Edelweiss Greater China Equity Off-Shore IFSC Fund
What This Strategy Does
CW Expert Research Notes
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Benchmark Performance Comparison
Detailed Risks
Market Risk
Potential recession in China due to property sector woes could trigger demand contraction, mitigated by large-cap tech holdings.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Captures the dynamism of China's innovation economy through a concentrated portfolio of leading technology, consumer, and industrial companies. This multi-cap approach provides exposure to both established giants and emerging disruptors, harnessing the region's entrepreneurial energy and secular growth drivers.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Bhavesh Jain
Lead Portfolio Manager
Bhavesh Jain has over 15 years of rich experience in the financial markets. He had joined in the Low Risk Trading team responsible for looking at arbitrage between SGX Nifty and NSE Nifty. Today, he’s the Strategy Manager and Deputy Vice President with Edelweiss managing several Strategys which are part of Risk Adjusted Returns Strategies in addition to ETFs.
Manager's Investment Philosophy
Bhavesh's investment philosophy essentially aims to mirror that of its underlying fund i.e., the JPM Greater China fund with a few contrarian bets that could enable this fund to outperform in the long run. The fund had been invested in Nvidia sine 2018, a time when it was little known, and was able to full capitalize when it became a trillion dollar company hence demonstrating immense potential in the fund.
Amit Agarwal
Co-Portfolio ManagerHe has been associated with our Company since April 1, 2017. He is responsible for managing the entire lifecycle of investment and creating exit strategies in several assets under Private Credit business vertical and has also been instrumental in fund raising efforts for funds in our Company. He has completed his bachelor’s degree in commerce from the University of Lucknow.
Abdulla Chaudhari
Co-Portfolio ManagerHeads investor services
Himadri Gangwar
Co-Portfolio ManagerChief risk officer
CW Expert Take
Edelweiss brings capital markets expertise to fund management. Their investment teams leverage deep sectoral knowledge from the parent group's domain experience. The fund house combines fundamental research with market structure understanding, useful across equity positioning and credit cycle navigation.
Firm Overview
Subsidiary of Edelweiss Financial Services Ltd. Primarily the AMC of Edelweiss Mutual Fund; also manages two AIF trusts (Cat II and Cat III) and PMS strategies, both small in size.
Investment Philosophy & Approach
Disciplined Approach
Edelweiss employs a disciplined, research-driven investment approach focused on long-term value creation.
Risk Management
Robust risk management framework with emphasis on diversification and downside protection.
Experienced Team
Investment decisions guided by experienced professionals with deep market knowledge.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
STCG | <12 Months 20%
LTCG | >>12 Months 12.5% on gain above 1.25 Lakh
Tax Implications (India)