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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) | ₹1175 Cr | ₹4161 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 | 3.09% | 5.39% |
| 6 Month | 1.36% | 9.52% |
| 1 Year | 5.48% | 16.92% |
| 3 Year | 19.05% | 24.03% |
| 5 Year | - | 26.97% |
SIP Return Analysis
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.95% | 13.73% |
| 1 Year | 10.84% | 23.8% |
| 3 Year | 19% | 23.04% |
| 5 Year | - | 21.99% |
Rolling Lumpsum Returns
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.71% | 19.51% |
| 3 Year | 12.64% | 21.93% |
| 5 Year | - | 21.73% |
Risk Management
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.04% | 13.50% |
| Sharp | 0.66% | 0.94% |
| Beta | 0.86% | 0.91% |
| Alpha | -0.65% | 5.41% |
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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 | 24.51 | 9.97 |
| Large Cap | 39.64 | 50.92 |
| Small Cap | 17.81 | 28.8 |
| Mid Cap | 18.05 | 10.3 |
Sector Allocation
| Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.5 | 6.38 |
| Industrials | 13.63 | 5.77 |
| Energy | 1.67 | 5.11 |
| Consumer Cyclical | 19.5 | 12.78 |
| Communication Services | 8.09 | 15.5 |
| Technology | 15.15 | 7.92 |
| Financial Services | 14.58 | 37.21 |
| Healthcare | 7.41 | 7.46 |
| Basic Materials | 8.36 | - |
| Consumer Defensive | 1.75 | - |
| Utilities | 3.36 | - |
| Real Estate | - | 1.87 |
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