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) | ₹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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