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Fund of Funds (Overseas)📊 MSCI Golden Dragon Index (Total Return Net)

Edelweiss Greater China Equity Off-shore Fund · Regular · Growth

Edelweiss Mutual Fund

#9 of 52 (1Y)

NAV

₹65.9210

as of 16 Jun 2026

Expense Ratio

1.64%

AUM

₹2,713 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+11.81%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+12.39%

Returns calculated from 13 February 2026 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,01,500

Invested

₹3,12,792

Value today

12.2%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹6,445

Value today

11.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹10,15,000

Withdrawn

₹33,17,481

Corpus left

+₹33,32,481 net gain — withdrew ₹10,15,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹38,17,147

Value today

-1.3%

vs lumpsum

Direct lumpsum would have beaten STP by 1.3% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,21,980

Value today

2.2×

Multiple

Staying invested through that crash turned ₹1L into ₹2,21,980 — a 2.2× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

1.45

Sharpe Ratio

Alpha

Beta

1.45

Sortino

22.64%

Std Dev

-20.60%

Max Drawdown

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:MSCI Golden Dragon Index (Total Return Net)

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Fund Details

Fund HouseEdelweiss Mutual Fund
CategoryFund of Funds (Overseas)
BenchmarkMSCI Golden Dragon Index (Total Return Net)
Launch Date28 Jul 2009
AMFI Code140242
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100

Available transactions

SIPRedeemSWPSwitchSTPDemat

Investment Objective

Edelweiss Greater China Equity Off-shore Fund · Regular · Growth by Edelweiss Mutual Fund is a Fund of Funds (Overseas) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Overseas) category.

About This Fund

Edelweiss Greater China Equity Off-shore Fund · Regular · Growth is a Fund of Funds (Overseas) mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 16 years. It manages assets worth ₹2,713 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against MSCI Golden Dragon Index (Total Return Net). The current expense ratio is 1.64%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations