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Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Sundaram Services Fund Regular Plan compare
Edelweiss Recently Listed IPO Fund Regular Plan Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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 | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.87% | 5.2% |
| 6 Month | -16.25% | -9.65% |
| 1 Year | 4.21% | 10.95% |
| 3 Year | 8.79% | 14.08% |
| 5 Year | 23.22% | 27.75% |
SIP Return Analysis
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -11.64% | -4.18% |
| 1 Year | -17.03% | -3.09% |
| 3 Year | 10.76% | 15.38% |
| 5 Year | 13.16% | 18.79% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.145% | 13.733% |
| Sharp | 0.234% | 0.606% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 22 | 15 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.43 | 9.97 |
| Small Cap | 64.17 | 28.8 |
| Large Cap | 13.48 | 50.92 |
| Mid Cap | 17.92 | 10.3 |
Sector Allocation
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.37 | 6.38 |
| Technology | 6.63 | 7.92 |
| Financial Services | 9.71 | 37.21 |
| Consumer Defensive | 2.49 | - |
| Consumer Cyclical | 23.21 | 12.78 |
| Industrials | 21.6 | 5.77 |
| Healthcare | 18.07 | 7.46 |
| Basic Materials | 3.86 | - |
| Utilities | 5.51 | - |
| Communication Services | 4.54 | 15.5 |
| Energy | - | 5.11 |
| Real Estate | - | 1.87 |
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