Edelweiss Greater China Equity Off-Shore Fund-Dir (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Edelweiss Greater China Equity Off-Shore Fund-Dir (G) (17227) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Edelweiss Greater China Equity Off-Shore Fund-Dir (G)
Edelweiss Asset Mgt Ltd
To provide long term capital appreciation by investing in JPMorgan Funds - JF Greater China Equity Fund. an equity fund which invests primarily in a diversified portfolio of companies incorporated or which have their registered office located in, or derive the predominant part of their economic activity from, a country in the Greater China region.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Strong Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Balanced Mix
Management
Experienced Team
Quality Score
Average Quality
Edelweiss Greater China Equity Off-Shore Fund-Dir (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Equity Exposure
Market exposure level
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| JPM GREATER CHINA-I-I2 USD | Debt Others | 54.25% |
| JPM GREATER CHINA-I AC | Debt Others | 45.19% |
| C C I | Debt Others | 0.86% |
| Accrued Interest | Debt Others | 0.00% |
Compare against FoFs Overseas category average
Performance Summary
This comparison shows how the fund performs relative to the FoFs Overseas category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in FoFs Overseas category
Edelweiss Greater China Equity Off-Shore Fund-Dir (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) | ₹90.28 | 10.91% | 19.59% | 22.94% |
| Franklin U.S. Opportunities Equity Active Fund of Funds-Dir(IDCW) | ₹90.28 | 10.91% | 19.59% | 22.94% |
| Franklin U.S. Opportunities Equity Active Fund of Funds (G) | ₹79.71 | 10.38% | 18.48% | 21.77% |
| Franklin U.S. Opportunities Equity Active Fund of Funds (IDCW) | ₹79.71 | 10.38% | 18.48% | 21.77% |
| DSP US Specific Equity Omni FoF - Dir (G) | ₹77.77 | 15.53% | 22.60% | 20.01% |
| DSP US Specific Equity Omni FoF - Reg (G) | ₹70.80 | 15.05% | 21.57% | 19.00% |
| DSP US Specific Equity Omni FoF - Dir (IDCW) | ₹65.08 | 15.30% | 22.35% | 21.66% |
| PGIM India Global Equity Opportunities Fund of Fund - Dir (G) | ₹53.35 | 4.93% | 6.47% | 21.55% |
| Edelweiss Greater China Equity Off-Shore Fund (G) | ₹51.54 | 17.78% | 42.84% | 10.24% |
| DSP World Gold Mining Overseas Equity Omni FoF-Dir (G) | ₹50.44 | 62.23% | 74.48% | 44.14% |
Category Average Returns
Bhavesh Jain
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.