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

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tortoise-icon Sundaram Global Brand Fund Regular Plan - Growth

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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 Sundaram Global Brand Fund Regular Plan - Growth
Fund Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Sundaram Global Brand Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹164 Cr ₹121 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 Fund Regular Plan - Growth
1 Month -5.09% -6.8%
6 Month 0.74% 2.6%
1 Year 8.03% 4.38%
3 Year 9.1% 9.36%
5 Year 18.45% 15.79%

SIP Return Analysis

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Sundaram Global Brand Fund Regular Plan - Growth
6 Month -1.55% 0.11%
1 Year 6.97% 7.19%
3 Year 12.28% 14.21%
5 Year 12.34% 11.21%

Rolling Lumpsum Returns

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Sundaram Global Brand Fund Regular Plan - Growth
1 Year 8.9% 10.72%
3 Year 9.61% 7.71%
5 Year 11.1% 6.24%

Risk Management

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Sundaram Global Brand Fund Regular Plan - Growth
Standard Deviation 14.337% 15.329%
Sharp 0.438% 0.416%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Sundaram Global Brand Fund Regular Plan - 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 Fund Regular Plan - Growth

Market Cap

Scheme Name

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

Sundaram Global Brand Fund Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

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

Sundaram Global Brand Fund Regular Plan - Growth

Others 100 100

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