Create stable, long-term investment portfolio with strong, consistent stocks.
Start Research-backed Investing ...Now.
Edelweiss Recently Listed IPO Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 48.51 | 16.15 | 21.99 | N/A |
| Average Rolling Returns(%) | 22.67 | 24.43 | 17.89 | N/A |
The Current NAV of Edelweiss Recently Listed IPO Fund - Growth - Direct Plan is ₹24.53.
You can consider SIP in Edelweiss Recently Listed IPO Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Edelweiss Recently Listed IPO Fund - Growth - Direct Plan fund’s expense ratio is 1.21%
The process for redemption is
The AUM of Edelweiss Recently Listed IPO Fund - Growth - Direct Plan is currently ₹897 Crores.
The Top three stocks are Global Health, Mankind Pharma and KFin Technologies and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 35% of fund’s portfolio respectively.
Top three sectors of Edelweiss Recently Listed IPO Fund - Growth - Direct Plan fund are Capital Goods, Healthcare and BFSI accounting for 56% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Edelweiss Recently Listed IPO Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Bhavesh Jain and Bharat Lahoti manage the Edelweiss Recently Listed IPO Fund - Growth - Direct Plan Fund.
Edelweiss Recently Listed IPO Fund - Growth - Direct Plan current PE ratio is 60.05 and PB ratio is 7.18
The asset allocation of Edelweiss Recently Listed IPO Fund - Growth - Direct Plan is Stocks : 97.30%, Debt : 2.71% and Gold : 0%
The minimum SIP amount for Edelweiss Recently Listed IPO Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Recently Listed IPO Fund - Growth - Direct Plan is 2% upto 180 days, Nil after 180 days
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
Buy quality Stocks when they are available at reasonable prices and supported by an upward price trend and Sell when they are Overvalued using the Decizen Rating System. Covers 3500+ stocks
Download APP
