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 | 6.41% | 4.07% |
6 Month | -16.18% | -20.38% |
1 Year | 2.89% | -2.02% |
3 Year | 8.29% | 21.14% |
5 Year | 22.64% | 32.58% |
SIP Return Analysis
Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | -11.64% | -7.12% |
1 Year | -17.03% | -20.15% |
3 Year | 10.76% | 15.22% |
5 Year | 13.16% | 20.25% |
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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