- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.58% | 2.24% |
| 6 Month | 7.67% | 7.02% |
| 1 Year | 6.41% | 13.63% |
| 3 Year | 16.66% | 17.91% |
| 5 Year | - | 22.92% |
SIP Return Analysis
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.37% | 2.52% |
| 1 Year | 11.77% | 17.28% |
| 3 Year | 15.47% | 18.1% |
| 5 Year | - | 17.9% |
Rolling Lumpsum Returns
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.7% | 17.73% |
| 3 Year | 13.34% | 21.77% |
| 5 Year | - | 22.13% |
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 | 28.78 | 14.21 |
| Large Cap | 34.13 | 51.59 |
| Small Cap | 19.88 | 26.9 |
| Mid Cap | 17.2 | 7.3 |
Sector Allocation
| Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.77 | 6.1 |
| Industrials | 13.33 | 6.49 |
| Healthcare | 7.95 | 8.51 |
| Energy | 1.73 | 4.72 |
| Consumer Cyclical | 21.98 | 13.34 |
| Communication Services | 9.39 | 15.64 |
| Technology | 12.59 | 6.96 |
| Financial Services | 12.87 | 36.62 |
| Basic Materials | 9.25 | - |
| Consumer Defensive | 1.66 | - |
| Utilities | 4.49 | - |
| Real Estate | - | 1.61 |
Top Comparisons
ICICI Prudential Overnight Fund - Growth
3Y Returns6.36%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.36%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.64%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns12.23%
HDFC Long Duration Debt Fund - Growth Option
3Y Returns0%
Bandhan Bond Fund Income Plan Regular-Growth
3Y Returns6.08%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns31.2%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns33.44%
