Edelweiss Recently Listed IPO Fund Regular Plan Growth vs UTI compare
Edelweiss Recently Listed IPO Fund Regular Plan Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹949 Cr | ₹3435 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Feb 2018 | 01 Aug 2005 |
| Category | Other Themes | Thematic Transportation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | India Recent 100 IPO TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 47% | 14% |
| Expense Ratio | 2.26 | 1.91 |
| Manager | Bhavesh Jain | Sachin Trivedi |
| ISIN Code | INF754K01MH2 | INF789F01299 |
| Exits Load | Exit load of 2% if redeemed within 6 months./365 | Exit load of 1% if redeemed within 30 days./365 |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 3.17% | -0.51% |
| 6 Month | 15.38% | 23.56% |
| 1 Year | 32.78% | 57.19% |
| 3 Year | 13.84% | 33.46% |
| 5 Year | 25.39% | 27.76% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.76% | 29.95% |
| 3 Year | 28.26% | 70.77% |
| 5 Year | 67.29% | 121.33% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 25.39% | 29.03% |
| 3 Year | 51.85% | 82.61% |
| 5 Year | 77.19% | 125.14% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 16.97% | 14.14% |
| Sharp | 0.55% | 1.69% |
| Beta | 0.9% | 0.94% |
| Alpha | -1.6% | -1.54% |
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| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Bhavesh Jain | Sachin Trivedi |
| Total AUM | ₹0 Cr | ₹7301 Cr |
| Fund Manage | 22 | 3 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 18.56 | 6.08 |
| Small Cap | 68.74 | 5.59 |
| Large Cap | 6.01 | 63.32 |
| Mid Cap | 6.69 | 25.01 |
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.09 | 6.01 |
| Financial | 18.14 | 0.9 |
| Consumer Staples | 7.33 | - |
| Healthcare | 18.02 | - |
| Capital Goods | 15.53 | 3.3 |
| Insurance | 3.22 | - |
| Services | 19.03 | 14.01 |
| Technology | 1.76 | - |
| Consumer Discretionary | 3.46 | - |
| Automobile | 3.8 | 74.8 |
| Metals & Mining | 5.99 | 0.88 |
| Communication | 1.89 | - |
| Textiles | 0.74 | - |
| Energy | - | 0.1 |
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