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) | ₹907 Cr | ₹3793 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 | 1.01% | 6.15% |
6 Month | -9.41% | 0.55% |
1 Year | -1.12% | 14.49% |
3 Year | 8.97% | 17.36% |
5 Year | 21.41% | 26.89% |
SIP Return Analysis
Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | -4.33% | 4.73% |
1 Year | -12.99% | 7.76% |
3 Year | 11.51% | 18.91% |
5 Year | 12.94% | 20.32% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 19.83% | 20.46% |
3 Year | 21.13% | 22.46% |
5 Year | 21% | 21.59% |
Risk Management
Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.145% | 13.733% |
Sharp | 0.234% | 0.606% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Sundaram Short Duration Fund Regular Growth
3Y Returns6.97%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns6.92%
PGIM India Large Cap Fund - Growth
3Y Returns12.36%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns15.25%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns7.48%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.26%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.8%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns6.36%