Edelweiss US Value Equity Offshore Fund Option

by Edelweiss Mutual Fund · Direct Plan · Growth
7.1 / 10
BullWiser Honest Score
37.1%
1Y Return
20.3%
3Y CAGR
--
Exp. Ratio
Edelweiss US Value Equity Offshore Fund Option is an average performer in its category with a BullWiser Honest Score of 7.1/10 — above the Other Scheme - FoF Overseas category median of 6.7/10 across 54 funds. Its 3-year CAGR of 20.3% underperforms the Other Scheme - FoF Overseas category average of 23.9% by -3.6 percentage points. As a Direct plan, Edelweiss US Value Equity Offshore Fund Option eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
Edelweiss US Value Equity Offshore Fund Option
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟡 Average
1Y Return
37.1%
3Y CAGR
20.3%

vs Category Average — Other Scheme - FoF Overseas

This fund
-3.6% vs category avg
TER data not available
This fund
+0.4 vs category avg

Category: Other Scheme - FoF Overseas · 54 Direct-plan funds compared · 11% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Edelweiss US Value Equity Offshore Fund Option?
Edelweiss US Value Equity Offshore Fund Option has a BullWiser Honest Score of 7.1/10 (AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Edelweiss US Value Equity Offshore Fund Option?
The Total Expense Ratio (TER) of Edelweiss US Value Equity Offshore Fund Option Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Edelweiss US Value Equity Offshore Fund Option?
Edelweiss US Value Equity Offshore Fund Option has delivered 37.1% 1-year returns and 20.3% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Edelweiss US Value Equity Offshore Fund Option a good investment?
BullWiser rates Edelweiss US Value Equity Offshore Fund Option as AVERAGE (Honest Score 7.1/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Other Scheme - FoF Overseas category.
How does Direct Plan differ from Regular Plan for Edelweiss US Value Equity Offshore Fund Option?
The Direct plan of Edelweiss US Value Equity Offshore Fund Option has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

See Full Analysis on BullWiser

NAV chart, holdings, Direct vs Regular savings, Sharpe ratio, and personalised comparison — all free.

Open in MF Analyser →
Browse Other Scheme - FoF Overseas Funds
⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor. Honest Scores and verdicts are algorithmic assessments based on publicly available data. They are not buy/sell recommendations. Please consult a financial advisor before investing. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.