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

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Sundaram Global Brand Theme - Equity Active FOF Regular Growth

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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	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)	₹183 Cr	₹145 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	5.71%	2.84%
6 Month	16.74%	17.78%
1 Year	9.53%	23.3%
3 Year	12.36%	20.51%
5 Year	13.88%	12.84%

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	7.41%	8.41%
1 Year	25.56%	33.94%
3 Year	16.3%	21.09%
5 Year	13.5%	16.37%

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	9.09%	11.02%
3 Year	9.86%	7.94%
5 Year	11.45%	6.72%

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	12.43%	15.74%
Sharp	0.44%	0.15%
Beta	0.77%	-
Alpha	-7.59%	-

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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