NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Edelweiss Greater China Equity Off-shore Fund Growth for NRI [37.16]

Min Investment

100

Fund Size

1,595.89 Cr

Expense Ratio

2.4%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

37.16

-1.56%

NAV as on 16 Nov 24, 12:00 AM

very high risk

global other

fof

NAV as on 16 Nov 24, 12:00 AM

very high risk

global other

fof

11.96%p.a.

Last 1Y

-9.78%p.a.

Last 3Y

3.98%p.a.

Last 5Y

9.14%p.a.

Since Inception

About Edelweiss Greater China Equity Off-shore Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Edelweiss Greater China Equity Off-shore Fund Growth scheme from Edelweiss Asset Management Limited. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Aug 2009, Edelweiss Greater China Equity Off-shore Fund Growth is Global - Other fund of its category with 1,595.89 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.

  • Edelweiss Greater China Equity Off-shore Fund Growth delivered 12.0% annual returns during the last year. It has delivered 9.1% average annual returns since the fund was launched.
  • Edelweiss Greater China Equity Off-shore Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in fof

Fund Objective

The primary investment objective of the Scheme is to provide long term capital appreciation by investing in JPMorgan Funds - Greater China Fund, an equity fund which invests primarily in a diversified portfolio of companies that are domiciled in, or carrying out the main part of their economic activity in, a country of Greater China region. However, there can be no assurance that the investment objective of the Scheme will be realised.

Top 1 Holdings

JPM Greater China I2 (acc) USD

98.47%

Fund Managers

  1. Bhavesh Jain (Apr 2018 - Present)
  2. Bharat Lahoti (Oct 2021 - Present)

Key Information

View Scheme Document

Edelweiss Greater China Equity Off-shore Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Edelweiss Greater China Equity Off-shore Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Edelweiss Greater China Equity Off-shore Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Edelweiss Greater China Equity Off-shore Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions