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
| 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) | ₹949 Cr | ₹3632 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Feb 2018 | 21 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 | 2.26 | 1.89 |
| Manager | Bhavesh Jain | Rohit Seksaria |
| ISIN Code | INF754K01MH2 | INF903JA1EX7 |
| Exits Load | Exit load of 2% if redeemed within 6 months./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.65% | 1.64% |
| 6 Month | 18.93% | 17.04% |
| 1 Year | 26.68% | 25.14% |
| 3 Year | 10.19% | 16.38% |
| 5 Year | 23.33% | 21.78% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.53% | 17.92% |
| 3 Year | 20.79% | 21.58% |
| 5 Year | 21.13% | 23.47% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.33% | 20.51% |
| 3 Year | 21.72% | 23% |
| 5 Year | 20.84% | 21.77% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.97% | 12.7% |
| Sharp | 0.55% | 0.94% |
| Beta | 0.9% | 0.83% |
| Alpha | -1.6% | 5.93% |
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| 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 |
| Fund Manage | 22 | 15 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 18.56 | 7 |
| Small Cap | 68.74 | 29.79 |
| Large Cap | 6.01 | 51.63 |
| Mid Cap | 6.69 | 11.6 |
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.09 | 1.68 |
| Financial | 18.14 | 38.91 |
| Consumer Staples | 7.33 | - |
| Healthcare | 18.02 | 6 |
| Capital Goods | 15.53 | - |
| Insurance | 3.22 | 3.89 |
| Services | 19.03 | 15.44 |
| Technology | 1.76 | 8.99 |
| Consumer Discretionary | 3.46 | 4.58 |
| Automobile | 3.8 | - |
| Metals & Mining | 5.99 | - |
| Communication | 1.89 | 9.31 |
| Textiles | 0.74 | 1.25 |
| Energy | - | 6.24 |
| Construction | - | 1.48 |
| Unclassified | - | 2.25 |
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