Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Quant ESG Equity Fund Regular compare

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Edelweiss Recently Listed IPO Fund Regular Plan Growth

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Quant ESG Integration Strategy Fund Regular - Growth

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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	Quant ESG Integration Strategy Fund Regular - Growth
Fund	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Quant ESG Integration Strategy Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹916 Cr	₹288 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	22 Feb 2018	05 Nov 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	India Recent 100 IPO TRI	NIFTY 100 ESG TRI
Turn Over	47%	%
Expense Ratio	2.29	2.42
Manager	Bhavesh Jain	Sanjeev Sharma
ISIN Code	INF754K01MH2	INF966L01AB8
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	Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Month	1.01%	-5.04%
6 Month	20.22%	9.47%
1 Year	-0.73%	-17.29%
3 Year	14.95%	13.75%
5 Year	19.14%	-

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	6.24%	-3.45%
1 Year	8.21%	-9.06%
3 Year	15.39%	8.64%
5 Year	14.17%	-

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	17.84%	21.51%
3 Year	19.85%	27.16%
5 Year	21.26%	-

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	17.57%	18.756%
Sharp	0.59%	0.643%
Beta	-	1.112%
Alpha	-	6.426%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Quant ESG Integration Strategy Fund Regular - Growth
Name	Bhavesh Jain	Sanjeev Sharma
Total AUM	₹0 Cr	₹39731 Cr
Funds Managed	22	22
	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Quant ESG Integration Strategy Fund Regular - Growth

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	18.56	17.05
Small Cap	46.58	19.96
Large Cap	15.9	56.62
Mid Cap	18.96	6.37

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	3.11	13.28
Consumer Defensive	1.47	8.25
Consumer Cyclical	26.52	12.42
Industrials	16.56	-
Financial Services	13.49	30.3
Healthcare	15.1	6.37
Real Estate	1.18	9.51
Technology	7.66	6.68
Basic Materials	4.38	-
Utilities	6.33	12.75
Communication Services	4.19	-
Energy	-	0.44