Edelweiss Recently Listed IPO Fund Regular Plan Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.53
• Std Deviation 17.97%
• 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 881.97 crores & has delivered CAGR of 10.84% in the last 5 years. The fund has an exit load of 2.00% and an expense ratio of 2.29%. 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 & High respectively.

The top holdings of the fund include LG Electronics India, ICICI Prudential Asset Management Company Ltd, Ather Energy & Tata Capital.

The major sectors where the fund is invested are Biotechnology & Drugs, Investment Services, Consumer Financial Services & Software & Programming.

Some of the similar funds are Edelweiss Recently Listed IPO Fund Regular Plan Growth, ICICI Prudential Nifty Alpha Low-Volatility 30 ETF FOF Regular Growth, Axis Quant Fund Regular Growth, Baroda BNP Paribas Manufacturing Fund Regular Growth, Baroda BNP Paribas Innovation Fund Regular Growth. Edelweiss Recently Listed IPO Fund Regular Plan Growth has a sharpe ratio of 0.53 & a standard deviation of 17.97%.