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Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Sundaram Services Fund Regular Plan compare
Edelweiss Recently Listed IPO Fund Regular Plan Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹896 Cr | ₹4161 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 22 Feb 2018 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | India Recent 100 IPO TRI | NIFTY Service Sector TRI |
| Turn Over | 47% | 29% |
| Expense Ratio | 2.29 | 1.94 |
| Manager | Bhavesh Jain | Rohit Seksaria |
| ISIN Code | INF754K01MH2 | INF903JA1EX7 |
| 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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.87% | 4.1% |
| 6 Month | -8.96% | 7.11% |
| 1 Year | 1.17% | 15.28% |
| 3 Year | 19.03% | 24.1% |
| 5 Year | 22.2% | 26.9% |
SIP Return Analysis
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 10.98% | 13.73% |
| 1 Year | 6.76% | 23.8% |
| 3 Year | 16.77% | 23.04% |
| 5 Year | 15.31% | 21.99% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.55% | 19.51% |
| 3 Year | 20.23% | 21.93% |
| 5 Year | 21.16% | 21.73% |
Risk Management
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.53% | 13.50% |
| Sharp | 0.49% | 0.94% |
| Beta | - | 0.91% |
| Alpha | - | 5.41% |
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Fund Managers
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Bhavesh Jain | Rohit Seksaria |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 22 | 15 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.43 | 9.97 |
| Small Cap | 64.17 | 28.8 |
| Large Cap | 13.48 | 50.92 |
| Mid Cap | 17.92 | 10.3 |
Sector Allocation
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.37 | 6.38 |
| Technology | 6.63 | 7.92 |
| Financial Services | 9.71 | 37.21 |
| Consumer Defensive | 2.49 | - |
| Consumer Cyclical | 23.21 | 12.78 |
| Industrials | 21.6 | 5.77 |
| Healthcare | 18.07 | 7.46 |
| Basic Materials | 3.86 | - |
| Utilities | 5.51 | - |
| Communication Services | 4.54 | 15.5 |
| Energy | - | 5.11 |
| Real Estate | - | 1.87 |
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