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Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth vs Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan
Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth and Edelweiss Europe Dynamic Equity Offshore Fund are both in the FoF Overseas category, from Aditya Birla Sun Life AMC Limited and Edelweiss Asset Management Limited respectively. Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth has posted a higher 3-year rolling CAGR. Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth has the lower direct-plan expense ratio, by 0.34 percentage points.
| Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth | Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Direct Plan | |
|---|---|---|
| Category | FoF Overseas | FoF Overseas |
| AMC | Aditya Birla Sun Life AMC Limited | Edelweiss Asset Management Limited |
| Benchmark | NASDAQ 100 (INR) | MSCI Europe Index (IEUR ETF) |
| NAV | ₹23.2252 (2026-10-28) | ₹33.114 (2026-10-28) |
| AUM | ₹507.48 Cr | ₹265.602 Cr |
| Expense Ratio (Direct) | 0.34% | 0.68% |
| Inception | 2021-10-15 | 2014-01-17 |
Returns
Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth leads on 3-year rolling CAGR (28.9% vs Edelweiss Europe Dynamic Equity Offshore Fund's 10.4%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth has been the more volatile of the two by standard deviation.
Portfolio Analytics
Punji Fund Health Score
Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth and Edelweiss Europe Dynamic Equity Offshore Fund carry the same Punji Quality grade.
Frequently asked questions
Which has a higher 3-year return, Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth or Edelweiss Europe Dynamic Equity Offshore Fund?
Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth's 3-year rolling CAGR of 28.9% is higher than Edelweiss Europe Dynamic Equity Offshore Fund's 10.4%. Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth sits in the 91st percentile of its category on this metric, versus the 43rd percentile for Edelweiss Europe Dynamic Equity Offshore Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth or Edelweiss Europe Dynamic Equity Offshore Fund?
Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth's direct-plan expense ratio is 0.34 percentage points lower than Edelweiss Europe Dynamic Equity Offshore Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth or Edelweiss Europe Dynamic Equity Offshore Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth has been more volatile than Edelweiss Europe Dynamic Equity Offshore Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (1.23 for Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth vs 1.18 for Edelweiss Europe Dynamic Equity Offshore Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth or Edelweiss Europe Dynamic Equity Offshore Fund?
Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth has ₹507 Cr in assets under management, versus ₹266 Cr for Edelweiss Europe Dynamic Equity Offshore Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth or Edelweiss Europe Dynamic Equity Offshore Fund?
Edelweiss Europe Dynamic Equity Offshore Fund launched on 2014-01-17, making it older than Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth (launched 2021-10-15). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.