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

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tortoise-icon 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) ₹172 Cr ₹126 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 1.64% 4.16%
6 Month 0.21% 4.11%
1 Year 12.44% 21.88%
3 Year 10.59% 15.65%
5 Year 13.98% 12.75%

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 6.31% 10.21%
1 Year 9.72% 24%
3 Year 12.62% 18.31%
5 Year 11.71% 13.78%

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 -4.75% -

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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