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) | ₹1070 Cr | ₹1179 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 | -0.03% | -0.88% |
6 Month | 15.36% | 14.34% |
1 Year | -2.95% | 0.53% |
3 Year | 19.53% | 18.08% |
5 Year | 19.09% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.74% | 3.27% |
1 Year | 14.39% | 14.22% |
3 Year | 17.69% | 17.02% |
5 Year | 16.45% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.85% | 11.7% |
3 Year | 13.15% | 13.34% |
5 Year | 11.74% | - |
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% | 11.46% |
Sharp | 0.82% | 0.84% |
Beta | 0.94% | 0.76% |
Alpha | -2.43% | 2.40% |
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 | 5.4 | 28.78 |
Large Cap | 40.63 | 34.13 |
Small Cap | 27.4 | 19.88 |
Mid Cap | 26.57 | 17.2 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 1.2 | 4.77 |
Energy | 5.01 | 1.73 |
Industrials | 27.3 | 13.33 |
Healthcare | 9.08 | 7.95 |
Basic Materials | 21.41 | 9.25 |
Technology | 1.26 | 12.59 |
Consumer Cyclical | 30.12 | 21.98 |
Consumer Defensive | 4.61 | 1.66 |
Communication Services | - | 9.39 |
Financial Services | - | 12.87 |
Utilities | - | 4.49 |
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