3 Year return

-12.55%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1273.08 Cr.

Expense Ratio

1.4% (inclusive of GST)

Exit Load

1.00% - If redeemed / switched out on or befoe 90 days from the date of allotment. Nil - If redeemed / switched out after 90 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings

Edelweiss Mutual Fund Managers

BJ

Bhavesh Jain

Fund Manager since Sep 2019

View Details

Fund House Details

Edelweiss Mutual Fund

Edelweiss Mutual Fund Asset management company

AUM ₹147,767.86 Cr.
No. of Schemes 148
Setup Date NA

Peer Comparison

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Schemes by Edelweiss Mutual Fund

List of mutual fund schemes by AMC

About Edelweiss Greater China Equity OffShore Fund Direct Plan-Growth

The Edelweiss Greater China Equity OffShore Fund Direct Plan-Growth is an open-ended equity mutual fund plan by Edelweiss Mutual Fund. The fund falls in the international equity category of funds and wishes to offer investors exposure to the equity markets of Greater China, including companies in China, Taiwan, and Hong Kong. The underlying funds invested in are JP Morgan funds (Greater China Funds), which are expected to focus on a portfolio of high-conviction stocks.

Investment Objective of the Scheme

The primary investment goal of Edelweiss Greater China Equity OffShore Fund Direct Plan-Growth is to provide long-term capital appreciation by choosing and investing in the equity of Greater China firms with a strong return on equity and low debt. The fund's goal is to give Indian investors access to the potential growth of enterprises in the Greater China area. The fund has this goal in mind since it believes that the Greater China region has fast economic growth and a variety of emerging market choices.

Key Features of The Fund

5-year return 8.02%
Expense Ratio 1.4%
Fund Manager Bhavesh Jain
Fund Size ₹1273.08 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Edelweiss Greater China Equity OffShore Fund Direct Plan-Growth may be considered if you wish to diversify your portfolio and explore international growing markets like those of Hong Kong and China. This may be considered if you are a long-term investor who has a high-risk appetite. Nevertheless, before you take any investment decisions, you may wish to do so by aligning your personal financial goals and needs with any investment.

AMC Contact Details

Name Edelweiss Mutual Fund
Launch Date 2009
Addresss Edelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098
Contact 1800 425 0090
Email EMFHelp@edelweissmf.com
Website https://www.edelweissmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Invest Smart, Start Your SIP Today

Take control of your financial future by using our systematic investment plan calculator. All you have to do is input your desired investment amount and time horizon into our SIP calculator. Witness firsthand the potential growth of your investments as you tailor your strategy to match your unique financial objectives. With a personalised approach, you can ensure steady wealth accumulation over time, bringing you closer to your financial goals.

FAQs

What is today's NAV of Edelweiss Greater China Equity Off Shore Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Edelweiss Greater China Equity Off Shore Fund Jun 14 2024 is 39.751

What is the AUM of Edelweiss Greater China Equity Off Shore Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Edelweiss Greater China Equity Off Shore Fund is 1273.08 crore.

What is the expense ratio of Edelweiss Greater China Equity Off Shore Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Edelweiss Greater China Equity Off Shore Fund is 1.4%

What are the returns of Edelweiss Greater China Equity Off Shore Fund since inception?

The Edelweiss Greater China Equity Off Shore Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 9.29 since inception.

What is the minimum SIP amount to invest in Edelweiss Greater China Equity Off Shore Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Edelweiss Greater China Equity Off Shore Fund is 100.

How do I invest in Edelweiss Greater China Equity Off Shore Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Edelweiss Greater China Equity Off Shore Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Edelweiss Greater China Equity Off Shore Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Edelweiss Greater China Equity Off Shore Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.