
| Scheme Name | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 6 Month | 3.1% | 5.25% |
| 1 Year | 5.39% | 16.07% |
| 3 Year | 11.3% | 16.23% |
| 5 Year | 11.16% | 12.51% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 1 Year | 8.92% | 10.77% |
| 3 Year | 9.67% | 7.86% |
| 5 Year | 11.34% | 6.5% |
Risk Management
| Scheme Name | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Standard Deviation | 13.93% | 14.51% |
| Sharp | 0.42% | 0.68% |
| Beta | 0.77% | - |
| Alpha | -4.88% | - |
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Fund Managers
| Scheme Name | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Name | Bhavesh Jain | Rohit Seksaria |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 22 | 15 |
| Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
Market Cap
| Scheme Name |
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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