Link copied to clipboard!

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

Invest Now

Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Fund	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹160 Cr	₹139 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	07 Feb 2014	22 Aug 2007
Category	Domestic Equity FoF	Domestic Equity FoF
Fund Type	Open Ended	Open Ended
Benchmark	MSCI Europe	BSE India Bond Index
Turn Over	370%	25%
Expense Ratio	2.33	2.31
Manager	Bhavesh Jain	Rohit Seksaria
ISIN Code	INF843K01GJ1	INF903J01EX1
Exits Load	Edelweiss Europe Dynamic 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 Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Month	0.38%	3.07%
6 Month	16.98%	24.58%
1 Year	34.58%	26.36%
3 Year	23.7%	21.8%
5 Year	18.72%	15.28%

SIP Return Analysis

Scheme Name	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
6 Month	5.76%	7.38%
1 Year	37.83%	25.82%
3 Year	23.97%	19.13%
5 Year	18.23%	14.96%

Rolling Lumpsum Returns

Scheme Name	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Year	8.86%	10.89%
3 Year	6.83%	7.89%
5 Year	7.41%	6.59%

Risk Management

Scheme Name	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Standard Deviation	13.14%	12.53%
Sharp	1.20%	1.15%
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan	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 Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan	Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Market Cap

Scheme Name	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Others	100	100

Sector Allocation

Scheme Name	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Others	100	100

Top Comparisons

HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns10.2%

VS

HSBC Equity Savings Fund - Regular Growth

3Y Returns13.53%

Compare Now

Canara Robeco Large Cap Fund - Regular Plan - Growth Option

3Y Returns15.09%

VS

Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns11.72%

Compare Now

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

3Y Returns13.83%

VS

Quant Quantamental Fund Regular - Growth

3Y Returns20.14%

Compare Now

Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns19.14%

VS

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns25.61%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully