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Edelweiss ASEAN Equity Off-shore Fund - Direct Plan - Growth Option

Edelweiss · Scheme 140256

42.37 0.38%NAV · 2026-08-05
53
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
15.7%
Risk level
High
Min SIP
Benchmark
Underlying index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+3.77%
3 Months+7.72%
6 Months+11.73%
1 Year+25.94%
3 Years (CAGR)+15.70%
5 Years (CAGR)+11.67%
10 Years (CAGR)
Since Launch+10.02%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns50
Consistency64
Risk-adjusted23
Downside protection44
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +15.7%
  • 1Y return: +25.9%
  • Positive 3Y windows: 98% of rolling 3Y windows positive
  • Return stability: rolling-return std 4.0%
  • Volatility: 14% annualised

What to watch

  • 3Y CAGR vs category: -7.6% vs category avg
  • 1Y return vs category: -6.3% vs category avg
  • Beat category: beat category in 13% of windows
  • Sharpe ratio: 0.32

Risk metrics

Sharpe ratio
0.32
Sortino ratio
0.41
Volatility
14.21%
Max drawdown
-36.08%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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