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Edelweiss Recently Listed IPO Fund Direct Plan Growth vs Franklin India Opportunities Fund - Direct - Growth
Edelweiss Recently Listed IPO Fund and Franklin India Opportunities Fund are both in the Sectoral/ Thematic category, from Edelweiss Asset Management Limited and Franklin Templeton Asset Management (India) Private Limited respectively. Edelweiss Recently Listed IPO Fund has posted a higher 3-year rolling CAGR. Franklin India Opportunities Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Franklin India Opportunities Fund has the lower direct-plan expense ratio, by 0.25 percentage points.
| Edelweiss Recently Listed IPO Fund Direct Plan Growth | Franklin India Opportunities Fund - Direct - Growth | |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| AMC | Edelweiss Asset Management Limited | Franklin Templeton Asset Management (India) Private Limited |
| Benchmark | Nifty IPO TRI | Nifty 500 TRI |
| NAV | ₹34.1148 (2026-10-28) | ₹276.9738 (2026-10-28) |
| AUM | ₹1,220.892 Cr | ₹9,055.35 Cr |
| Expense Ratio (Direct) | 1.13% | 0.88% |
| Inception | 2018-02-02 | 2000-02-21 |
Returns
Edelweiss Recently Listed IPO Fund leads on 3-year rolling CAGR (19.1% vs Franklin India Opportunities Fund's 19.1%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Edelweiss Recently Listed IPO Fund has been the more volatile of the two by standard deviation.
| Edelweiss Recently Listed IPO Fund Direct Plan Growth | Franklin India Opportunities Fund - Direct - Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.33 | 0.57 |
| 3Y Alpha | N/A | 7.869% |
| 3Y Std Deviation | 19.2744% | 15.902% |
| 3Y Calmar Ratio | 0.54 | 0.90 |
Portfolio Analytics
Edelweiss Recently Listed IPO Fund carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Edelweiss Recently Listed IPO Fund Direct Plan Growth | Franklin India Opportunities Fund - Direct - Growth | |
|---|---|---|
| P/E Ratio | 41.5378 | 32.3127 |
| P/B Ratio | - | - |
| Dividend Yield | 0.1253% | 0.5729% |
| Active Share | - | 84.75% |
| Portfolio Turnover | 102% | 73.50999999999999% |
| YTM | - | 5.3428% |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Edelweiss Recently Listed IPO Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a higher 3-year return, Edelweiss Recently Listed IPO Fund or Franklin India Opportunities Fund?
Edelweiss Recently Listed IPO Fund's 3-year rolling CAGR of 19.1% is higher than Franklin India Opportunities Fund's 19.1%. Edelweiss Recently Listed IPO Fund sits in the 69th percentile of its category on this metric, versus the 70th percentile for Franklin India Opportunities Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Edelweiss Recently Listed IPO Fund or Franklin India Opportunities Fund?
Franklin India Opportunities Fund's direct-plan expense ratio is 0.25 percentage points lower than Edelweiss Recently Listed IPO Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Edelweiss Recently Listed IPO Fund or Franklin India Opportunities Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), Edelweiss Recently Listed IPO Fund has been more volatile than Franklin India Opportunities Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.33 for Edelweiss Recently Listed IPO Fund vs 0.57 for Franklin India Opportunities Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Edelweiss Recently Listed IPO Fund or Franklin India Opportunities Fund?
Franklin India Opportunities Fund has ₹9,055 Cr in assets under management, versus ₹1,221 Cr for Edelweiss Recently Listed IPO Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Edelweiss Recently Listed IPO Fund or Franklin India Opportunities Fund?
Franklin India Opportunities Fund launched on 2000-02-21, making it older than Edelweiss Recently Listed IPO Fund (launched 2018-02-02). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.