This is a fund that invests mainly in shares of foreign companies. When you invest for five years or above, you can expect gains that beat the inflation rate and are also higher than fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money for diversification, so that if the Indian markets are going through a sharp correction at least some portion of your money is insulated. But make sure you invest in the one that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|S&P BSE 500 TRI||-20.29||1.23||5.61||-2.32||-14.74||-19.77||-18.88||-0.76||3.75||9.02||7.72|
As on 29-May-2020
|Best (Period)||Worst (Period)|
|Week||15.05 (04-Oct-2011 - 13-Oct-2011)||-13.55 (11-Mar-2020 - 18-Mar-2020)|
|Month||20.74 (18-Mar-2020 - 17-Apr-2020)||-17.18 (02-Sep-2011 - 04-Oct-2011)|
|Quarter||27.97 (03-Jan-2019 - 04-Apr-2019)||-25.37 (22-May-2015 - 24-Aug-2015)|
|Year||52.70 (03-Jan-2019 - 03-Jan-2020)||-24.15 (20-May-2015 - 19-May-2016)|
|S&P BSE 500 TRI||1.56||21.09||-0.18||-0.20||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-May-2020
|The underlying data is unavailable.|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|JPMorgan Funds - JF Greater China Fund||Financial||--||97.21|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2020
Education: Mr. Jain is a MMS (Finance) from Mumbai University.
Experience: He brings considerable experience in Equity Markets to Edelweiss Securities Limited.
Education: Mr. Verma is MBA & has done CFA Level 3.
Experience: Prior to joining Edelweiss Mutual Fund, he has worked with ICICI Securities.
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The Scheme is to provide long term capital appreciation by investing in JPMorgan Funds - JF Greater China Equity Fund, an equity fund which invests primarily in a diversified portfolio of companies incorporated or which have their registered office located in, or derive the predominant part of their economic activity from, a country in the Greater China region.
|Minimum Investment (₹)||5,000|
|Minimum Addl Investment (₹)||500|
|Minimum SIP Investment (₹)||500|
|Minimum No of Cheques||12|
|Minimum Withdrawal (₹)||500|
|Minimum Balance (₹)||--|
|Exit Load||1% for redemption within 365 days|
|Fund House:||Edelweiss Mutual Fund|
|Return Since Launch:||12.27%|
|Benchmark:||MSCI Golden Dragon|
|Assets:||₹ 193 Cr (As on 30-Apr-2020)|
|Expense:||1.39% (As on 30-Apr-2020)|
AMC: Edelweiss Asset Management Ltd.
Address: 801- 802 & 803 - 8th Floor, Windsor Off C.S.T. Road, Kalina-Santacruz (E), Mumbai - 400098
Phone: 40933400 / 1800-425-0090
Email: [email protected]
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Email: [email protected]