Edelweiss Recently Listed IPO Fund - Direct Plan - Growth

Scheme Objective

The investment objective of the Scheme is to seek to provide capital appreciation by investing in equity and equity related securities of recently listed 100 companies or upcoming Initial Public Offers (IPOs).

Scheme Details

• Fund manager(s) – Bhavesh Jain , Bharat Lahoti
• Launch date – 22-Feb-2018
• Expense ratio – 0.97% as declared on 31-Oct-2025 (category average is 0.63%)
• Benchmark - Nifty IPO TRI

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Edelweiss Recently Listed IPO Fund - Direct Plan - Growth charges 2.0% of sell value; if fund sold before 180 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details