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
| 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) | ₹937 Cr | ₹3875 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 | 2.27 | 1.89 |
| 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 | 7.88% | 2.59% |
| 6 Month | 11.43% | 8.69% |
| 1 Year | 26.79% | 18.1% |
| 3 Year | 11.13% | 16.05% |
| 5 Year | 23.93% | 21.19% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 28.45% | 17.23% |
| 3 Year | 24.73% | 21.53% |
| 5 Year | 22.99% | 23.39% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.33% | 20.51% |
| 3 Year | 21.72% | 23% |
| 5 Year | 20.84% | 21.77% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.97% | 12.7% |
| Sharp | 0.55% | 0.94% |
| Beta | 0.9% | 0.83% |
| Alpha | -1.6% | 5.93% |
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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 |
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