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Invesco India vs Edelweiss US Value Equity Offshore Fund compare
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹166 Cr | ₹188 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 May 2014 | 07 Aug 2013 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World Net Dividend | BSE India Bond Index |
| Turn Over | 29% | 18% |
| Expense Ratio | 1.4 | 2.33 |
| Manager | Amit Nigam | Bhavesh Jain |
| ISIN Code | INF205K01B15 | INF843K01ED9 |
| Exits Load | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.32% | 2.5% |
| 6 Month | 6.74% | 13.84% |
| 1 Year | 23.77% | 17.5% |
| 3 Year | 21.33% | 13.49% |
| 5 Year | 16.19% | 14.09% |
SIP Return Analysis
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.54% | 6% |
| 1 Year | 20.58% | 22.31% |
| 3 Year | 20.76% | 16.07% |
| 5 Year | 18.46% | 13.44% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.06% | 9.13% |
| 3 Year | 9.27% | 9.91% |
| 5 Year | 9.6% | 11.48% |
Risk Management
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.84% | 12.48% |
| Sharp | 0.46% | 0.46% |
| Beta | - | 0.76% |
| Alpha | - | -6.50% |
Fund Managers
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Amit Nigam | Bhavesh Jain |
| Total AUM | ₹14602 Cr | ₹0 Cr |
| Funds Managed | 13 | 22 |
| Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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