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Should You Invest In Edelweiss Greater China Equity Off-shore Fund? – Regular Plan

In this blog, we share key facts about the Edelweiss Greater China Equity Off-shore Fund, including the fund’s historical performance, the current portfolio of stocks, and how you can invest in the fund using Cube Wealth.
March 2, 2021

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[Updated on 24th August 2021]

Edelweiss Greater China Equity Off-shore Fund is a ‘Fund Of Funds’. An FoF scheme primarily invests in the units of other mutual funds rather than investing directly in stocks, bonds or other securities.

In this story, we'll tell you more about the Edelweiss Greater China Equity Off-shore Fund right from what it invests in to how you can invest in it using Cube Wealth. 

All About The Edelweiss Greater China Equity Off-Shore Fund

Edelweiss Greater China Equity Off-shore Fund is an international open-ended equity scheme that primarily invests in JPMorgan Funds - Greater China Fund.

The JF Greater China Equity Fund further invests in companies incorporated or registered in the Greater China region, which includes Mainland China, Hong Kong, Macau, and Taiwan. 

It has a diverse portfolio with investments in companies of different sizes, sectors and countries. This helps the fund diversify its risk and limits the investor's dependency on a single economy.

Want to understand your risk profile? Take the risk analysis quiz on the Cube Wealth app today. 

investment Facts


Primary Investment Objective

The fund aims to provide long term capital growth by investing predominantly in JPMorgan’s Greater China Fund. Its portfolio has a mix of companies that are headquartered or primarily operating in the Greater China region.

However, there is no assurance that the investment objective of the scheme will be met. Thus, it is recommended to consult a Cube Wealth Coach before investing in any international mutual fund.

Edelweiss Greater China Equity Off-shore Fund Information

1. Mutual Fund: Edelweiss Greater China Equity Off-shore Fund

2. Category: FoFs (Overseas)

3. Date of Inception: 26-Aug-2009

4. 1-Year Returns: 20.73%

5. 3-Year Returns: 21.33%

6. 5-Year Returns: 21.03%

7. Returns Since Inception: 14.34%%

8. NAV: ₹50.27

9. Benchmark Index: MSCI Golden Dragon Index

10. Minimum Investment Amount in Cube: ₹5,000

11. Expense Ratio: 2.38%

12. AUM: ₹1,791 crores

13. 52-Week NAV High: ₹62.77

14. 52-Week NAV Low: ₹28.25

Note: All facts and figures are updated as of 18/06/2021 and are taken from publicly available sources. While we update our pages regularly, we advise you to check the Cube Wealth App for the latest data.

Check out Cube’s SIP calculator to calculate SIP returns you can earn from the Edelweiss Greater China Equity Off-shore Fund.

Edelweiss Greater China Equity Off-shore Fund Portfolio

 

Company Name

Ticker

Taiwan Semiconductor Manufacturing

TSM

Tencent Holdings

TCTZF

Alibaba Group Holding

BABAF

Meituan Class B

MPNGF

Ping An Insurance (Group) Company of China

PIAIF

Hong Kong Exchanges & Clearing

HKEX

Wuxi Biologics (Cayman) Inc.

WXIBF

Note: Stocks mentioned above are a part of the fund’s portfolio as of 01-08-2021. This information is subject to change at any time.

The Fund Managers Behind Edelweiss Greater China Equity Off-shore Fund 

The Fund Managers for Edelweiss Greater China Equity Off-shore Fund as of 2nd March 20201, are Bhavesh Jain and Hardik Varma.

Bhavesh Jain is an MMS (Finance) from Mumbai University. He has had a decade long career dealing in equity markets. He is currently the Fund Manager and Deputy Vice President at Edelweiss, managing several funds for them.

Hardik Verma completed his B.Tech in Information Technology from Nirma University and an MBA in finance from NMIMS. He has also successfully completed all 3 levels of CFA Program (US). 

Mr Verma has over 5 years of experience in the financial markets. Before joining Edelweiss Mutual Fund, he worked with ICICI Securities as a Research Analyst.

Competition

  • Motilal Oswal S&P 500 Index Fund
  • Franklin India Feeder - Franklin U.S. Opportunities Fund
  • Nippon India Japan Equity Fund
  • PGIM India Global Equity Opportunities Fund

Cube Wealth strongly advises investors to consult a Cube Wealth Coach before investing in any mutual fund.

Cube's Mutual Fund Advisor

The mutual funds available on the Cube Wealth app are handpicked by Wealth First, Cube’s mutual fund advisory partner. WF curates a list of the best mutual funds that you can invest in.  

Wealth First was founded in 2000 and has a track record of beating the market by ~50% over the past decade. They have over 3000+ clients and an AUM of ₹7000+ crores.

Download the Cube Wealth app to invest in the best international mutual funds in India.

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FAQs

1. What is Greater China Equity Offshore Fund?

Edelweiss Greater China Equity Off-Shore Fund is an international mutual fund that invests in JPMorgan Funds - Greater China Fund. It's simply a "Fund of Funds" that invests in another mutual fund. Edelweiss Greater China Equity Off-Shore Fund has generated 24.75% CAGR over the past 5 years. Cube gives you access to this mutual fund with expert advice from Wealth First. Access Fund Now

2. Should I invest in Edelweiss Greater China Equity Off-Shore Fund?

An international mutual fund like Edelweiss Greater China Equity Off-Shore Fund is a high risk, high reward investment that's generally known to be suitable for the long term (5+ years). While the fund has generated over 24% returns in the long term, it would be best to take Cube's risk analysis quiz to understand whether you should add this fund to your portfolio.

Team Cube

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