Edelweiss Recently Listed IPO Fund Regular Plan Growth
Edelweiss Mutual Fund
Edelweiss Recently Listed IPO Fund Regular Plan Growth from Edelweiss Mutual Fund holds the #1 position on this Sectoral Fund recent-momentum screen, out of 10 funds evaluated.
As of the latest snapshot, the fund has delivered a 3-month return of 6.82%, a 6-month return of 30.16%, a 9-month return of 23.34%, a 1-year return of 21.46%.
The gap between the fund's recent (1-year) and longer-term (5-year) returns is notable, indicating it has benefited disproportionately from the last few quarters. Verifying whether this is driven by sector allocation, market-cap tilt, or a specific holding pattern is worth doing before treating the momentum as durable.
The scheme is managed by Edelweiss Mutual Fund, one of the asset management companies offering Sectoral Fund funds in India.