Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Sundaram Services Fund Regular Plan compare

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Edelweiss Recently Listed IPO Fund Regular Plan Growth

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Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Sundaram Services Fund Regular Plan - Growth
Fund	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Sundaram Services Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹907 Cr	₹3793 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	22 Feb 2018	01 Sep 2018
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	India Recent 100 IPO TRI	NIFTY Service Sector TRI
Turn Over	47%	29%
Expense Ratio	2.29	1.94
Manager	Bhavesh Jain	Rohit Seksaria
ISIN Code	INF754K01MH2	INF903JA1EX7
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	Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Sundaram Services Fund Regular Plan - Growth
1 Month	-10.91%	-2.75%
6 Month	-11.5%	-4.83%
1 Year	1.73%	9.35%
3 Year	9.51%	15.22%
5 Year	16.37%	17.45%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Sundaram Services Fund Regular Plan - Growth
6 Month	-	-
1 Year	-12.68%	-0.6%
3 Year	10.86%	15.36%
5 Year	13.81%	19.2%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Sundaram Services Fund Regular Plan - Growth
1 Year	19.83%	20.46%
3 Year	21.13%	22.46%
5 Year	21%	21.59%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	18.145%	13.525%
Sharp	0.234%	0.651%
Beta	-	-
Alpha	-	-

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Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Sundaram Services Fund Regular Plan - Growth
Name	Bhavesh Jain	Rohit Seksaria
Total AUM	₹0 Cr	₹0 Cr
Fund Manage	22	15
	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Sundaram Services Fund Regular Plan - Growth

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Sundaram Services Fund Regular Plan - Growth
Others	18.56	5.56
Small Cap	68.74	33.76
Large Cap	6.01	43.98
Mid Cap	6.69	16.69

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Sundaram Services Fund Regular Plan - Growth
Others	1.09	5.56
Financial	18.14	-
Consumer Staples	7.33	-
Healthcare	18.02	-
Capital Goods	15.53	-
Insurance	3.22	3.41
Services	19.03	-
Technology	1.76	-
Consumer Discretionary	3.46	-
Automobile	3.8	-
Metals & Mining	5.99	-
Communication	1.89	-
Textiles	0.74	-
Petroleum Products	-	4.5
IT - Services	-	3.17
Finance	-	12.08
Banks	-	18.71
Healthcare Services	-	7.29
Capital Markets	-	6.55
IT - Software	-	6.49
Telecom - Services	-	10.37
Transport Services	-	1.75
Entertainment	-	1.72
Realty	-	1.7
Leisure Services	-	4.29
Consumer Durables	-	3.57
Commercial Services & Supplies	-	0.98
Financial Technology (Fintech)	-	1.1
Retailing	-	3.99
Transport Infrastructure	-	1.46
Textiles & Apparels	-	1.3