Radhika Gupta Explains Edelweiss IPO Fund: SIP Over
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- Radhika Gupta, MD & CEO of Edelweiss Mutual Fund, posted on X on 22 June 2026 explaining that the Edelweiss Recently Listed IPO Fund may overlap with other schemes due to its focus on recently listed IPOs but said its long-term track record reflects quality stock selection.
- Edelweiss Recently Listed IPO Fund is an open-ended equity scheme launched on 22 February 2018, investing across roughly 100 recently listed companies with a bottom-up approach tilted toward small- and mid-cap names; AUM stood at about ₹1,004 crore as of May 2026.
- The fund's top holdings include ICICI Prudential Asset Management Company, LG Electronics India, and Atlanta Electricals, with notable allocations also in Aditya Infotech, Emmvee Photovoltaic Power, and Ather Energy.
- Performance data shows ₹10,000 invested in the fund grew to ₹11,366 over 1 year, beating the NIFTY IPO Index (₹10,615) and NIFTY 50 TRI (₹9,616), with the outperformance widening to ₹16,490 vs ₹15,446 over 3 years and ₹18,338 over 5 years.
- Gupta cautioned that the portfolio's mid-, small-, and micro-cap exposure makes it volatile, recommending a Systematic Investment Plan (SIP) rather than trying to pick individual IPOs each month.
- The fund's benchmark is the NIFTY IPO Index, which tracks the last 100 NSE Mainboard IPOs meeting a ₹100 crore minimum free-float market capitalisation threshold at listing.
Why it matters: For retail investors tempted by the IPO frenzy, the Edelweiss fund's ₹1,004 crore AUM and outperformance over both the NIFTY IPO Index and NIFTY 50 TRI across 1-, 3-, and 5-year horizons make it a measurable, if volatile, vehicle — but Gupta's own framing flags small- and micro-cap exposure as the main risk, with SIPs positioned as the preferred entry route.
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