Edelweiss Recently Listed IPO Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 38.87 | 15.28 | 23.2 | N/A |
Average Rolling Returns(%) | 22.95 | 23.02 | 17.95 | N/A |
The Current NAV of Edelweiss Recently Listed IPO Fund - Regular Plan - Growth is ₹26.16.
You can consider SIP in Edelweiss Recently Listed IPO Fund - Regular Plan - Growth as it has outperformed the benchmark most of the time 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 - Regular Plan - Growth fund’s expense ratio is 2.08%
The process for redemption is
The AUM of Edelweiss Recently Listed IPO Fund - Regular Plan - Growth is currently ₹946 Crores.
The Top three stocks are Jyoti CNC Automation, JSW Infrastructure and KFin Technologies and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 37% of fund’s portfolio respectively.
Top three sectors of Edelweiss Recently Listed IPO Fund - Regular Plan - Growth fund are Capital Goods, Healthcare and BFSI accounting for 53% 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 - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Bhavesh Jain and Bharat Lahoti manage the Edelweiss Recently Listed IPO Fund - Regular Plan - Growth Fund.
Edelweiss Recently Listed IPO Fund - Regular Plan - Growth current PE ratio is 67.71 and PB ratio is 9.11
The asset allocation of Edelweiss Recently Listed IPO Fund - Regular Plan - Growth is Stocks : 97.39%, Debt : 2.59% and Gold : 0%
The minimum SIP amount for Edelweiss Recently Listed IPO Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Recently Listed IPO Fund - Regular Plan - Growth is 2% upto 180 days, Nil after 180 days