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NAV History Comparison

Sector Allocation Comparison

Metric
Edelweiss Recently Listed IPO Fund Direct Growth

Edelweiss Mutual Fund

Equity Thematic
HDFC Non Cyclical Consumer Fund Direct Growth

HDFC Mutual Fund

Equity Thematic
LIC MF Manufacturing Fund Direct Growth

LIC Mutual Fund

Equity Thematic
SBI Innovative Opportunities Fund Direct Growth

SBI Mutual Fund

Equity Thematic
Fund Details
NAV ₹ 26.2 (21-Apr-2025) ₹ 13.97 (21-Apr-2025) ₹ 8.81 (21-Apr-2025) ₹ 8.84 (21-Apr-2025)
Fund Size 836.8 901.19 768.32 6951.4
Expense Ratio (%) 1.06 1.12 0.5 0.62
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 5000 5000
Min SIP (₹) 100 100 200 500
Exit Load Exit load of 2% if redeemed within 6 months. Exit load of 1%, if redeemed within 30 days. Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. Exit load of 1%, if redeemed within 1 year.
Returns
1Y Return (%) 6.78 12.37 N/A N/A
3Y Return (%) 10.28 N/A N/A N/A
5Y Return (%) 23.46 N/A N/A N/A
Top Holdings
Top 10 Holdings
Bharti Hexacom Ltd.
5.32%
Jyoti CNC Automation Ltd.
4.55%
Bajaj Housing Finance Ltd.
4.27%
Aadhar Housing Finance Ltd
4.06%
Vishal Mega Mart Ltd.
3.99%
Dr. Agarwal's Health Care Ltd.
3.89%
None
3.85%
Hyundai Motor India Ltd.
3.67%
Sagility India Ltd.
3.65%
None
3.47%
Hindustan Unilever Ltd.
8.0%
Eternal Ltd.
7.43%
United Spirits Ltd.
6.11%
ITC Ltd.
6.05%
Godrej Consumer Products Ltd.
5.34%
Vishal Mega Mart Ltd.
4.75%
Trent Ltd.
3.91%
Titan Company Ltd.
3.64%
Chalet Hotels Ltd.
3.59%
Bharti Airtel Ltd.
3.44%
Cummins India Ltd.
3.91%
Shakti Pumps (India) Ltd.
3.84%
Garware Hi-Tech Films Ltd.
3.64%
Manorama Industries Ltd.
3.53%
Bharat Forge Ltd.
3.48%
Mahindra & Mahindra Ltd.
2.91%
Timken India Ltd.
2.86%
Schaeffler India Ltd.
2.7%
TD Power Systems Ltd.
2.6%
Hero Motocorp Ltd.
2.5%
PB Fintech Ltd.
5.86%
None
5.45%
TBO Tek Ltd.
5.3%
Route Mobile Ltd.
4.51%
Happiest Minds Technologies Ltd.
4.05%
Firstsource Solutions Ltd.
3.94%
Info Edge (India) Ltd.
3.83%
Abbott India Ltd.
3.8%
Lupin Ltd.
3.68%
Eternal Ltd.
3.46%
About Fund
Fund Started Date 22-Feb-2018 12-Jul-2023 11-Oct-2024 20-Aug-2024
Fund Manager Bhavesh Jain, Bharat Lahoti Amit Sinha, Dhruv Muchhal Yogesh Patil, Mahesh Bendre Pradeep Kesavan, Prasad Padala
Custodian Name Standard Chartered Bank N/A Standard Chartered Bank SBI SG Global Securities Services Pvt.Ltd.
RTA Name KFin Tech Cams KFin Tech Cams
RTA Address Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email mfshyderabad@karvy.com enq_h@camsonline.com mfshyderabad@karvy.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.camsonline.com www.karvymfs.com www.camsonline.com