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Axis Special Situations Fund vs Tata Ethical Fund compare

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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tortoise-icon AXIS INNOVATION FUND - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3579 Cr ₹1205 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 -0.66% 0.38%
6 Month -1.71% 3.92%
1 Year -6.66% 3.11%
3 Year 13.74% 17.75%
5 Year 19.67% -

SIP Return Analysis

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month 4.88% 9.06%
1 Year -2.82% 10.14%
3 Year 9.74% 18.04%
5 Year 12.17% -

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 13.58% 13.28%
Sharp 0.64% 0.95%
Beta 0.86% 0.84%
Alpha -0.44% 0.46%

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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 8.11 24.02
Mid Cap 36.15 17.56
Large Cap 40.57 39.98
Small Cap 15.17 18.44

Sector Allocation

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

AXIS INNOVATION FUND - Regular Plan - Growth Option

Others 8.11 5.43
Industrials 12.95 13.2
Basic Materials 13.89 8.42
Energy 6.26 3.1
Consumer Defensive 10.44 2.01
Healthcare 14.3 7.24
Technology 16.91 13.45
Consumer Cyclical 12.79 19.97
Utilities 4.35 3.47
Communication Services - 7.7
Financial Services - 16

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