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 |
| Â | (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 ✔Â
PLUS: Stability, track record, cost efficiency
âś“ Strong recent comeback with an impressive 37.60% 1-year return, making it one of the better-performing international themes lately.
âś“ Has delivered double-digit long-term returns since launch, showing that global diversification can add value over time.
âś“ Expense ratio of 0.75% is reasonable for an international FoF strategy.
âś“ Offers exposure to the Greater China theme, which adds geographical diversification beyond Indian equities.
âś“ Low minimum investment and SIP entry (Rs. 100) makes it accessible for gradual international allocation.
âś“ Backed by Edelweiss Mutual Fund, which has built a visible international fund lineup.
âś“ 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.Â
Suitable For Which Investors?Â
International funds are suitable for investors:Â
1. Seeking exposure in shares of foreign companies for diversificationÂ
2. Aiming for long-term wealth creationÂ
3. With a 5+ year investment horizonÂ
4. Who are at ease with the market’s ups and downsÂ
Note:Â
• Invest only through SIPÂ
• Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directlyÂ
Fund’s Investment Strategy:Â
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.Â
Fund Manager:Â
1) Bharat LahotiÂ
Education: Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management StudiesÂ
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.Â
2) Bhavesh JainÂ
Education: Mr. Jain is a MMS (Finance) from Mumbai University.Â
Experience: Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.Â
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 |
| Â | (As on 28-Feb-2026) |
| Expense | 0.75% |
| Â | (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
| Â | 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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