Edelweiss Recently Listed IPO  Fund

Mutual Fund

By Rajendra Apr 24, 2023 image source -Unsplash Scheme Analysis

Top 5 Holding

MTAR Technology Metro Brands Data Patterns Sony BLW Vedant Fashion 4.76 4.55 4.49 4.36 3.72 Total - 21.88

Investment Strategy

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Market Cap Exposure

[{"selector":"#anim-e27428e1-af98-4d81-9683-0c9b647f2d8b","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-d99b1622-c1a6-45ed-acc3-0cf43121dd6b","keyframes":{"transform":["rotate(-120deg) translate3d(0px, -59.64385%, 0) rotate(120deg)","rotate(-120deg) translate3d(0px, 0px, 0) rotate(120deg)"]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-995ce920-0208-4df4-acf0-1492fc39222e","keyframes":{"transform":["scale(1)","scale(1.5)","scale(0.95)","scale(1)"],"offset":[0,0.33,0.66,1]},"delay":0,"duration":1450,"easing":"ease-in-out","fill":"both","iterations":1}] Brush Stroke Large Cap Mid Cap 5.57% 24.74% Small Cap 69.69%

Investment Strategy

[{"selector":"#anim-a05b41a7-c405-4b4d-8aac-6509bc26d992","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-351b74de-0bed-48b2-ab11-0c60896715f3","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Invest in companies across sectors with a bias towards small and mid-caps that promise growth Image Credit - Unsplash

Financial Service

23.95 13.16 12.62 12.54 10.74

Investment Strategy

[{"selector":"#anim-caf11c8b-3e86-4e6a-a82b-f563b4893464","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-a2ae60b9-4bc0-43c8-acc7-34a5e6240cc2","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Fund do not invest in weak businesses that can be highly impacted by market shocks Image Credit - Unsplash

Scheme Performance

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Investment Strategy

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SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 3 Apr 2023 1 Year 3 Year 5 Year 10,961 38,651 79,349 -15.49% 4.65% 11.10% Monthly SIP of 1,000

[{"selector":"#anim-d949f8a6-fb68-410b-bff7-f61b8a8885bc","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-d6a7d8f0-a1ca-4680-9c61-bb2ff41c0046","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] You want to invest in best upcoming and recently listed IPOs Image Credit - Unsplash

Mutual Fund

Edelweiss Recently Listed IPO Fund

Category

Inception

Benchmark

AUM - 824 Cr

Fund Manager

Bharat Lahoti & Bharat Jain