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Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Sundaram Services Fund Regular Plan compare

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tortoise-icon Edelweiss Recently Listed IPO Fund Regular Plan Growth

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tortoise-icon Sundaram Services 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 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 - -

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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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