Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Invest Now

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 Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Fund Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹104 Cr ₹896 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 07 Aug 2013 05 Sep 2020
Category International FoF International FoF
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index BSE India Bond Index
Turn Over 18% 66%
Expense Ratio 1.57 1.62
Manager Bhavesh Jain Vinayak Jayanath
ISIN Code INF843K01ED9 INF846K01X30
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365

Trailing Lumpsum Returns

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
1 Month 1.95% 1.3%
6 Month 10.32% 8.37%
1 Year 27.49% 24.71%
3 Year 11.03% 9.23%
5 Year 13.51% -

SIP Return Analysis

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
6 Month - -
1 Year 28.19% 23.22%
3 Year 16.31% 17.95%
5 Year 15.26% -

Rolling Lumpsum Returns

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
1 Year 8.7% 15.48%
3 Year 9.59% 9.37%
5 Year 10.92% -

Risk Management

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Standard Deviation 13.21% 13.6%
Sharp 0.3% 0.31%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Name Bhavesh Jain Vinayak Jayanath
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 22 18
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

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

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Others 4.15 3.37
Financial 95.85 96.63

Top Comparisons

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns8%

VS

DSP Global Allocation Fund - Regular Plan - Growth DSP Global Allocation Fund - Regular Plan - Growth

3Y Returns4.86%

Compare Now

Kotak Medium Term Fund - Growth Kotak Medium Term Fund - Growth

3Y Returns5.89%

VS

Nippon India Strategic Debt Fund - Growth Option Nippon India Strategic Debt Fund - Growth Option

3Y Returns5.56%

Compare Now

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.1%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.25%

Compare Now

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns8.41%

VS

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns20.22%

Compare Now
Request call back
Add to Cart Successfully