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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) | ₹1199 Cr | ₹4769 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 | -3.16% | -1.18% |
| 6 Month | 2.92% | 4.06% |
| 1 Year | -1.37% | 8.14% |
| 3 Year | 16.38% | 17.45% |
| 5 Year | - | 20.36% |
SIP Return Analysis
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.31% | 2.25% |
| 1 Year | 11.92% | 16.99% |
| 3 Year | 14.51% | 17.38% |
| 5 Year | - | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.7% | 17.39% |
| 3 Year | 13.34% | 21.59% |
| 5 Year | - | 22.11% |
Risk Management
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.53% | 12.45% |
| Sharp | 0.86% | 0.83% |
| Beta | 0.77% | 0.97% |
| Alpha | 3.03% | 5.72% |
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 | 38.38 | 12.99 |
| Large Cap | 25.91 | 53.39 |
| Small Cap | 18.13 | 26.81 |
| Mid Cap | 17.59 | 6.81 |
Sector Allocation
| Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.43 | 4.5 |
| Industrials | 12.35 | 6.38 |
| Technology | 15.14 | 7.9 |
| Energy | 0 | 5.04 |
| Consumer Cyclical | 23.31 | 12.81 |
| Communication Services | 10.63 | 15.77 |
| Financial Services | 11.32 | 38.53 |
| Healthcare | 9.34 | 7.41 |
| Real Estate | 1.39 | 1.67 |
| Basic Materials | 9.54 | - |
| Consumer Defensive | 0.18 | - |
| Utilities | 1.39 | - |
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