Axis Special Situations Fund vs Sundaram Services Fund Regular Plan compare
AXIS INNOVATION FUND - Regular Plan - Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Fund | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1171 Cr | ₹4333 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 24 Dec 2020 | 01 Sep 2018 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Service Sector TRI |
Turn Over | 18% | 29% |
Expense Ratio | 2.26 | 1.94 |
Manager | Vinayak Jayanath | Rohit Seksaria |
ISIN Code | INF846K01Y05 | INF903JA1EX7 |
Exits Load | Axis Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.81% | 2.4% |
6 Month | 17.67% | 19.31% |
1 Year | 1.06% | 3.69% |
3 Year | 15.13% | 17.18% |
5 Year | - | 23.92% |
SIP Return Analysis
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 6.65% | 3.83% |
1 Year | 14.48% | 15.35% |
3 Year | 17.95% | 18.58% |
5 Year | - | 18.66% |
Rolling Lumpsum Returns
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 12.49% | 18.83% |
3 Year | 12.87% | 22.01% |
5 Year | - | 21.89% |
Risk Management
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.08% | 12.57% |
Sharp | 0.62% | 0.78% |
Beta | 0.78% | 0.93% |
Alpha | 1.18% | 5.81% |
Fund Managers
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Name | Vinayak Jayanath | Rohit Seksaria |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 18 | 15 |
AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
Market Cap
Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 24.73 | 13.45 |
Large Cap | 37.5 | 52.33 |
Small Cap | 19.34 | 26.68 |
Mid Cap | 18.42 | 7.53 |
Sector Allocation
Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 2.43 | 6.01 |
Industrials | 12.66 | 6.09 |
Healthcare | 9.42 | 8.47 |
Energy | 3.01 | 4.88 |
Consumer Cyclical | 19.52 | 13.19 |
Communication Services | 7.5 | 15.8 |
Technology | 14.03 | 6.41 |
Financial Services | 16.24 | 37.6 |
Basic Materials | 8.84 | - |
Consumer Defensive | 1.76 | - |
Utilities | 4.58 | - |
Real Estate | - | 1.56 |
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