What is the risk comparison between Sundaram Global Brand Theme - Equity Active FOF Regular Growth and Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option?

Sundaram Global Brand Theme - Equity Active FOF Regular Growth is less volatile than Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option. Choose a fund based on your risk tolerance and goals.

Which fund has a lower expense ratio, Sundaram Global Brand Theme - Equity Active FOF Regular Growth or Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option?

Sundaram Global Brand Theme - Equity Active FOF Regular Growth has an expense ratio of 2.31% and Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option has 2.33%. Sundaram Global Brand Theme - Equity Active FOF Regular Growth has a lower ratio, which means it can give better net returns.

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Compare Up to 4 FundsFree Analysis

Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Internationalmedium Risk

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

Internationalvery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

13.9 %

Expense Ratio

2.31 %

The trade-off:

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Returns (5Y)

15.21 %

Expense Ratio

2.33 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

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METRICS

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

Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Basic Overview

Current NAV

₹ 38.35

₹ 40.65

Benchmark

BSE India Bond Index

Fund Size (AUM)

₹192 Cr

₹156 Cr

Expense Ratio

2.33%

2.31%

Launch Date

07 Aug 2013

22 Aug 2007

SIP Returns

1 Year Return

20.73%

27.20%

3 Year Return

15.24%

19.69%

5 Year Return

12.92%

16.04%

Since Inception

11.52%

6.80%

Trailing Returns

1 Month Return

4.89%

1.30%

3 Month Return

15.30%

14.69%

1 Year Return

15.58%

19.24%

3 Year Return

14.45%

20.14%

5 Year Return

15.21%

13.90%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

Beta

Sharpe Ratio

Standard Deviation

13.21

15.74

Investment & Taxes

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

Exit 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

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option3 /100

Outstanding protection during market downturns.

Sundaram Global Brand Theme - Equity Active FOF Regular Growth3 /100

More vulnerable during market declines.

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option3 /100

Outstanding protection during market downturns.

Sundaram Global Brand Theme - Equity Active FOF Regular Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option0.0%

Sundaram Global Brand Theme - Equity Active FOF Regular Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

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

Sundaram Global Brand Theme - Equity Active FOF Regular Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

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Annual Performance History

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MONTHLY INVESTMENT

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₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Sundaram Global Brand Theme - Equity Active FOF Regular Growth had a 5-year average annual growth rate of 13.9%, while Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option's was 15.21%. Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option is better for long-term growth.