Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Aditya Birla Sun Life Special Opportunities Fund compare

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Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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Edelweiss Recently Listed IPO Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Edelweiss Recently Listed IPO Fund Regular Plan Growth
Fund	Aditya Birla Sun Life Special Opportunities 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)	₹777 Cr	₹896 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	23 Oct 2020	22 Feb 2018
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	India Recent 100 IPO TRI
Turn Over	72%	47%
Expense Ratio	2.4	2.29
Manager	Dhaval Joshi	Bhavesh Jain
ISIN Code	INF209KB1T46	INF754K01MH2
Exits Load	Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Edelweiss Recently Listed IPO Fund Regular Plan Growth
1 Month	4.07%	2.63%
6 Month	3.76%	-9.91%
1 Year	6.66%	-0.8%
3 Year	22.03%	18.65%
5 Year	-	21.81%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Edelweiss Recently Listed IPO Fund Regular Plan Growth
6 Month	10.53%	9.27%
1 Year	13.89%	4.97%
3 Year	20.12%	15.48%
5 Year	-	14.53%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Edelweiss Recently Listed IPO Fund Regular Plan Growth
1 Year	15.84%	18.55%
3 Year	17.48%	20.23%
5 Year	-	21.16%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Edelweiss Recently Listed IPO Fund Regular Plan Growth
Standard Deviation	14.26%	17.85%
Sharp	1.04%	0.71%
Beta	0.98%	-
Alpha	0.77%	-

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Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Edelweiss Recently Listed IPO Fund Regular Plan Growth
Name	Dhaval Joshi	Bhavesh Jain
Total AUM	₹361932 Cr	₹0 Cr
Funds Managed	55	22
	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Edelweiss Recently Listed IPO Fund Regular Plan Growth

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Edelweiss Recently Listed IPO Fund Regular Plan Growth
Others	9.17	9.56
Large Cap	52.08	14.73
Small Cap	24.27	55.09
Mid Cap	14.48	20.62

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Edelweiss Recently Listed IPO Fund Regular Plan Growth
Others	3.28	2.45
Energy	1.96	-
Technology	10.52	6.38
Healthcare	8.41	15.49
Basic Materials	12.46	3.63
Financial Services	23.04	12.63
Consumer Cyclical	18.16	25.91
Industrials	6.19	18.55
Consumer Defensive	5.61	2.15
Communication Services	7.41	6.21
Real Estate	2.22	-
Utilities	0.75	6.6