Edelweiss Recently Listed IPO Fund Regular Plan Growth vs UTI compare

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tortoise-icon Edelweiss Recently Listed IPO Fund Regular Plan Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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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 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

Trailing Lumpsum Returns

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month -7.96% -0.51%
6 Month 11.97% 23.56%
1 Year 24.19% 57.19%
3 Year 8.33% 33.46%
5 Year 21.95% 27.76%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 19.2% 13.7%
3 Year 21.74% 15.21%
5 Year 20.81% 14.71%

Risk Management

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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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
Fund Manage 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 18.56 6.08
Small Cap 68.74 5.59
Large Cap 6.01 63.32
Mid Cap 6.69 25.01

Sector Allocation

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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