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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) | ₹1206 Cr | ₹4674 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 | -0.63% | -0.42% |
| 6 Month | 3.71% | 4.46% |
| 1 Year | 0.16% | 7.2% |
| 3 Year | 16.21% | 17.19% |
| 5 Year | - | 21.5% |
SIP Return Analysis
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.35% | 2.45% |
| 1 Year | 12.58% | 16.09% |
| 3 Year | 14.95% | 17.37% |
| 5 Year | - | 17.39% |
Rolling Lumpsum Returns
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.7% | 17.5% |
| 3 Year | 13.34% | 21.68% |
| 5 Year | - | 22.15% |
Risk Management
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.50% | 12.46% |
| Sharp | 0.89% | 0.88% |
| Beta | 0.76% | 0.97% |
| Alpha | 2.84% | 5.88% |
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 | 30.65 | 14.11 |
| Large Cap | 32.33 | 51.8 |
| Small Cap | 20.65 | 26.9 |
| Mid Cap | 16.37 | 7.19 |
Sector Allocation
| Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.9 | 5.65 |
| Industrials | 14.35 | 6.43 |
| Technology | 11.97 | 7.44 |
| Energy | 1.57 | 4.87 |
| Consumer Cyclical | 20.35 | 12.45 |
| Communication Services | 9.45 | 16 |
| Financial Services | 13.04 | 37.57 |
| Healthcare | 8.44 | 7.95 |
| Real Estate | 1.51 | 1.65 |
| Basic Materials | 10.21 | - |
| Consumer Defensive | 0.68 | - |
| Utilities | 4.54 | - |
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