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Axis Special Situations Fund vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
AXIS INNOVATION FUND - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3456 Cr | ₹1175 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Aug 1996 | 24 Dec 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Shariah TRI | NIFTY 50 TRI |
| Turn Over | 11.72% | 18% |
| Expense Ratio | 1.93 | 2.26 |
| Manager | Abhinav Sharma | Vinayak Jayanath |
| ISIN Code | INF277K01956 | INF846K01Y05 |
| Exits Load | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.36% | 3.2% |
| 6 Month | -1.76% | 1.91% |
| 1 Year | -3.46% | 6.01% |
| 3 Year | 15.24% | 19.82% |
| 5 Year | 20.28% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.9% | 9.95% |
| 1 Year | -2.25% | 10.84% |
| 3 Year | 10.87% | 19% |
| 5 Year | 13.01% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.66% | 13.71% |
| 3 Year | 13.52% | 12.64% |
| 5 Year | 14.51% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 14.04% |
| Sharp | 0.48% | 0.66% |
| Beta | 0.87% | 0.86% |
| Alpha | -0.97% | -0.65% |
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Fund Managers
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhinav Sharma | Vinayak Jayanath |
| Total AUM | ₹5613 Cr | ₹0 Cr |
| Funds Managed | 3 | 18 |
| Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.04 | 24.51 |
| Mid Cap | 36.62 | 18.05 |
| Large Cap | 40.72 | 39.64 |
| Small Cap | 14.62 | 17.81 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.04 | 6.5 |
| Industrial Products | 4.76 | - |
| Consumer Durables | 5.19 | - |
| Fertilizers & Agrochemicals | 2.71 | - |
| Petroleum Products | 3.94 | - |
| Diversified FMCG | 4 | - |
| Pharmaceuticals & Biotechnology | 12.44 | - |
| IT - Software | 15.36 | - |
| Healthcare Services | 2.84 | - |
| Cement & Cement Products | 5.47 | - |
| Chemicals & Petrochemicals | 5.25 | - |
| Auto Components | 6.9 | - |
| Personal Products | 3.6 | - |
| Gas | 5.63 | - |
| IT - Services | 0.8 | - |
| Automobiles | 1.98 | - |
| Agricultural Food & other Products | 2.4 | - |
| Retailing | 1.46 | - |
| Food Products | 0.82 | - |
| Electrical Equipment | 1.73 | - |
| Oil | 1.21 | - |
| Diversified | 0.63 | - |
| Ferrous Metals | 1.61 | - |
| Textiles & Apparels | 1.23 | - |
| Industrials | - | 13.63 |
| Energy | - | 1.67 |
| Consumer Cyclical | - | 19.5 |
| Communication Services | - | 8.09 |
| Technology | - | 15.15 |
| Financial Services | - | 14.58 |
| Healthcare | - | 7.41 |
| Basic Materials | - | 8.36 |
| Consumer Defensive | - | 1.75 |
| Utilities | - | 3.36 |
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