Edelweiss Recently Listed IPO Fund Regular Plan Growth vs UTI compare

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Edelweiss Recently Listed IPO Fund Regular Plan Growth

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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)	₹924 Cr	₹3741 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	2.29	1.96
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	5.52%	8.89%
6 Month	23.06%	30.97%
1 Year	-0.97%	3.98%
3 Year	14.45%	21.97%
5 Year	19.54%	26.35%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	9.39%	15.61%
1 Year	17.24%	37.02%
3 Year	17.73%	25.8%
5 Year	15.11%	24.54%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	17.84%	13.18%
3 Year	19.85%	16.2%
5 Year	21.26%	15.92%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	17.35%	16.10%
Sharp	0.49%	0.86%
Beta	-	-
Alpha	-	-

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
Funds Managed	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	4.23
Small Cap	46.58	12.99
Large Cap	15.9	74.01
Mid Cap	18.96	8.78

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	3.11	4.23
Consumer Defensive	1.47	-
Consumer Cyclical	26.52	78.96
Industrials	16.56	16.81
Financial Services	13.49	-
Healthcare	15.1	-
Real Estate	1.18	-
Technology	7.66	-
Basic Materials	4.38	-
Utilities	6.33	-
Communication Services	4.19	-