Axis Special Situations Fund vs Aditya Birla Sun Life Manufacturing Equity Fund compare
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
AXIS INNOVATION FUND - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1099 Cr | ₹1196 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 03 Feb 2015 | 24 Dec 2020 |
| Category | Manufacturing | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Manufacturing TRI | NIFTY 50 TRI |
| Turn Over | 19% | 18% |
| Expense Ratio | 2.25 | 2.26 |
| Manager | Harish Krishnan | Vinayak Jayanath |
| ISIN Code | INF209KA1YH6 | INF846K01Y05 |
| Exits Load | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.9% | -4% |
| 6 Month | 0.75% | -2.09% |
| 1 Year | 8.48% | 5.38% |
| 3 Year | 19.54% | 17.27% |
| 5 Year | 15.38% | 12.98% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.15% | -4.2% |
| 1 Year | 0.62% | -0.22% |
| 3 Year | 10.79% | 10.46% |
| 5 Year | 12.97% | 11.25% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.54% | 10.01% |
| 3 Year | 13.54% | 14.19% |
| 5 Year | 12.01% | 13.54% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.2% | 13.48% |
| Sharp | 0.88% | 1.01% |
| Beta | 0.95% | 0.77% |
| Alpha | -2.72% | 3.06% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Name | Harish Krishnan | Vinayak Jayanath |
| Total AUM | ₹26655 Cr | ₹0 Cr |
| Funds Managed | 4 | 18 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.86 | 40.21 |
| Large Cap | 42.13 | 22.62 |
| Mid Cap | 27.17 | 16.95 |
| Small Cap | 24.84 | 20.21 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.59 | 3.17 |
| Energy | 5.24 | - |
| Healthcare | 11.48 | 9.61 |
| Basic Materials | 21.24 | 9.21 |
| Technology | 1.76 | 17.95 |
| Consumer Cyclical | 30.39 | 24.55 |
| Industrials | 24.36 | 11.77 |
| Consumer Defensive | 4.26 | 0 |
| Utilities | 0.69 | 1.15 |
| Communication Services | - | 11.08 |
| Financial Services | - | 10.86 |
| Real Estate | - | 0.67 |
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