16.1315
19.4579
1
1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
"This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from 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 in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for 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:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | -4.72 | 1.16 | -0.65 | -4.17 | -3.85 | -10.28 | -0.45 | 12.12 | 11.68 | 7.20 | -- |
| S&P BSE 500 TRI | 29.77 | 0.91 | -1.75 | -3.39 | 1.65 | 12.44 | 38.19 | 19.03 | 17.53 | 12.94 | -- |
As on 01-Dec-2021
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan | Invest Online | Jul-14 | -0.45 | 12.12 | 11.68 | 2.37% | 139 | |
| Motilal Oswal NASDAQ 100 Exchange Traded Fund | Mar-11 | 33.55 | 36.06 | 29.36 | 0.57% | 5,704 | |
| Franklin India Feeder Franklin US Opportunities Fund | Invest Online Now | Feb-12 | 20.48 | 27.72 | 23.80 | 1.58% | 4,187 | |
| Motilal Oswal Nasdaq 100 FOF - Regular Plan | Invest Online | Nov-18 | 33.13 | -- | -- | 0.50% | 3,998 | |
| Motilal Oswal S&P 500 Index Fund - Regular Plan | Invest Online | Apr-20 | 27.33 | -- | -- | 1.07% | 2,398 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 12.67 | 19-Mar-2020 - 26-Mar-2020 | -16.84 | 11-Mar-2020 - 18-Mar-2020 |
| Month | 18.82 | 18-Mar-2020 - 17-Apr-2020 | -25.90 | 18-Feb-2020 - 19-Mar-2020 |
| Quarter | 30.45 | 19-Mar-2020 - 18-Jun-2020 | -26.16 | 19-Dec-2019 - 19-Mar-2020 |
| Year | 71.66 | 19-Mar-2020 - 19-Mar-2021 | -24.41 | 21-Jan-2015 - 21-Jan-2016 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Fund | 12.65 | 17.82 | 0.50 | 0.81 | -- | -- |
| S&P BSE 500 TRI | 19.76 | 21.92 | 0.73 | 0.84 | -- | -- |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 30-Nov-2021
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| Company | Sector | P/E | 3Y High | 3Y Low | % Assets | |
|---|---|---|---|---|---|---|
|
JPMorgan Funds - Emerging Markets Opportunities Fund I | Financial | -- | 99.47 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Oct-2021
— Bharat Lahoti since 01-Oct-2021
Education: Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience: Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Interviews:
Funds Managed:
— Bhavesh Jain since 27-Sep-2019
Education: Mr. Jain is a MMS (Finance) from Mumbai University.
Experience: Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Funds Managed:
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.
| Minimum Investment (₹) | 5,000 |
| Minimum Addl Investment (₹) | 500 |
| Minimum SIP Investment (₹) | 500 |
| Minimum No of Cheques | 12 |
| Minimum Withdrawal (₹) | 500 |
| Minimum Balance (₹) | -- |
| Lock-in Period | Not Applicable |
| Exit Load | 1% for redemption within 365 days |
| Fund House: | Edelweiss Mutual Fund |
| Launch Date: | 07-Jul-2014 |
| Return Since Launch: | 6.90% |
| Benchmark: | MSCI Emerging Markets |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 139 Cr (As on 31-Oct-2021) |
| Expense: | 2.37% (As on 31-Oct-2021) |
| Risk Grade: | -- |
| Return Grade: | -- |
| Turnover: | -- |
Fundwire - 11-Oct-2017
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]
Website: http://www.edelweissmf.com
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
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Friday, 10-Dec-2021
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