Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Quant ESG Equity Fund Regular compare
Edelweiss Recently Listed IPO Fund Regular Plan Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Fund | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹907 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 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Month | -14.28% | -7.86% |
6 Month | -12.66% | -18.37% |
1 Year | -0.57% | -4.82% |
3 Year | 7.84% | 16.32% |
5 Year | 16.42% | - |
SIP Return Analysis
Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | -12.68% | -19.12% |
3 Year | 10.86% | 12.26% |
5 Year | 13.81% | - |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Year | 19.83% | 24.8% |
3 Year | 21.13% | 29.82% |
5 Year | 21% | - |
Risk Management
Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Standard Deviation | 16.97% | 17.3% |
Sharp | 0.55% | 1.25% |
Beta | 0.9% | 0.94% |
Alpha | -1.6% | 12.45% |
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Fund Managers
Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Name | Bhavesh Jain | Sanjeev Sharma |
Total AUM | ₹0 Cr | ₹39731 Cr |
Fund Manage | 22 | 22 |
Edelweiss Recently Listed IPO Fund Regular Plan Growth | Quant ESG Equity Fund Regular - Growth |
Market Cap
Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 18.56 | 9.98 |
Small Cap | 68.74 | 28.14 |
Large Cap | 6.01 | 55.99 |
Mid Cap | 6.69 | 5.88 |
Sector Allocation
Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 1.09 | 9.98 |
Financial | 18.14 | - |
Consumer Staples | 7.33 | - |
Healthcare | 18.02 | - |
Capital Goods | 15.53 | - |
Insurance | 3.22 | 16.89 |
Services | 19.03 | - |
Technology | 1.76 | - |
Consumer Discretionary | 3.46 | - |
Automobile | 3.8 | - |
Metals & Mining | 5.99 | - |
Communication | 1.89 | - |
Textiles | 0.74 | - |
Petroleum Products | - | 9.32 |
Pharmaceuticals & Biotechnology | - | 11.59 |
Agricultural Food & other Products | - | 5 |
Food Products | - | 21.03 |
Finance | - | 11.77 |
Telecom - Services | - | 4.71 |
IT - Software | - | 0.88 |
Retailing | - | 7.83 |
Commercial Services & Supplies | - | 0.99 |
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