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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 | ₹4426 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 | -1.41% | 1.21% |
| 6 Month | 12.88% | 8.31% |
| 1 Year | -2.01% | 9.05% |
| 3 Year | 15.84% | 17.7% |
| 5 Year | 18.63% | 23.78% |
SIP Return Analysis
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.64% | 2.27% |
| 1 Year | 10.12% | 15.94% |
| 3 Year | 13.8% | 17.76% |
| 5 Year | 12.62% | 17.71% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.29% | 18.31% |
| 3 Year | 19.05% | 21.8% |
| 5 Year | 21.14% | 22.06% |
Risk Management
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.24% | 12.46% |
| Sharp | 0.58% | 0.88% |
| Beta | - | 0.97% |
| Alpha | - | 5.88% |
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 | 34.63 | 14.21 |
| Small Cap | 33.62 | 26.9 |
| Large Cap | 17.94 | 51.59 |
| Mid Cap | 13.8 | 7.3 |
Sector Allocation
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.1 | 6.1 |
| Consumer Defensive | 1.73 | - |
| Consumer Cyclical | 29.82 | 13.34 |
| Industrials | 11.13 | 6.49 |
| Financial Services | 7.82 | 36.62 |
| Technology | 11.57 | 6.96 |
| Real Estate | 2.44 | 1.61 |
| Healthcare | 14.95 | 8.51 |
| Basic Materials | 5.02 | - |
| Utilities | 6.69 | - |
| Communication Services | 1.74 | 15.64 |
| Energy | - | 4.72 |
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