EquitySectoral/ ThematicDirect · Growth
Edelweiss Recently Listed IPO Fund Direct Plan Growth
Edelweiss · Scheme 142388
₹35.25▲ 0.17%NAV · 2026-09-18
Strong FundScore
AUM
₹1,104 cr
Expense ratio
1.12%
3Y CAGR
18.8%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Bhavesh Jain, Bharat LahotiExit load: Exit load of 2% if redeemed within 6 months.
Strong · 71/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Compounding well recently — 18.8% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +18.8%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •Sharpe ratio: 0.56
- •Sortino ratio: 0.67
FundScore breakdown
71/100 · Strong
Returns
Strong
Consistency
Excellent
Risk-adjusted
Average
Downside protection
Strong
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.