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

Fund House: Edelweiss Mutual Fund
Category: Fund of Funds-Overseas
Launch Date: 31-01-2014
Asset Class: Equity
Benchmark: MSCI Europe TRI
TER: 1.43% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 95.41 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: Yes

23.565

7.87%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
MSCI ACWI TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnEdelweiss Europe Dynamic Equity Offshore Fund- Growth Option - Regular PlanEdelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular PlanMSCI ACWI TRIFund of Funds-OverseasGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
10 Years 7 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Europe Dynamic Fund, an equity fund which invests primarily in an aggressively managed portfolio of European companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.4
Sharpe Ratio 0.22
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan 31-01-2014 20.41 20.83 18.16 17.27 8.36
DSP World Gold Fund of Fund - Regular Plan - Growth 14-09-2007 49.53 31.19 20.65 10.07 11.25
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 42.57 54.98 50.67 - -
Invesco India - Invesco Global Consumer Trends Fund of Fund - Growth 05-12-2020 30.52 23.12 14.01 - -
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option 01-07-2011 21.23 10.03 8.28 10.55 6.04

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.7%

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