Edelweiss Recently Listed IPO Fund Regular Plan Growth vs UTI compare

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Edelweiss Recently Listed IPO Fund Regular Plan Growth

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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 Risk	Very High Risk
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

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	-10.91%	-3.11%
6 Month	-11.5%	-16.39%
1 Year	1.73%	2.36%
3 Year	9.51%	19.83%
5 Year	16.37%	20.63%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	-	-
1 Year	-12.66%	-16.17%
3 Year	11.29%	17.14%
5 Year	14.38%	21.76%

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%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	18.145%	15.812%
Sharp	0.234%	0.9%
Beta	-	-
Alpha	-	-

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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	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