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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) ₹896 Cr ₹3447 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

Trailing Lumpsum Returns

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month 2.25% 1.8%
6 Month -8.9% 5.24%
1 Year 0.36% -4.65%
3 Year 17.69% 24.07%
5 Year 21.66% 27.37%

SIP Return Analysis

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month 3.81% 7.9%
1 Year -2.57% 4.19%
3 Year 14.23% 20.01%
5 Year 14.01% 22.02%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Edelweiss Recently Listed IPO Fund Regular Plan Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 18.53% 16.44%
Sharp 0.49% 0.94%
Beta - -
Alpha - -

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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
Funds Managed 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

Others 4.43 4.64
Small Cap 64.17 11.46
Large Cap 13.48 75.46
Mid Cap 17.92 8.44

Sector Allocation

Scheme Name

Edelweiss Recently Listed IPO Fund Regular Plan Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 4.37 4.64
Technology 6.63 -
Financial Services 9.71 -
Consumer Defensive 2.49 -
Consumer Cyclical 23.21 79.46
Industrials 21.6 15.9
Healthcare 18.07 -
Basic Materials 3.86 -
Utilities 5.51 -
Communication Services 4.54 -

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