Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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 Very High Very High
Asset Size (Cr) ₹1157 Cr ₹3793 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 8.57% 8.41%
6 Month -3.03% 4.39%
1 Year 10.48% 20.22%
3 Year 17.41% 21.88%
5 Year - 28.37%

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
6 Month -1.23% 2.38%
1 Year -7.22% 4.36%
3 Year 13.61% 17.09%
5 Year - 18.94%

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
1 Year 15.38% 20.46%
3 Year 12.82% 22.46%
5 Year - 21.59%

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Standard Deviation 13.873% 13.733%
Sharp 0.394% 0.606%
Beta - -
Alpha - -

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
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

Top Comparisons

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns27.13%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns22.72%

Compare Now

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns19.85%

VS

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

3Y Returns18.88%

Compare Now

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

3Y Returns9.62%

VS

Edelweiss Equity Savings Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

3Y Returns11.44%

Compare Now

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns18.95%

VS

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns21.02%

Compare Now
Add to Cart Successfully