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This International Equity FoF Has Given 40.3% Returns On 5-Years SIP

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International mutual funds invest primarily in equities, equity-related products, and debt instruments issued by corporations listed outside of India. These money are frequently referred to as international or foreign funds. An investor seeking a long-term investment may want to consider this as an option in their portfolio.

 

What are the benefits of investing in international funds?

The geographic diversification of an investor's portfolio is increased by including overseas mutual funds. It also allows investors to profit from the economic cycles of other countries. A fund manager's technical competence might also assist a rookie investor in taking a chance on the international markets.

Edelweiss US Value Equity Offshore Fund - Direct Plan-Growth

Edelweiss US Value Equity Offshore Fund - Direct Plan-Growth

This is a International Equity Fund of Fund (FoF) from Edelweiss Mutual Fund, launched on 07 August 2013. It is an open-ended medium-sized fund of its category. It is rated highly risky for investment.

It has worth Rs 78.04 Crore Asset Under Management (AUM). The Net Asset Value (NAV) of this fund declared on 10th May 2022 is Rs 24.8487. This fund has a high expense ratio of 1.43% compared to its category average expense ratio. The fund is managed by Bhavesh Jain and Bharat Lahoti.

The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - US Value Fund, an equity fund which invests primarily in a value style biased portfolio of US companies.

The minimum investment amount required for lump sum payment in this fund is Rs 5000, whereas, for additional investment, it is Rs 500. The fund requires a minimum of Rs 500 to start SIP. The direct Growth option of this fund has no lock-in period. However, it charges 1% for redemption within 365 days of the investment. The fund could potentially beat inflation in the long run.

Absolute And Annualised Returns
 

Absolute And Annualised Returns

Lump-Sum Investment Returns

In the last 1-year, this fund has delivered 2.59% returns. The returns it has delivered are better than its category average returns. Since its inception, it has delivered 10.99% Annual Average Returns.

TenureAbsolute ReturnsAnnualised Returns
1 Year2.60%2.59%
2 Year52.10%23.29%
3 Year53.08%15.23%
5 Year79.82%12.45%
Since Inception149.23%10.99%

SIP Returns

The fund delivered negative returns in the last 1 year on SIP.

TenureAbsolute ReturnsAnnualised Returns
1 Year-0.60%-1.10%
2 Year14.53%13.66%
3 Year24.71%14.89%
5 Year40.30%13.52%
Portfolio

Portfolio

This fund has allocated its funds majorly in Cash Equivalent, Financial Services, Energy, Health, Industrial, Cyclical, Defensive, Technology, communication, Utilities, Basic Materials, and Real Estate Sectors. Its top holdings are JM US Value I (acc), Clearing Corporation of India Ltd., Net Receivable, and Accrued Interest.

Disclaimer

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

Story first published: Wednesday, May 11, 2022, 23:00 [IST]
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