The Edelweiss Greater China Equity Fund gives Indian investors an opportunity to participate in the long-term growth story of China, Hong Kong, and Taiwan — through a USD-denominated fund regulated in GIFT City, Gujarat. By investing in the globally recognized JPMorgan Greater China Fund, this fund offers diversified exposure to Asia's most dynamic economic region, spanning cutting-edge technology, clean energy, and the world's largest consumer market, within a SEBI-regulated structure under the IFSCA Fund Management Regulations, 2022.
Get exposure to China, Hong Kong & Taiwan markets, capturing one of the fastest-growing economic regions globally with strong long-term potential.
Invest in leading companies across sectors like Technology, Consumption, and Green Energy, benefiting from structural growth trends such as AI, EVs, and digital transformation.
The fund invests in JPMorgan Greater China Fund, a globally recognized strategy with a high-conviction, research-driven approach to stock selection.
China markets are currently trading at lower valuations vs global peers, offering potential upside as the economy stabilizes and growth picks up.
| Particulars | Details |
|---|---|
| Fund Issuer | Edelweiss Asset Management (IFSC) |
| Underlying Fund | JPMorgan Funds – Greater China Fund |
| Objective | To generate long-term capital appreciation by investing predominantly in the JPMorgan Funds – Greater China Fund, which focuses on a diversified portfolio of companies across China, Hong Kong, and Taiwan. |
| Investment Strategy | Growth-oriented, active investment strategy identifying high-quality businesses with strong fundamentals, scalable models, and long-term earnings potential. |
| Investment Currency | USD |
| Benchmark | MSCI Golden Dragon Index |
| Minimum Investment | USD 5,000 |
| Top Up | USD 500 |
| Liquidity | Daily Redemption |
| Lock-in | No Lock-in |
| Exit Load | 1% (if redeemed before 25 months) |
| Expense Ratio | ~0.30% (excluding underlying fund) |
| Eligible Investors | Indian Residents (LRS), NRIs, Institutions |
| Taxation | Long-Term Capital Gains: 12.5% (after 24 months) Short-Term Gains: Taxed at applicable rates (~30%) Tax is generally handled at fund level, reducing investor complexity |
DISCLAIMER: The information provided on this page is for informational and educational purposes only and should not be construed as an offer to sell, solicitation to buy, or a recommendation to invest in any financial product or security. The details mentioned herein are in relation to the Edelweiss Greater China Equity Fund, managed by Edelweiss Asset Management (IFSC)
Investments in overseas funds, including GIFT City-based products, are subject to market risks, currency risks, and regulatory risks. Past performance is not indicative of future returns. Investors are advised to carefully read all scheme-related documents and consult their financial, tax, and legal advisors before making any investment decision.
The information provided is based on publicly available sources and internal assessments and is subject to change without prior notice. No representation or warranty is made as to the accuracy or completeness of the information.