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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) | ₹825 Cr | ₹1179 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 | 3.56% | 2.07% |
| 6 Month | 12.52% | 12.01% |
| 1 Year | 8.92% | 5.43% |
| 3 Year | 18.74% | 17.36% |
| 5 Year | 20.99% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.33% | 1.47% |
| 1 Year | 13.31% | 10.63% |
| 3 Year | 16.74% | 15.39% |
| 5 Year | 15.86% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.58% | 11.7% |
| 3 Year | 17.62% | 13.34% |
| 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 | 13.49% | 11.46% |
| Sharp | 0.87% | 0.84% |
| Beta | 0.99% | 0.76% |
| Alpha | 2.31% | 2.40% |
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 | 13.32 | 28.78 |
| Large Cap | 51.97 | 34.13 |
| Small Cap | 22.53 | 19.88 |
| Mid Cap | 12.18 | 17.2 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.9 | 4.77 |
| Energy | 1.77 | 1.73 |
| Technology | 8.29 | 12.59 |
| Consumer Cyclical | 19.08 | 21.98 |
| Healthcare | 7.41 | 7.95 |
| Basic Materials | 11.61 | 9.25 |
| Financial Services | 24.31 | 12.87 |
| Industrials | 9.61 | 13.33 |
| Communication Services | 7.32 | 9.39 |
| Consumer Defensive | 5.01 | 1.66 |
| Real Estate | 2.07 | - |
| Utilities | 0.62 | 4.49 |
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