• Mutual Funds
  • Edelweiss Mutual Funds
  • Edelweiss Emerging Markets Opportunities Equity Offshore fund (Growth)
Edelweiss Mutual Funds

Edelweiss Emerging Markets Opportunities Equity Offshore fund (Growth)

International EquityInternational - Others

14.3349

NAV (Jan 20)

2.2%
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 ->

Fund Size

Satisfactory

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended US Equity Funds
Want the US equity funds that are right for your long term equity investment needs?Learn more

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

14.3349

NAV (Jan 20)

Fund Returns

Last 1Y

-12.8%

Last 3Y

-0.2%

Last 5Y

2.2%

Last 10Y

NA

Since Inception

4.3%

6 Month CAGR

8.6%

Scheme Information

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 - Emerging Markets Opportunities Fund,an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies. However,there can be no assurance that the investment objective of the Scheme will be realised.

Expense Ratio

2.33

Launched (9y ago)

Jul 07, 2014

AUM in Crores

123.044

ISIN

INF843K01IY6

Lock-in

No Lock-in

Benchmark

MSCI EM NR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

19.2

Standard Deviation (5yr)

17.7

Beta (3yr)

1.06

Beta (5yr)

1.05

Sharpe Ratio (3yr)

-0.212

Sharpe Ratio (5yr)

-0.082

YTM

0

Fund Managers

Bhavesh Jain

Fund Manager

Bharat Lahoti

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Emerging Markets Opportunities Equity Offshore fund (Growth)70%771,863 39,2512.2%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-01-20

Top Stock Holdings

jpm emerging mkts opps i (acc) usd

100.3%
100.3%

net receivables/(payables)

0.6%
0.6%

clearing corporation of india ltd.

0.3%
0.3%

accrued interest

0%
0%
See all holdings

Compare Edelweiss Emerging Markets Opportunities Equity Offshore fund (Growth)

Fund NameFund SizeOutperformance Consistency
Franklin India Feeder Franklin U S Opportunities Fund (G)
Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 2,760 cr

₹ 2,121 cr

₹ 2,760 cr

₹ 2,760 cr

₹ 2,121 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 63,244 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,119 debt and 18 hybrid funds.

amc-img

  • 022-40933400
  • emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    3.9%

    7%

    7%

    -

    3.2%

    7%

    7%

    -

    3.9%

    Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) Review

    Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) is a International - Others International Equity fund and has delivered an annualised return of 4.3% over a period of 8 years. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain.

    Nav of Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) as of 1/20/2023 is ₹14.33 with the total AUM as of 1/28/2023 is ₹123.044. 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 Jul 07, 2014. The category risk of the fund is Very High Risk.

    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 - Others 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 Not Recommended 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 2.33% for regular plan.