Rating : N/A
EDELWEISS RECENTLY LISTED IPO FUND - REGULAR PLAN - GROWTH
Sectoral Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
2%
Asset Size
952.98 Cr.
(As of 31 Aug, 2023)
Benchmark
India Recent 100 IPO TR INR
Riskometer
Investors understand that their principal will be at Risk.
Objective
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).
Fund manager
Bhavesh Jain
Exit load
2 %
(If redeemed within 180 days)Minimum sip
₹100
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Data Patterns (India) Ltd
4.08%
CE Info Systems Ltd
3.88%
Go Fashion (India) Ltd
3.86%
Metro Brands Ltd
3.80%
Sector Allocation
About the Scheme Type
As the name suggests, Sectoral Funds invest in specific sectors of the economy. These funds are less diversified as they invest entirely in a particular sector; hence, their risk factor also depends on the respective sector’s performance, this carrying high risk. For example, a FMCG fund will only invest in FMCG companies while a tech fund will invest in only tech companies.The aim of these funds is to give investors a chance to benefit from the growth prospects of a particular fund.
Ratings
This fund is rated 0 stars by Morning Star Ratings.
N/A
Overview of Edelweiss Asset Management Limited
Edelweiss Financial Services is one of India’s leading financial conglomerates, offering a robust platform, to a diversified client base across domestic and global geographies. Customer centricity is core to the Edelweiss Financial Services. Being present in every financial life stage of a customer, helping them create, grow and protect their wealth, are our key lines of business.
- Credit (Retail, Corporate)
- Investment & Advisory (Wealth Management, Asset Management and Capital Markets)
- Insurance
Edelweiss Mutual Fund suite encompasses the entire risk return spectrum and are designed to offer the best opportunity for investment growth in Indian & global asset classes. We, at Edelweiss Mutual Fund, believe in providing simple True To Label products and solutions for investors. We also provide world class knowledge platforms for our partners and investors to keep them updated. Our endeavour is to provide the best digital experience to investors and partners through continuous innovation and cutting edge technology.
Edelweiss Financial Services group is an exciting place to work with young team and diverse experience. We strongly believe and value team work. We are present across the country in 11 locations with a robust team with rich experience across the Asset Management industry.