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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) ₹122 Cr ₹112 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 FoF International FoF
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index BSE India Bond Index
Turn Over 18% 25%
Expense Ratio 2.34 1.12
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 -5.79% 3.3%
6 Month 7.45% 7.49%
1 Year 14.59% 13.24%
3 Year 8.69% 7.23%
5 Year 11.68% 12.36%

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 Year 9.77% 12.11%
3 Year 11.81% 15.19%
5 Year 12.78% 12.58%

Rolling Lumpsum Returns

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Sundaram Global Brand Fund Regular Plan - Growth
1 Year 8.7% 10.3%
3 Year 9.59% 7.73%
5 Year 10.92% 6.11%

Risk Management

Scheme Name Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Sundaram Global Brand Fund Regular Plan - Growth
Standard Deviation 13.21% 15.74%
Sharp 0.3% 0.15%
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
Fund Manage 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 100 100.3

Sector Allocation

Scheme Name

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

Sundaram Global Brand Fund Regular Plan - Growth

Others 4.15 100.3
Financial 95.85 -

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