- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹916 Cr | ₹4367 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 | -0.72% | -3.04% |
| 6 Month | 11.93% | 12.53% |
| 1 Year | 1.98% | 10.33% |
| 3 Year | 14.77% | 17.4% |
| 5 Year | 20.26% | 24.92% |
SIP Return Analysis
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.55% | 3.9% |
| 1 Year | 4.63% | 9.58% |
| 3 Year | 14.59% | 17.6% |
| 5 Year | 13.6% | 18.41% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.84% | 18.83% |
| 3 Year | 19.85% | 22.01% |
| 5 Year | 21.26% | 21.89% |
Risk Management
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.57% | 12.53% |
| Sharp | 0.59% | 0.96% |
| Beta | - | 0.93% |
| Alpha | - | 5.92% |
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 | 18.56 | 13.45 |
| Small Cap | 46.58 | 26.68 |
| Large Cap | 15.9 | 52.33 |
| Mid Cap | 18.96 | 7.53 |
Sector Allocation
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.11 | 6.01 |
| Consumer Defensive | 1.47 | - |
| Consumer Cyclical | 26.52 | 13.19 |
| Industrials | 16.56 | 6.09 |
| Financial Services | 13.49 | 37.6 |
| Healthcare | 15.1 | 8.47 |
| Real Estate | 1.18 | 1.56 |
| Technology | 7.66 | 6.41 |
| Basic Materials | 4.38 | - |
| Utilities | 6.33 | - |
| Communication Services | 4.19 | 15.8 |
| Energy | - | 4.88 |
Top Comparisons
Kotak Gold Fund Growth
3Y Returns22.19%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
HDFC Money Market Fund - Growth Option
3Y Returns7.43%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.52%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns15.6%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns23.45%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.04%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.2%
