Skip to content
SmartFigure
Edelweiss Mutual Fund

Edelweiss Emerging Markets Opportunities Equity Offshore Fund

Edelweiss Mutual Fund · Direct plan · Growth

3-year returns
28.5%
a year
NAV
₹30.93
▲ 0.44% · 18 Sept 2026
Fund size
₹275 Cr
Expense ratio
1.47%
a year

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹28.19 and has returned 27.35% a year over 3 years.

Returns, and where it stands

Against the average fund of funds (overseas), and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year45.5%23.9%ahead4 of 48
3 years28.5%23.6%ahead11 of 43
5 years12%13%behind19 of 32
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.5%0.4%
3 months-4%-4.2%
6 months17%16.5%
1 year45.5%44.3%
2 yearsp.a.38.1%36.9%
3 yearsp.a.28.5%27.3%
5 yearsp.a.12%11%
7 yearsp.a.13%12%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Nov 2016.

Plan

NAV history

▲ 45.54% in the last 1Y

21.327.132.918 Sept 202525 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹1,20,310
XIRR (per year)
36.37%
Value today
₹3,00,310

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
18.2% a year
about the same as the fund of funds (overseas) average
Worst fall so far
−38.8%
Feb 2021 to Oct 2022, against −29.7% for the category.
Years that made money
75.8%
Of every one-year stretch it has been through.
Over any three years
-9.3% to 31%
A year, at worst and at best. Typically 7.6%.

Fund details

Minimum top-up
₹100
Lock-in
None
Plan started
7 Jul 2014
Expense ratio
1.47%
as of 31 Jul 2026

Managed by Bhavesh Jain, Bharat Lahoti

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Edelweiss Emerging Markets Opportunities Equity Offshore Fund against other funds in the Fund of Funds (Overseas) category
Fund1Y3Y5YExpenseFund size
DSP World Gold Mining Overseas Equity Omni FoF57.46%56.87%31.69%2.61%₹1,828 Cr
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund42.68%38.19%0.69%₹480 Cr
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund65.43%35.15%0.98%₹328 Cr
Navi NASDAQ100 US Specific Equity Passive FOF31.85%31.11%0.16%₹1,252 Cr
Kotak US Specific Equity Passive FOF30.42%30.61%20.25%0.64%₹4,542 Cr
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund30.39%30.44%0.4%₹469 Cr
Edelweiss Emerging Markets Opportunities Equity Offshore Fund45.54%28.45%11.96%1.47%₹275 Cr

About Edelweiss Emerging Markets Opportunities Equity Offshore Fund

Edelweiss Emerging Markets Opportunities Equity Offshore Fund is a fund of funds (overseas) managed by Edelweiss Mutual Fund. Fund of funds that invest in international mutual funds or ETFs, giving exposure to markets such as the US.

The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

The scheme's stated objective, as published by Edelweiss Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹30.9321140327
RegularGrowth₹28.188140328

Frequently asked questions

What is the NAV of Edelweiss Emerging Markets Opportunities Equity Offshore Fund today?

The NAV of Edelweiss Emerging Markets Opportunities Equity Offshore Fund (Direct plan, Growth) is ₹30.9321 and the Regular plan NAV is ₹28.188, as of 18 Sept 2026.

What returns has Edelweiss Emerging Markets Opportunities Equity Offshore Fund given?

Over the last year the Direct plan returned 45.54%, and 28.45% a year over 3 years and 11.96% a year over 5 years. That places it 11 of 43 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Edelweiss Emerging Markets Opportunities Equity Offshore Fund?

The Direct plan charges 1.47% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

How much has Edelweiss Emerging Markets Opportunities Equity Offshore Fund fallen in the past?

Its deepest fall was 38.8% from 17 Feb 2021 to 28 Oct 2022. Of every one-year stretch in its history, 76% ended in a gain.

Which category does Edelweiss Emerging Markets Opportunities Equity Offshore Fund belong to?

It is a Fund of Funds (Overseas) from Edelweiss Mutual Fund. Fund of funds that invest in international mutual funds or ETFs, giving exposure to markets such as the US.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Edelweiss Emerging Markets Opportunities Equity Offshore Fund taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.