Edelweiss Greater China Equity Off Shore Fund
Direct · Growth ₹74.42
03 Jul 2026
NAV
10.1%
3Y CAGR
10.8%
5Y CAGR
9.8%
10Y CAGR
10.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.35
Sharpe
-54.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.81 L | 16.0% | -51.7% | 126.2% |
| 3 Years | ₹36.00 L | ₹41.65 L | 11.5% | -23.4% | 55.3% |
| 5 Years | ₹60.00 L | ₹78.22 L | 11.0% | -7.7% | 37.8% |
| 7 Years | ₹84.00 L | ₹1.20 Cr | 11.1% | -1.4% | 29.2% |
| 10 Years | ₹1.20 Cr | ₹1.79 Cr | 8.3% | 3.4% | 15.2% |
| 12 Years | ₹1.44 Cr | ₹2.79 Cr | 10.2% | 5.3% | 14.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.0% | 14.5% | 16.0% | +1.5% |
| 3 Years | 11.5% | 11.2% | 16.3% | +0.3% |
| 5 Years | 11.0% | 10.4% | 13.3% | +0.6% |
| 7 Years | 11.1% | 10.6% | 10.4% | +0.5% |
| 10 Years | 8.3% | 11.5% | 10.2% | -3.2% |
| 12 Years | 10.2% | 11.4% | 11.7% | -1.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.7% | 13.7% | -44.0% | 90.2% | 0.32 | 0.65 | 70% | — | — |
| 3 Years | 10.1% | 11.2% | -19.5% | 33.5% | 0.32 | 0.52 | 84% | — | — |
| 5 Years | 10.8% | 9.2% | -1.1% | 32.0% | 0.62 | 2.57 | 99% | — | — |
| 10 Years | 9.8% | 9.1% | 5.6% | 15.8% | 1.35 | 46.92 | 100% | — | — |
-54.4%
Max Drawdown
21 mo
Drawdown Duration
42 mo
Recovery Time
-16.6%
Avg Drawdown
Calmar Ratio by Duration
0.27
1Y
0.19
3Y
0.20
5Y
0.22
7Y
0.18
10Y
0.20
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +37.74 | 0.69 | 99.3% | 47.6% | 38.7% | -1.6% |
| 3 Years | +11.98 | 0.45 | 64.0% | 41.5% | 18.8% | 7.3% |
| 5 Years | -3.15 | 0.49 | 51.9% | 48.5% | 4.5% | 8.9% |
| 7 Years | +4.43 | 0.47 | 53.1% | 42.6% | 13.5% | 11.9% |
| 10 Years | +4.83 | 0.48 | 55.5% | 43.9% | 13.5% | 10.9% |
| 12 Years | +3.31 | 0.50 | 55.8% | 46.3% | 11.6% | 10.1% |
| 15 Years | +3.08 | 0.46 | 52.5% | 42.4% | 11.1% | 9.8% |