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Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 85/100 · Excellent
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)27.39%
- Expense ratio (20%)0.56%
- AUM (15%)₹259 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Edelweiss Mutual Fund · Other · FoF Overseas
₹28.3
AUM: ₹258 Cr
NAV updated 25 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
0.56%
Exit Load
Exit load of 1%, if redeemed within 90 days.
Fund Manager
Hiten Shah
Inception
Jul 2014
Benchmark
MSCI Emerging Markets Total Return Index
Sharpe Ratio
2.0
Std Dev (1Y)
23.0%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+2.73%
3m
-3.07%
6m
+12.87%
1y
+55.01%
3y
+27.39%
5y
+10.68%
10y
+12.34%
since inception
+11.86%
TopFund's Take on Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option
Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option ranks among the stronger performers in the FoF Overseas category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 85/100.
Cost: At 0.56%, the expense ratio is roughly in line with the FoF Overseas category average of 0.54% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 2.0 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, with 23.0% annualised volatility, this is among the more turbulent funds in the FoF Overseas space — expect sharp swings in both directions.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Other fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option
The current NAV (Net Asset Value) of Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option is ₹28.3. NAV is updated every business day after market close by AMFI.
1Y: 55.01% · 3Y CAGR: 27.39% · 5Y CAGR: 10.68%
The expense ratio of Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option is 0.56% per annum. This is the annual fee charged by the fund to manage your investment.
Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option is managed by Hiten Shah at Edelweiss Mutual Fund.
Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option is a FoF Overseas fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option is ₹259 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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