Edelweiss Mutual Fund Other FoF Overseas
Expense Ratio
0.60%
AUM
₹91.25 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
+72.88%
Excellent
6 Months
+39.60%
Excellent
1 Year
+49.89%
Excellent
3 Years
+22.97%
Excellent
5 Years
+16.94%
Excellent

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹91.25 Cr
Recent Trend
Growing
Stability Score
28.7
Growth Assessment
Excellent Growth

Growth Performance

Historical returns

1Y
Annual Growth
+113.87%
3Y
3Y CAGR
+78.51%
5Y
5Y CAGR
+538.76%

Growth Assessment: Excellent Growth

• Strong investor confidence with high inflows

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: High - Higher risk with significant price movements
Volatility
16.40%
Annualized standard deviation
Sharpe Ratio
0.890
Fair - Risk-adjusted return
Max Drawdown
-23.70%
High - Worst decline
Consistency
69.0%
Performance consistency

Volatility Breakdown

Daily Volatility
1.03%
Average daily price movement
Annualized Volatility
16.40%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance