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Axis Special Situations Fund vs Sundaram Services Fund Regular Plan compare

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tortoise-icon AXIS INNOVATION FUND - Regular Plan - Growth Option

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

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

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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