MonitorDirect · GrowthWatch before adding
Edelweiss Europe Dynamic Equity Offshore Fund
- NAV
- 33.214
- 26 Oct 2026
- 1Y
- +18.1%
- Trailing CAGR
- AUM
- ₹274.75 Cr
- 31 Aug 2026
- Volatility
- High
- 16.8% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 26 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Three-year return is above the category median.
Prefer peers if · Prefer DSP US Specific Equity Omni FoF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
9.9 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.68% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -35.7%. Ask whether you can hold through a similar fall.
Vs category
Watch
52% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+18.1%
- 3Y+26.2%
- 5Y+14.4%
- 10Yn/a
- SI+13.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.1%
- 3Y+21.3%
- 5Y+20.1%
- 10Yn/a
- Since inception
- +13.1%
- Calendar-day CAGR
- Excess 1Y
- +4.7%
- Category median, same plan and option
- 3Y win rate
- +52%
- Windows beating the median
- 3Y percentile
- 65
- Vs comparable share classes
- SIP 3Y XIRR
- +21.3%
- Simulated monthly SIP
- Worst rolling 3Y
- -7.6%
- 1676 daily-ending windows
- Median rolling 3Y
- +10.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1192 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -35.7%
- Worst peak-to-trough
- Current
- -7.1%
- Below last peak
- Current spell
- 61 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 134 recovered episodes
- Longest recovery
- 419 days
- Trough to prior peak
19 Feb 2020 – 13 Aug 2020
Trough 18 Mar 2020 · recovered in 148 days
-35.7%
4 Jan 2022 – 27 Jan 2023
Trough 29 Sept 2022 · recovered in 120 days
-23.7%
25 Sept 2018 – 19 Feb 2020
Trough 27 Dec 2018 · recovered in 419 days
-22.7%
19 Mar 2025 – 23 Apr 2025
Trough 7 Apr 2025 · recovered in 16 days
-13.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
65
Vs category
80
Consistency
50
Risk-adjusted
50
Drawdown
11
Mean
51
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Three-year return is above the category median.
Portfolio
31 Aug 2026 · 4 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
95.6%
Debt
4.5%
Sectors
Others
100.0%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
DSP US Specific Equity Omni FoF
DSP Mutual Fund
- 1Y
- +27.7%
- 3Y
- +29.7%
- Vol
- 16.7%
- Max DD
- -28.1%
- Sharpe
- 0.82
- 3Y win
- +99%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Bandhan US specific Equity Active FOF
Bandhan Mutual Fund
- 1Y
- +6.7%
- 3Y
- +27.1%
- Vol
- 21.1%
- Max DD
- -27.1%
- Sharpe
- 0.55
- 3Y win
- +99%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund
ICICI Prudential Mutual Fund
- 1Y
- +63.8%
- 3Y
- +37.5%
- Vol
- 25.3%
- Max DD
- -24.3%
- Sharpe
- 1.02
- 3Y win
- +79%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Kotak US Specific Equity Passive FOF
Kotak Mahindra Mutual Fund
- 1Y
- +25.1%
- 3Y
- +33.1%
- Vol
- 21.3%
- Max DD
- -29.1%
- Sharpe
- 0.76
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
DSP Global Innovation Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +16.8%
- 3Y
- +30.1%
- Vol
- 20.6%
- Max DD
- -27.6%
- Sharpe
- 0.74
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER