Edelweiss Greater China Equity Growth - Latest NAV ₹45.541, Returns, Performance & Portfolio

Edelweiss Greater China Equity Growth

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    18.81%
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    (+0.23)45.541

Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 26.43 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years14.95%
5 Years18.81%
3 Years20.14%
1 Year54.2%
6 Months32.02%
Fund Details
ISININF843K01138
RiskHigh Risk
Fund TypeGlobal - Other
NAV45.541
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
JPM Greater China I (acc) USD97.05%

About Edelweiss Greater China Equity Offshore Fund

The Edelweiss Greater China Equity Offshore Fund is an open-ended Fund of Funds scheme. It seeks to provide long-term capital appreciation by investing in JPMorgan Fund’s Greater China Fund. This is an equity fund which invests in a diversified portfolio of companies which are either domiciled in or carry out a major part of their economic activity in the Greater China region.

Pros & Cons of Edelweiss Greater China Equity Offshore Fund

  1. Since the scheme invests in JPMorgan Fund’s Greater China Equity Fund, investors can add an internal exposure to their portfolio.
  2. As on September 30, 2018, the scheme is not ranked under CRISIL’s Fund of Funds category.
  3. Further, it has generated returns of 4.19% per year over the last 5 years (as on January 03, 2018). However, in the last year, the scheme has generated negative returns (-20.83%).

Fund Information and Statistics of Edelweiss Greater China Equity Offshore Fund

i) Inception / Launch Date

The scheme was launched on 26 August 2009 by Edelweiss Mutual Fund.

ii) Risk Level

The scheme is suitable for investors looking at long-term capital appreciation by participating in the international equity market of Greater China. It has a High risk-level.

iii) Redemption

The minimum redemption amount is Rs. 1,000 or 100 units. Further, the redemption proceeds are dispatched within 7-10 business days of the receipt of a valid redemption request.

iv) Fund Manager(s)

Mr. Gautam Kaul (since May 02, 2017) and Mr. Rahul Dedhia (since December 11, 2017) are the Fund Managers of the Edelweiss Greater China Equity Offshore Fund.

v) Entry / Exit Load

There is no entry load in this scheme.

The exit load structure is as follows:

  • If the units are redeemed within 12 months from the date of allotment of the units, then the exit load = 1% of the applicable NAV
  • If the units are redeemed after 12 months from the date of allotment of the units, then the exit load = Nil

Tax benefits of investing in Edelweiss Greater China Equity Offshore Fund

  1. Being an international fund, the tax treatment is like that of a debt fund. The following taxes are applicable to income arising from investing in this scheme:
  2. STCG from the debt component is added to the investor’s income and taxed as per the income-tax slab.
  3. LTCG component is taxed at 20% with indexation benefits.

About Edelweiss Mutual Fund

Edelweiss Mutual Fund is sponsored by Edelweiss Financial Services Limited and has a vision of becoming an innovative and globally recognized asset management company which provides excellent investment solutions, services and sets the highest ethical standards. It adheres to a disciplined investment process which helps it to grow the investor’s assets steadily. It offers investment products across the entire risk spectrum keeping its focus on risk and capital preservation.

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 26.43 Lakhs in a period of 20 years
High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns