March 26, 2026
RA Jainee
Edelweiss Greater China Equity Offshore Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 63.05 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | — |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | MSCI Golden Dragon |
| AUM Rs. | 2,789 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.75% |
| 1 Year Return (%) | 37.60 |
| 3 Year Return (%) | 13.81 |
| 5 Year Return (%) | 2.74 |
| 10 Year Return (%) | 13.04 |
| Return Since Launch | 11.83% |
⚖️ Sahifund Review – Edelweiss Greater China Equity Offshore Fund ✔
PLUS: Stability, track record, cost efficiency
✓ Strong recent comeback with an impressive 37.60% 1-year return, making it one of the better-performing international themes lately.
✓ Has delivered double-digit long-term returns since launch, showing that global diversification can add value over time.
✓ Expense ratio of 0.75% is reasonable for an international FoF strategy.
✓ Offers exposure to the Greater China theme, which adds geographical diversification beyond Indian equities.
✓ Low minimum investment and SIP entry (Rs. 100) makes it accessible for gradual international allocation.
✓ Backed by Edelweiss Mutual Fund, which has built a visible international fund lineup.
✓ Suitable only as a small satellite SIP allocation for investors seeking global diversification.
MINUS: Large AUM, large-cap bias, momentum lag
⚖️ Despite recent rally, 5-year return is only 2.74%, which shows weak long-term wealth creation versus many alternatives.
⚖️ Has clearly underperformed US-focused global funds over 3 and 5 years.
⚖️ China-focused investing carries high geopolitical, regulatory and currency risk.
⚖️ Being a single-region international fund, diversification is narrower than global or US-based funds.
⚖️ Performance can be highly cyclical, with sharp phases of both underperformance and rebound.
⚖️ Investors must accept that this is more of a tactical international bet, not a dependable core equity fund.
Sahifund View (Decisive Line):
A high-risk international diversification play with strong recent momentum — but only for tactical SIP investors, not for conservative long-term core allocation.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
International funds are suitable for investors:
1. Seeking exposure in shares of foreign companies for diversification
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly
Fund’s Investment Strategy:
The Scheme is 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 Manager:
1) Bharat Lahoti
Education: Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience: Prior to joining Edelweiss Asset Management Limited as a Fund Manager – Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager – Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
2) Bhavesh Jain
Education: Mr. Jain is a MMS (Finance) from Mumbai University.
Experience: Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Edelweiss Greater China Equity Offshore Fund
| Fund House | Edelweiss Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 11.83% |
| Benchmark | MSCI Golden Dragon |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 2,789 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.75% |
| (As on 28-Feb-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Edelweiss Greater China Equity Offshore Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Edelweiss Greater China Equity Offshore Dir | 6.30 | -1.82 | -1.19 | 7.46 | 7.06 | 37.60 | 13.81 | 2.74 | 11.99 | 13.04 |
| BSE 500 TRI | -11.74 | 1.95 | -9.62 | -11.66 | -9.05 | -1.62 | 14.57 | 12.52 | 13.22 | 13.90 |
Peer Comparison of Edelweiss Greater China Equity Offshore Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Edelweiss Greater China Equity Offshore Dir | Unrated | 37.60 | 13.81 | 2.74 | 0.75 | 2,789 | 11.83 | 1.00 (90) | 13Y 2M | 13.00 |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 20.96 | 30.48 | 19.10 | 0.22 | 5,882 | 23.97 | 1.00 (15) | 7Y 3M | — |
| Franklin U.S. Opportunities Equity Active FoF Dir | Unrated | 13.90 | 21.85 | 11.32 | 0.60 | 4,462 | 16.65 | 1.00 (365) | 13Y 2M | 2.44 |
| Kotak US Specific Equity Passive FoF Dir | Unrated | 30.58 | 29.51 | 19.17 | 0.24 | 3,707 | 17.56 | — | 5Y 1M | 1.12 |
| Edelweiss US Technology Equity FoF Dir | Unrated | 22.43 | 29.37 | 13.17 | 0.73 | 3,350 | 21.42 | 1.00 (90) | 6Y | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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