Rating : N/A
Edelweiss US Value Equity Offshore Fund Direct Growth
Fund of Funds
Fund Type
Open Ended
Investment Plan
Growth
Investment Plan
2%
Benchmark
Russell 1000 TR USD
Asset Size
49.35 Cr.
(As of 31 Dec, 2020)
Risk
High
Objective
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. However, there can be no assurance that the investment objective of the Scheme will be realised.
Fund manager
Hiten Shah
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹500
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
JPM US Value C (acc) USD
98.51%
Sector Allocation
About the Scheme Type
Similar to how funds invest in stocks and bonds, Fund of Funds are mutual fund schemes which invest in other mutual fund schemes. The fund manager can invest in the fund schemes of same mutual fund house or different mutual fund houses. It’s particularly good for smaller risk averse investors with the capacity of putting in small amounts every month as the fund’s diversification reduces the risk to a certain extent. Few advantages of Fund of Funds include Tax friendly, ease of handling as there’s just one NAV and folio to track, small investor friendly, while the disadvantages come in the form of high expense ratio and possibility of more than required diversification.
Ratings
This fund is rated 0 stars by Morning Star Ratings.
N/A
Overview of Edelweiss Asset Management Limited
Edelweiss Financial Services is one of India’s leading financial conglomerates, offering a robust platform, to a diversified client base across domestic and global geographies. Customer centricity is core to the Edelweiss Financial Services. Being present in every financial life stage of a customer, helping them create, grow and protect their wealth, are our key lines of business.
- Credit (Retail, Corporate)
- Investment & Advisory (Wealth Management, Asset Management and Capital Markets)
- Insurance
Edelweiss Mutual Fund suite encompasses the entire risk return spectrum and are designed to offer the best opportunity for investment growth in Indian & global asset classes. We, at Edelweiss Mutual Fund, believe in providing simple True To Label products and solutions for investors. We also provide world class knowledge platforms for our partners and investors to keep them updated. Our endeavour is to provide the best digital experience to investors and partners through continuous innovation and cutting edge technology.
Edelweiss Financial Services group is an exciting place to work with young team and diverse experience. We strongly believe and value team work. We are present across the country in 11 locations with a robust team with rich experience across the Asset Management industry.