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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
Overview
| 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) | ₹907 Cr | ₹3334 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Feb 2018 | 30 Jul 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 | 2.29 | 1.96 |
| Manager | Bhavesh Jain | Sachin Trivedi |
| ISIN Code | INF754K01MH2 | INF789F01299 |
| 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 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 3.76% | 2.32% |
| 6 Month | -6.19% | -8.78% |
| 1 Year | 5.04% | 1.1% |
| 3 Year | 9.32% | 21.34% |
| 5 Year | 22.44% | 30.4% |
SIP Return Analysis
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -5.55% | -2.07% |
| 1 Year | -12.95% | -14.96% |
| 3 Year | 11.92% | 16.28% |
| 5 Year | 13.33% | 20.48% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 19.83% | 13.92% |
| 3 Year | 21.13% | 15.53% |
| 5 Year | 21% | 15.12% |
Risk Management
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 18.145% | 16.395% |
| Sharp | 0.234% | 0.801% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 22 | 3 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 4.43 | 4.64 |
| Small Cap | 64.17 | 11.46 |
| Large Cap | 13.48 | 75.46 |
| Mid Cap | 17.92 | 8.44 |
Sector Allocation
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 4.37 | 4.64 |
| Technology | 6.63 | - |
| Financial Services | 9.71 | - |
| Consumer Defensive | 2.49 | - |
| Consumer Cyclical | 23.21 | 79.46 |
| Industrials | 21.6 | 15.9 |
| Healthcare | 18.07 | - |
| Basic Materials | 3.86 | - |
| Utilities | 5.51 | - |
| Communication Services | 4.54 | - |
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