Edelweiss Recently Listed IPO Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Edelweiss Recently Listed IPO Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹1,230 Cr
N/A
2.34
2% if redemeed within 180 days.
Nifty IPO
Edelweiss Recently Listed IPO Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.76 | -1.71 | 8.60 |
| 6M | 34.16 | 1.28 | 40.03 |
| 1Y | 18.54 | 2.65 | 121.55 |
| 3Y | 15.64 | 10.14 | 332.84 |
Portfolio Analysis
- Equity: 94.97%
- Debt: 5.03%
- Others
About Fund Edelweiss Recently Listed IPO Fund Growth
Edelweiss Recently Listed IPO Fund Growth managed by Edelweiss Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,230 Crore. The fund benchmarks its performance against the Nifty IPO while maintaining an expense ratio of 2.34. Under the expert guidance of Bhavesh Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Bhavesh Jain
Mr. Bhavesh Jain has done his Masters in Management Studies (Finance) from the Mumbai University and has a total work experience of over five years in the equity market segment. Prior to being appointed as an Assistant Fund Manager - Equity, he was designated as a Dealer of all the Equity Schemes of the Fund for over two years. He was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund Growth | 5 | 6,072 CR | 1.88 |
| ICICI Prudential US Bluechip Equity Fund Growth | 1 | 4,070 CR | 1.96 |
| Edelweiss Recently Listed IPO Fund Growth | 4 | 1,230 CR | 2.34 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4,513 CR | 0.59 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,128 CR | 2.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life PSU Equity Fund Growth | 2.8692 | 53.9087 |
| This FundICICI Prudential US Bluechip Equity Fund Growth | 12.9432 | 53.9379 |
| This FundEdelweiss Recently Listed IPO Fund Growth | 18.5387 | 54.6507 |
| This FundUTI Gold Exchange Traded Fund Growth | 25.5918 | 151.4874 |
| This FundNippon India Taiwan Equity Fund Growth | 118.5978 | 315.3149 |
Edelweiss Recently Listed IPO Fund Growth FAQs
- 1 Month : -1.76%
- 6 Months : 34.16%
- 1 Year : 18.54%
- 3 Years : 15.64%
