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Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Quant ESG Equity Fund Regular compare
Edelweiss Recently Listed IPO Fund Regular Plan Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Fund | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹907 Cr | ₹288 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Feb 2018 | 05 Nov 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | India Recent 100 IPO TRI | NIFTY 100 ESG TRI |
| Turn Over | 47% | % |
| Expense Ratio | 2.29 | 2.42 |
| Manager | Bhavesh Jain | Sanjeev Sharma |
| ISIN Code | INF754K01MH2 | INF966L01AB8 |
| Exits Load | Edelweiss Recently Listed IPO Fund - Growth charges 2.0% of sell value; if fund sold before 180 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Month | 7.39% | 7.68% |
| 6 Month | -12.87% | -13.65% |
| 1 Year | 4.14% | 0.44% |
| 3 Year | 8.14% | 13.08% |
| 5 Year | 21.82% | - |
SIP Return Analysis
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | -10.24% | -5.81% |
| 1 Year | -20.83% | -21.04% |
| 3 Year | 8.4% | 10.45% |
| 5 Year | 11.22% | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 19.83% | 24.8% |
| 3 Year | 21.13% | 29.82% |
| 5 Year | 21% | - |
Risk Management
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 18.145% | 18.756% |
| Sharp | 0.234% | 0.643% |
| Beta | - | 1.112% |
| Alpha | - | 6.426% |
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Fund Managers
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Name | Bhavesh Jain | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 22 | 22 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
Market Cap
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 4.43 | 13.27 |
| Small Cap | 64.17 | 20.43 |
| Large Cap | 13.48 | 45.01 |
| Mid Cap | 17.92 | 21.29 |
Sector Allocation
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 4.37 | 13.27 |
| Technology | 6.63 | 3.22 |
| Financial Services | 9.71 | 32.57 |
| Consumer Defensive | 2.49 | 8.79 |
| Consumer Cyclical | 23.21 | 6.97 |
| Industrials | 21.6 | - |
| Healthcare | 18.07 | 19.88 |
| Basic Materials | 3.86 | - |
| Utilities | 5.51 | 5.74 |
| Communication Services | 4.54 | - |
| Energy | - | 9.56 |
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