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) ₹1171 Cr ₹4333 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 3.81% 2.4%
6 Month 17.67% 19.31%
1 Year 1.06% 3.69%
3 Year 15.13% 17.18%
5 Year - 23.92%

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
6 Month 6.65% 3.83%
1 Year 14.48% 15.35%
3 Year 17.95% 18.58%
5 Year - 18.66%

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
1 Year 12.49% 18.83%
3 Year 12.87% 22.01%
5 Year - 21.89%

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Standard Deviation 12.08% 12.57%
Sharp 0.62% 0.78%
Beta 0.78% 0.93%
Alpha 1.18% 5.81%

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 24.73 13.45
Large Cap 37.5 52.33
Small Cap 19.34 26.68
Mid Cap 18.42 7.53

Sector Allocation

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 2.43 6.01
Industrials 12.66 6.09
Healthcare 9.42 8.47
Energy 3.01 4.88
Consumer Cyclical 19.52 13.19
Communication Services 7.5 15.8
Technology 14.03 6.41
Financial Services 16.24 37.6
Basic Materials 8.84 -
Consumer Defensive 1.76 -
Utilities 4.58 -
Real Estate - 1.56

Top Comparisons

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns6.74%

VS

HSBC Medium to Long Duration Fund - Regular Growth HSBC Medium to Long Duration Fund - Regular Growth

3Y Returns6.29%

Compare Now

WhiteOak Capital Mid Cap Fund Regular Plan Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth

3Y Returns24.26%

VS

Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

3Y Returns23.28%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns20.04%

VS

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

3Y Returns12.85%

Compare Now

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns12.09%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns8.94%

Compare Now
Add to Cart Successfully