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)	₹919 Cr	₹3589 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	0.05%	-0.12%
6 Month	5.5%	10.64%
1 Year	-0.14%	-6.71%
3 Year	16.35%	21.29%
5 Year	20.99%	26.5%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	9.71%	8.68%
1 Year	8.06%	10.45%
3 Year	16.34%	20.55%
5 Year	14.91%	22.05%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	18.55%	13.52%
3 Year	20.23%	15.91%
5 Year	21.16%	15.62%

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	17.85%	16.47%
Sharp	0.71%	1.02%
Beta	-	-
Alpha	-	-

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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
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	13.79	4.07
Small Cap	50.02	13.41
Large Cap	15.94	72.71
Mid Cap	20.26	9.81

Scheme Name	Edelweiss Recently Listed IPO Fund Regular Plan Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	4.57	4.07
Consumer Defensive	1.45	-
Consumer Cyclical	26.17	78.75
Industrials	17.66	17.18
Financial Services	13.04	-
Healthcare	14.62	-
Technology	6.97	-
Basic Materials	3.93	-
Utilities	6.07	-
Communication Services	5.52	-