Edelweiss Recently Listed IPO Fund Regular Plan Growth vs UTI compare
Edelweiss Recently Listed IPO Fund Regular Plan Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹937 Cr | ₹3478 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Feb 2018 | 30 Jul 2005 |
| Category | Other Themes | Thematic Transportation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | India Recent 100 IPO TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 47% | 14% |
| Expense Ratio | 2.27 | 1.93 |
| Manager | Bhavesh Jain | Sachin Trivedi |
| ISIN Code | INF754K01MH2 | INF789F01299 |
| 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 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 3.69% | -0.02% |
| 6 Month | 17.05% | -3.88% |
| 1 Year | 28.8% | 27.63% |
| 3 Year | 10.39% | 24.75% |
| 5 Year | 23.89% | 23.31% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 31.77% | 11.54% |
| 3 Year | 25.25% | 28.64% |
| 5 Year | 23.32% | 27.68% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 19.33% | 13.71% |
| 3 Year | 21.72% | 15.14% |
| 5 Year | 20.84% | 14.74% |
| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 16.97% | 14.14% |
| Sharp | 0.55% | 1.69% |
| Beta | 0.9% | 0.94% |
| Alpha | -1.6% | -1.54% |
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| Scheme Name | Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Bhavesh Jain | Sachin Trivedi |
| Total AUM | ₹0 Cr | ₹7301 Cr |
| Fund Manage | 22 | 3 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 18.56 | 4.07 |
| Small Cap | 68.74 | 8.18 |
| Large Cap | 6.01 | 73.25 |
| Mid Cap | 6.69 | 14.49 |
| Scheme Name |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.09 | 4.07 |
| Financial | 18.14 | - |
| Consumer Staples | 7.33 | - |
| Healthcare | 18.02 | - |
| Capital Goods | 15.53 | - |
| Insurance | 3.22 | - |
| Services | 19.03 | - |
| Technology | 1.76 | - |
| Consumer Discretionary | 3.46 | - |
| Automobile | 3.8 | - |
| Metals & Mining | 5.99 | - |
| Communication | 1.89 | - |
| Textiles | 0.74 | - |
| Auto Components | - | 18.94 |
| Transport Services | - | 8 |
| Agricultural, Commercial & Construction Vehicles | - | 2.04 |
| Automobiles | - | 57.44 |
| Industrial Products | - | 0.91 |
| Transport Infrastructure | - | 5.68 |
| Retailing | - | 2.38 |
| Finance | - | 0.42 |
| Commercial Services & Supplies | - | 0.11 |
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