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) | ₹937 Cr | ₹3478 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 | 2.27 | 1.93 |
| 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 |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 7.88% | -0.8% |
| 6 Month | 11.43% | -10.71% |
| 1 Year | 26.79% | 20.42% |
| 3 Year | 11.13% | 24.38% |
| 5 Year | 23.93% | 21.76% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 28.45% | 0.97% |
| 3 Year | 24.73% | 24.38% |
| 5 Year | 22.99% | 25.73% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 19.33% | 13.71% |
| 3 Year | 21.72% | 15.14% |
| 5 Year | 20.84% | 14.74% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 4.07 |
| Small Cap | 68.74 | 8.18 |
| Large Cap | 6.01 | 73.25 |
| Mid Cap | 6.69 | 14.49 |
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.09 | 4.07 |
| Financial | 18.14 | - |
| Consumer Staples | 7.33 | - |
| Healthcare | 18.02 | - |
| Capital Goods | 15.53 | - |
| Insurance | 3.22 | - |
| Services | 19.03 | - |
| Technology | 1.76 | - |
| Consumer Discretionary | 3.46 | - |
| Automobile | 3.8 | - |
| Metals & Mining | 5.99 | - |
| Communication | 1.89 | - |
| Textiles | 0.74 | - |
| Auto Components | - | 18.94 |
| Transport Services | - | 8 |
| Agricultural, Commercial & Construction Vehicles | - | 2.04 |
| Automobiles | - | 57.44 |
| Industrial Products | - | 0.91 |
| Transport Infrastructure | - | 5.68 |
| Retailing | - | 2.38 |
| Finance | - | 0.42 |
| Commercial Services & Supplies | - | 0.11 |
Top Comparisons
Franklin India Prima Fund-Growth
3Y Returns22.69%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns26%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns12.22%
SBI Equity Hybrid Fund - Regular Plan -Growth
3Y Returns11.42%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns10.11%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns9.75%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns12.7%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns12.7%