Edelweiss Greater China Equity Off shore Fund Direct Growth

Edelweiss Greater China Equity Off shore Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Bharat Lahoti, Bhavesh Jain. The fund could potentially beat inflation in the long-run.

1. Edelweiss Greater China Equity Off shore Fund Direct Growth has ₹1820 Cr worth of assets under management (AUM) as on Dec 1969 and is more than category average.
2. The fund has an expense ratio 1.5.
   

Edelweiss Greater China Equity Off shore Fund Direct Growth has given a CAGR return of 9.99% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 17.17%, 3.47% and 3.30% respectively.

Edelweiss Greater China Equity Off shore Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Consumer Cyclical, Communication, Financial Services, Industrial, Consumer Defensive, Real Estate, Health, Corporate, Utilities, Derivatives, Government. Its top holdings are JPM Greater China I2 (acc) USD, JPM Greater China 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 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The primary investment objective of the Scheme is to provide long term capital appreciation by investing in JPMorgan Funds - Greater China Fund, an equity fund which invests primarily in a diversified portfolio of companies that are domiciled in, or carrying out the main part of their economic activity in, a country of Greater China region. 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 Greater China Equity Off shore Fund Direct Growth has no lock in period.