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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) | ₹954 Cr | ₹4769 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 | 0.73% | 0.37% |
| 6 Month | 4.55% | 3.01% |
| 1 Year | -4.76% | 10.59% |
| 3 Year | 19.3% | 19.32% |
| 5 Year | 15.56% | 20.59% |
SIP Return Analysis
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.84% | 0.4% |
| 1 Year | 7.68% | 12% |
| 3 Year | 12.21% | 16.56% |
| 5 Year | 11.97% | 17.08% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.36% | 17.39% |
| 3 Year | 18.41% | 21.59% |
| 5 Year | 20.84% | 22.11% |
Risk Management
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.18% | 12.45% |
| Sharp | 0.59% | 0.83% |
| Beta | - | 0.97% |
| Alpha | - | 5.72% |
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 | 78.36 | 12.99 |
| Large Cap | 2.49 | 53.39 |
| Mid Cap | 8.66 | 6.81 |
| Small Cap | 10.48 | 26.81 |
Sector Allocation
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.17 | 4.5 |
| Consumer Cyclical | 20.46 | 12.81 |
| Technology | 20.38 | 7.9 |
| Real Estate | 3.75 | 1.67 |
| Basic Materials | 5.25 | - |
| Industrials | 9.22 | 6.38 |
| Healthcare | 16.81 | 7.41 |
| Consumer Defensive | 3.95 | - |
| Financial Services | 13.16 | 38.53 |
| Energy | 0.93 | 5.04 |
| Utilities | 1.44 | - |
| Communication Services | 1.48 | 15.77 |
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