Edelweiss Recently Listed IPO Fund Regular Plan Growth vs UTI compare

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tortoise-icon Edelweiss Recently Listed IPO Fund Regular Plan Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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) ₹922 Cr ₹2753 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Feb 2018 01 Aug 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 1.98
Manager Bhavesh Jain Sachin Trivedi
ISIN Code INF754K01MH2 INF789F01299
Exits Load Exit load of 2% if redeemed within 6 months./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month 7.85% 1.82%
6 Month 17.16% 29.96%
1 Year 39.22% 54.82%
3 Year 14.68% 30.5%
5 Year 24.46% 25.7%

SIP Return Analysis

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 11.76% 29.95%
3 Year 28.26% 70.77%
5 Year 67.29% 121.33%

Rolling Lumpsum Returns

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 25.39% 29.03%
3 Year 51.85% 82.61%
5 Year 77.19% 125.14%

Risk Management

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% 1.45%
Beta 0.9% 0.87%
Alpha -1.6% 16.11%

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Fund Managers

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

Market Cap

Scheme Name

Edelweiss Recently Listed IPO Fund Regular Plan Growth

UTI-Transpotation and Logistics Fund-Growth Option

Small Cap 68.74 5.59
Mid Cap 6.69 25.01
Others 18.56 6.08
Large Cap 6.01 63.32

Sector Allocation

Scheme Name

Edelweiss Recently Listed IPO Fund Regular Plan Growth

UTI-Transpotation and Logistics Fund-Growth Option

Financial 18.14 0.9
Services 19.03 14.01
Capital Goods 15.53 3.3
Healthcare 18.02 -
Consumer Staples 7.33 -
Metals & Mining 5.99 0.88
Others 1.09 6.01
Insurance 3.22 -
Consumer Discretionary 3.46 -
Communication 1.89 -
Technology 1.76 -
Automobile 3.8 74.8
Textiles 0.74 -
Energy - 0.1

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