Axis Special Situations Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
AXIS INNOVATION FUND - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Special Opportunities 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) | ₹732 Cr | ₹1157 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 23 Oct 2020 | 24 Dec 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 50 TRI |
Turn Over | 72% | 18% |
Expense Ratio | 2.4 | 2.26 |
Manager | Dhaval Joshi | Vinayak Jayanath |
ISIN Code | INF209KB1T46 | INF846K01Y05 |
Exits Load | Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 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 Special Opportunities Fund-Regular Plan-Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.03% | 2.19% |
6 Month | 2.29% | -1.19% |
1 Year | 6.26% | 4.24% |
3 Year | 22.49% | 19.82% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.43% | 4.99% |
1 Year | 6.46% | 2.48% |
3 Year | 18.82% | 16.49% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.84% | 13.71% |
3 Year | 17.48% | 12.64% |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.687% | 13.873% |
Sharp | 0.532% | 0.394% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Vinayak Jayanath |
Total AUM | ₹361932 Cr | ₹0 Cr |
Funds Managed | 55 | 18 |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 8.65 | 24.51 |
Large Cap | 49.95 | 39.64 |
Small Cap | 23.14 | 17.81 |
Mid Cap | 18.25 | 18.05 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 5.81 | 6.5 |
Energy | 1.85 | 1.67 |
Technology | 12.66 | 15.15 |
Healthcare | 8.66 | 7.41 |
Basic Materials | 13.04 | 8.36 |
Financial Services | 22.13 | 14.58 |
Consumer Cyclical | 16.47 | 19.5 |
Industrials | 4.8 | 13.63 |
Consumer Defensive | 4.65 | 1.75 |
Communication Services | 6.88 | 8.09 |
Real Estate | 2.18 | - |
Utilities | 0.84 | 3.36 |
Top Comparisons
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.31%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.32%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns24.22%
HSBC Business Cycles Fund - Regular Growth
3Y Returns29.74%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns22.39%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns19.91%
HDFC Gilt Fund - Growth Plan
3Y Returns7.84%
Invesco India GILT Fund - Growth
3Y Returns7.48%