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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) | ₹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 | - | - |
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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 |
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