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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.99 | 65.29 | 1.55 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 50.36 | 1.60 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 2.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
India Recent 100 IPO Index |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Edelweiss Recently Listed IPO Fund | 31.31% | 10.99% | 17.23% |
ICICI Pru India Opp Fund | 38.11% | 25.06% | 25.07% |
HDFC Manufacturing Fund | — | — | — |
SBI Innovative Opportunities Fund | — | — | — |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
4.53 %
Holdings
4.16 %
Holdings
3.57 %
Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.
No.of Schemes
49
Total AUM
₹ 1,04,276.94 Cr.
Bhavesh Jain
AUM: ₹38,735.40 Cr.
|
Exp: 5yrs
Bharat Lahoti
AUM: ₹25,858.71 Cr.
|
Exp: 9yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Watch Bharat Lahoti & Bhavesh Jain discussing about Edelweiss Recently Listed IPO Fund and Balanced
10 months ago•Edelweiss Mutual Fund
Unlocking IPO Potential: Bharat Lahoti suggest SIPs to investors for IPO investments, advising a two
10 months ago•Edelweiss Mutual Fund
A deep dive into Edelweiss Recently Listed IPO Fund | Webinar
1 year ago•Edelweiss Mutual Fund
Open House by Edelweiss Mutual Fund | May 2023
1 year ago•Edelweiss Mutual Fund
Edelweiss Mutual Fund Open House | Session 5 | Panel Discussion Q & A
2 years ago•Edelweiss Mutual Fund
Edelweiss Mutual Fund Open House | Session 3 | Hybrid Funds
2 years ago•Edelweiss Mutual Fund
Radhika Gupta share her views on Edelwiess MF Large and Midcap Index fund with ET Now Swadesh
2 years ago•Edelweiss Mutual Fund
Sonia Shenoy in talks with Bharat Lahoti of Edelweiss MF on The IPO Rush Continues!
2 years ago•Edelweiss Mutual Fund
Why invest in Edelweiss Recently Listed IPO Fund?
3 years ago•Edelweiss Mutual Fund
Invest in IPOs of emerging Indian companies with the Edelweiss Recently Listed IPO Fund (Tamil)
3 years ago•Edelweiss Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%