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  • Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G)
Edelweiss Mutual Funds

Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G)

International EquityInternational - Others

15.8942

NAV (Oct 01)

4.909%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in international - others mutual funds.

International - Others funds provides exposure to international markets and is suitable for investment objectives with duration specific to the fund category.

These funds invest in specific overseas markets providing an investor with exposure to geographies like Europe, China & Japan.

This category has few funds and relatively small amounts invested in them.

Investing in these funds will require investors to have a unique insight into the economic & market prospects of specific countries and geographies.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.8942

NAV (Oct 1)

Fund Returns

Last 1Y
19.8%
Last 3Y
-1.2%
Last 5Y
4.9%
Last 10Y
5%
Since Inception
4.6%
6 Month CAGR
9%

Scheme Information

Investment Objective

The scheme seeks to provide long term capital growth by investing predominantly in the JPMorgan Funds - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies.

Expense Ratio
1.38
Launched (0y ago)
1.38
AUM in Crores
109.6
ISIN
INF843K01IY6
Lock-in
-
Benchmark
MSCI Emerging Markets Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
16.3
Beta
-
Sharpe Ratio
-0.5
YTM
-
Fund Managers

Bharat Lahoti

Fund Manager

Bhavesh Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G)70%8,24,115 91,5034.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-01-24

Top Stock Holdings

JPMorgan Funds - Emerging Markets Opportunities Fund I

99.3%
99.3%

Others

1.1%
1.12%

Others

0%
0%

Others

-0.4%
-0.42%
See all holdings

Allocation by Sector

Financial

98.44%
98.44%
See all sectors

Comparison with International Equity Funds

Fund NameFund Size
kotak-mahindra
Kotak Nasdaq 100 FOF (G)

₹ 3,124 cr

₹ 26,041 cr

₹ 1,977 cr

₹ 4,457 cr

₹ 23,712 cr

amc-img

About the AMC

Edelweiss Mutual Fund

Edelweiss Asset Management Company was established in August 2008. They manage a total AUM of Rs. 11,841 invested in over 84 schemes with over 11 distribution centres accross the Country. They offer various products in equity,debt and liquid categories.amc-img
phone-img+91 22 4093 3400
Fund NameScripbox Opinion
Till Date CAGR

-

6.493%

6.425%

5.93%

6.407%

7.597%

11.566%

16.655%

12.541%

11.361%

Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G) Review

Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G) is a International Equity International Equity fund and has delivered an annualised return of 4.627% over a period of 10 years. The fund is managed by Edelweiss Mutual Fund. The fund managers are Bharat Lahoti, Bhavesh Jain.

Nav of Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G) as of 10/1/2024 is ₹15.89 with the total AUM as of 10/4/2024 is ₹109.6092. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G) was launched on 2014-07-07. The category risk of the fund is null.

The minimum SIP amount for Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G)?

Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G) is a International Equity International Equity scheme predominantly investing across International Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G)?

You can invest in Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G)?

The minimum sip amount for Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G) good to invest in?

As per Scripbox experts, Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G) is a 1 fund. You can investEdelweiss Emerging Markets Opportunities Equity Offshore Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G)?

The expense ratio of the Edelweiss Emerging Markets Opportunities Equity Offshore Fund (G) is 1.38% for regular plan.