Edelweiss US Value Equity Offshore Fund

Fund of FundsOther Rank 64 of 139

NAV · Direct-Growth

₹48.91-0.49-0.99%

As of 1 Sept 2026 · AMFI

NAV growth+30.5%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

Beats its Fund of Funds category on 1Y & 5Y but trails on 3Y.

1Y return

+29.6%

+4.9 vs cat

3Y CAGR

+20.0%

-1.3 vs cat

5Y CAGR

+15.0%

+1.3 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

12.3%

3Y std dev

Go deeper on Edelweiss US Value Equity Offshore Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Edelweiss US Value Equity Offshore Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Edelweiss US Value Equity Offshore Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Edelweiss US Value Equity Offshore Fund is a Fund of Funds scheme from Edelweiss. Long-run track record: about 15.0% CAGR over 5 years. Worst historical drawdown: -35% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF843K01EC1

NAV (Direct-Growth)

₹48.9113

Last 1Y

+30.47%

Sept 25Min ₹37.49 · Max ₹50.26 · 235 ptsSept 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-34.8%

Peak ₹19.28 on 12 Feb 2020 → trough ₹12.57 on 23 Mar 2020 (1 months down).

Recovered in 8 months· 9 Nov 2020

Dec 2018

-19.5%

Peak ₹17.69 on 4 Oct 2018 → trough ₹14.24 on 27 Dec 2018 (3 months down).

Recovered in 10 months· 1 Nov 2019

Apr 2025

-16.3%

Peak ₹37.01 on 7 Feb 2025 → trough ₹30.98 on 7 Apr 2025 (2 months down).

Recovered in 4 months· 13 Aug 2025

Feb 2016

-13.0%

Peak ₹12.82 on 18 Aug 2015 → trough ₹11.15 on 11 Feb 2016 (6 months down).

Recovered in 5 months· 12 Jul 2016

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-1.92%	-1.90%	152/ 233
1M	+0.34%	+2.38%	154/ 231
3M	+6.42%	-0.02%	19/ 227
6M	+15.21%	+3.09%	22/ 215
YTD	+20.25%	+8.72%	25/ 203
1Y	+29.62%	+24.76%	71/ 189
2Y	+20.25%	+21.81%	77/ 155
3Y	+20.01%	+21.30%	64/ 139
5Y	+15.01%	+13.72%	31/ 97
7Y	+16.32%	+14.94%	25/ 70
10Y	+14.10%	+12.17%	20/ 65

Available plans & options

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