Edelweiss Recently Listed IPO Fund Regular Plan Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.21
• Std Deviation 18.97%
• Tracking Error 0.00%

The investment objective of the Scheme is to seek to provide capital appreciation by investing in equity and equity related securities of recently listed 100 companies or upcoming Initial Public Offers (IPOs).

The Edelweiss Recently Listed IPO Fund Regular Plan Growth has an AUM of 836.80 crores & has delivered CAGR of 22.56% in the last 5 years. The fund has an exit load of 2.00% and an expense ratio of 2.32%. The minimum investment in Edelweiss Recently Listed IPO Fund Regular Plan Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are High & Exceptional respectively.

The top holdings of the fund include Bharti Hexacom, Jyoti Cnc Automation, Bajaj Housing Finance & Aadhar Housing Finance.

The major sectors where the fund is invested are Communications Services, Consumer Financial Services, Personal Services & Food Processing.

Some of the similar funds are Edelweiss Recently Listed IPO Fund Regular Plan Growth, Union Innovation & Opportunities Fund Regular Growth, Quant Manufacturing Fund Regular Growth, Mahindra Manulife Manufacturing Fund Regular Growth, LIC MF Manufacturing Fund Regular Growth. Edelweiss Recently Listed IPO Fund Regular Plan Growth has a sharpe ratio of 0.21 & a standard deviation of 18.97%.