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

Edelweiss Emerging Markets Opportunities Equity Offshore fund (Growth)

International EquityInternational - Others

16.9786

NAV (Aug 03)

13%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in international - others mutual funds.

However, Scripbox does not recommend investing in international - others mutual funds.

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 ->

Track Record

7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

117 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.39 %
Launched (7y ago)
Jul 07, 2014
AUM in Crores
₹ 117
ISIN
INF843K01IY6
Lock-in
No Lock-in
Benchmark
MSCI EM NR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Bhavesh Jain

Fund Manager

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Hardik Verma

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Retirement , Kids Education
    Expert Investing Only, Retirement , Kids Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with International Equity Funds

Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

DSP US Flexible Equity Fund (G)

DSP US Flexible Equity Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

Principal Global Opportunities Fund (G)

Principal Global Opportunities Fund (G)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

International - Others

17 Years

Age

5

Track Record

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About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 30,589 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 29 equity,92 debt and 24 hybrid funds.

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  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Edelweiss Liquid Fund Retail (G)

    Edelweiss Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 1,064 Cr

    Fund Size

    5.20%

    3 Year CAGR

    3 Y CAGR

    Edelweiss Mid Cap Fund (G)

    Edelweiss Mid Cap Fund (G)

    Mid Cap

    Top Ranked

    ₹ 1,486 Cr

    Fund Size

    18.60%

    5 Year CAGR

    5 Y CAGR

    Edelweiss Flexi Cap Fund (G)

    Edelweiss Flexi Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 760 Cr

    Fund Size

    16.30%

    5 Year CAGR

    5 Y CAGR

    Edelweiss Money Market Fund Institutional (G)

    Edelweiss Money Market Fund Institutional (G)

    Money Market

    Top Ranked

    ₹ 315 Cr

    Fund Size

    8.30%

    3 Year CAGR

    3 Y CAGR

    Edelweiss Large Cap Fund C (G)

    Edelweiss Large Cap Fund C (G)

    Large Cap

    Top Ranked

    ₹ 257 Cr

    Fund Size

    13.90%

    5 Year CAGR

    5 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Edelweiss Emerging Markets Opportunities Equity Offshore fund (G)

    About Edelweiss Emerging Markets Opportunities Equity Offshore fund (G)

    Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) is a international - others international equity fund and has delivered an annualised return of 7.8% over a period of 7 years ..The fund is managed by Edelweiss Asset Management Limited.The fund managers are Bhavesh Jain, Hardik Verma

    Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) 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. However, there is no assurance that the objective of the scheme will be realized.

    Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) NAV,AUM,Risk

    The Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) fund was launched on Jul 07, 2014. The NAV (Net Asset Value) of this international - others international equity as of 2021-08-03 is ₹ 16.9786. The total AUM (Asset Under Management) of the fund as of 2021-08-04 is ₹ 116.657. The category risk of the Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) fund is Very High Risk. The fund charges 2.39 % as expense ratio.

    Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 91.3% in this asset class. The top three holdings of the fund are jpm emerging mkts opps i (acc) usd,clearing corporation of india ltd. and net receivables/(payables)

    Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to MSCI EM NR INR

    Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) Review

    Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Edelweiss Emerging Markets Opportunities Equity Offshore fund (G) has a score of 2 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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