Axis Special Situations Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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AXIS INNOVATION FUND - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹812 Cr	₹1205 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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Month	-1.17%	-0.21%
6 Month	8.66%	7.73%
1 Year	1.62%	4.65%
3 Year	18.15%	15.56%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month	6.37%	8.43%
1 Year	8.89%	11.14%
3 Year	18.82%	18.71%
5 Year	-	-

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	-	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation	14.26%	13.28%
Sharp	1.04%	0.95%
Beta	0.98%	0.84%
Alpha	0.77%	0.46%

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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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	AXIS INNOVATION FUND - Regular Plan - Growth Option
Others	8.35	24.1
Large Cap	51.51	39.15
Small Cap	23.48	19.29
Mid Cap	16.66	17.46

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	AXIS INNOVATION FUND - Regular Plan - Growth Option
Others	1.39	2.92
Energy	1.98	3.19
Technology	10.49	13.96
Healthcare	9.46	8.57
Basic Materials	12.71	8.07
Financial Services	23	15.72
Consumer Cyclical	18.21	20.43
Industrials	6.91	12.74
Consumer Defensive	5.23	2.04
Communication Services	7.67	7.7
Real Estate	2.17	-
Utilities	0.76	4.67