Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth

Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth is an equity fund. This fund was started on 7 July, 2014. The fund is managed by Bhavesh Jain, Bharat Lahoti. The fund could potentially beat inflation in the long-run.

1. Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth has ₹118 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 1.5.
   

Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth has given a CAGR return of 4.76% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.94%, -1.91% and 3.71% respectively.

Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Communication, Consumer Defensive, Energy, Basic Materials, Utilities, Industrial, Health, Real Estate, Government, Corporate. Its top holdings are JPM Emerging Mkts Opps I (acc) USD

As it is a global - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Dividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.

The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth has no lock in period.