Axis Special Situations Fund vs Sundaram Services Fund Regular Plan compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Services Fund Regular Plan - Growth

Invest Now

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 Average Very High
Asset Size (Cr) ₹1195 Cr ₹3211 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 12 May 2020 21 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY Service Sector TRI
Turn Over 18% 29%
Expense Ratio 2.15 1.94
Manager Vinayak Jayanath Rohit Seksaria
ISIN Code INF846K01Y05 INF903JA1EX7
Exits Load For Investment above 10%, Exit load of 1% if redeemed within 12 months./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
1 Month 3.44% 4.69%
6 Month 24.62% 11.82%
1 Year 35.87% 30.18%
3 Year 15.22% 19.23%
5 Year - 23.11%

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 17.36% 10.89%
3 Year 31.54% 31.75%
5 Year 36.29% 74.85%

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
1 Year 13.88% 24.09%
3 Year 39.49% 59.58%
5 Year 42.49% 82.86%

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Standard Deviation 13.48% 12.7%
Sharp 0.64% 0.98%
Beta 0.9% 0.83%
Alpha 0.41% 7.73%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Large Cap 36.72 51.63
Mid Cap 30.59 11.6
Small Cap 11.27 29.79
Others 21.37 7

Sector Allocation

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

Sundaram Services Fund Regular Plan - Growth

Financial 12.69 38.91
Services 23.61 15.44
Energy 7.59 6.24
Chemicals 10.93 -
Capital Goods 14.12 -
Automobile 5.36 -
Healthcare 6.12 6
Technology 10.39 8.99
Metals & Mining 2.81 -
Construction 0.91 1.48
Consumer Staples 1.52 -
Insurance 2.07 3.89
Others 0.99 1.68
Communication 0.84 9.31
Consumer Discretionary - 4.58
Unclassified - 2.25
Textiles - 1.25

Top Comparisons

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns21.85%

VS

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

3Y Returns18.5%

Compare Now

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

3Y Returns17.24%

Compare Now

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns5.42%

VS

Quant Overnight Fund Regular - Growth Quant Overnight Fund Regular - Growth

3Y Returns0%

Compare Now

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.99%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.99%

Compare Now
Request call back
Add to Cart Successfully