Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Aditya Birla Sun Life Manufacturing Equity Fund compare
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Edelweiss Recently Listed IPO Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1115 Cr | ₹969 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 03 Feb 2015 | 22 Feb 2018 |
| Category | Manufacturing | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Manufacturing TRI | India Recent 100 IPO TRI |
| Turn Over | 19% | 47% |
| Expense Ratio | 2.25 | 2.29 |
| Manager | Harish Krishnan | Bhavesh Jain |
| ISIN Code | INF209KA1YH6 | INF754K01MH2 |
| Exits Load | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Edelweiss Recently Listed IPO Fund - Growth charges 2.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Month | -1.4% | -3.55% |
| 6 Month | 4.78% | 2.39% |
| 1 Year | 0.12% | -7.22% |
| 3 Year | 17.76% | 14.93% |
| 5 Year | 16.25% | 15.81% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.27% | -1.84% |
| 1 Year | 15.31% | 5.7% |
| 3 Year | 15.93% | 11.19% |
| 5 Year | 15.4% | 11.13% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 11.03% | 16.6% |
| 3 Year | 13.43% | 18.45% |
| 5 Year | 11.87% | 20.9% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 15.56% | 17.18% |
| Sharp | 0.76% | 0.60% |
| Beta | 0.95% | - |
| Alpha | -2.3% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Name | Harish Krishnan | Bhavesh Jain |
| Total AUM | ₹26655 Cr | ₹0 Cr |
| Funds Managed | 4 | 22 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 1.16 | 61.2 |
| Large Cap | 40.39 | 8.68 |
| Small Cap | 30.98 | 19 |
| Mid Cap | 27.47 | 11.12 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 1.16 | 8.77 |
| Petroleum Products | 5.24 | - |
| Construction | 1.71 | - |
| Pharmaceuticals & Biotechnology | 9.99 | - |
| Consumer Durables | 9.42 | - |
| Non - Ferrous Metals | 5.23 | - |
| Industrial Manufacturing | 3.56 | - |
| Auto Components | 12.65 | - |
| Ferrous Metals | 5.57 | - |
| Automobiles | 12.36 | - |
| Healthcare Equipment & Supplies | 0.23 | - |
| Electrical Equipment | 3.2 | - |
| Industrial Products | 12.68 | - |
| Chemicals & Petrochemicals | 3 | - |
| Diversified Metals | 2.61 | - |
| Aerospace & Defense | 2.59 | - |
| Minerals & Mining | 1.36 | - |
| Fertilizers & Agrochemicals | 0.8 | - |
| Beverages | 4.57 | - |
| Power | 0.75 | - |
| Textiles & Apparels | 1.32 | - |
| Consumer Defensive | - | 1.02 |
| Consumer Cyclical | - | 20.01 |
| Industrials | - | 8.29 |
| Financial Services | - | 10.22 |
| Technology | - | 16.87 |
| Real Estate | - | 3.68 |
| Basic Materials | - | 5.99 |
| Healthcare | - | 16.24 |
| Energy | - | 0.92 |
| Utilities | - | 6.37 |
| Communication Services | - | 1.61 |
Top Comparisons
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns9.26%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.45%
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.47%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.12%
Invesco India Midcap Fund - Growth Option
3Y Returns25.95%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns23.95%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.63%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns6.96%