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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) | ₹1205 Cr | ₹4429 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 | -1.07% | -4.1% |
| 6 Month | 3.48% | 5.91% |
| 1 Year | 6.04% | 11.5% |
| 3 Year | 14.5% | 18.53% |
| 5 Year | - | 25.11% |
SIP Return Analysis
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.72% | 5.01% |
| 1 Year | 8.24% | 9.02% |
| 3 Year | 17.36% | 17.75% |
| 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 | 12.03% | 12.53% |
| Sharp | 0.72% | 0.96% |
| Beta | 0.84% | 0.91% |
| Alpha | 0.46% | 6.26% |
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 | 24.1 | 13.02 |
| Large Cap | 39.15 | 51.38 |
| Small Cap | 19.29 | 28.11 |
| Mid Cap | 17.46 | 7.48 |
Sector Allocation
| Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.92 | 6.48 |
| Industrials | 12.74 | 6.04 |
| Healthcare | 8.57 | 7.99 |
| Energy | 3.19 | 5.19 |
| Consumer Cyclical | 20.43 | 12.41 |
| Communication Services | 7.7 | 15.64 |
| Technology | 13.96 | 6.65 |
| Financial Services | 15.72 | 37.98 |
| Basic Materials | 8.07 | - |
| Consumer Defensive | 2.04 | - |
| Utilities | 4.67 | - |
| Real Estate | - | 1.61 |
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