Edelweiss Recently Listed IPO Fund Regular Plan Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.58
• Std Deviation 17.24%
• 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 953.90 crores & has delivered CAGR of 18.41% in the last 5 years. The fund has an exit load of 2.00% and an expense ratio of 2.27%. 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 Medium & Exceptional respectively.

The top holdings of the fund include Hyundai Motor India, Vishal Mega Mart, Swiggy & Dr. Agarwal's Health Care.

The major sectors where the fund is invested are Personal Services, Communications Services, Electronic Instr. & Controls & Constr. - Supplies & Fixtures.

Some of the similar funds are Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, Edelweiss Recently Listed IPO Fund Regular Plan Growth, ICICI Prudential Nifty Alpha Low-Volatility 30 ETF FOF Regular Growth, Union Innovation & Opportunities Fund Regular Growth, Baroda BNP Paribas Innovation Fund Regular Growth. Edelweiss Recently Listed IPO Fund Regular Plan Growth has a sharpe ratio of 0.58 & a standard deviation of 17.24%.