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Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan
★★★★★ 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%)25.16%
- Expense ratio (20%)0.57%
- AUM (15%)₹262 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Edelweiss Mutual Fund · Other · FoF Overseas
₹34.74
AUM: ₹261 Cr
NAV updated 25 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.57%
Exit Load
Exit load of 1%, if redeemed within 90 days.
Fund Manager
Gautam Kaul, Rahul Dedhia
Inception
Feb 2014
Benchmark
MSCI Europe Total Return Index
Sharpe Ratio
1.41
Std Dev (1Y)
15.12%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.33%
3m
+4.17%
6m
+5.18%
1y
+26.05%
3y
+25.16%
5y
+15.83%
10y
+13.61%
since inception
+13.85%
TopFund's Take on Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan 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 0.57%, 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 1.41 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 15.12% is fairly typical for FoF Overseas funds.
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 Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan
The current NAV (Net Asset Value) of Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan is ₹34.74. NAV is updated every business day after market close by AMFI.
1Y: 26.05% · 3Y CAGR: 25.16% · 5Y CAGR: 15.83%
The expense ratio of Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan is 0.57% per annum. This is the annual fee charged by the fund to manage your investment.
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan is managed by Gautam Kaul, Rahul Dedhia at Edelweiss Mutual Fund.
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan is a FoF Overseas fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan 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 Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan is ₹262 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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