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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) | ₹3572 Cr | ₹1184 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 | 0.03% | 0.75% |
| 6 Month | 6.39% | 10.96% |
| 1 Year | -9.37% | 3.77% |
| 3 Year | 10.86% | 14.17% |
| 5 Year | 17.67% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.37% | 5.4% |
| 1 Year | -6.53% | 6.19% |
| 3 Year | 7.08% | 16.18% |
| 5 Year | 10.28% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.53% | 12.49% |
| 3 Year | 13.59% | 12.87% |
| 5 Year | 14.6% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 12.03% |
| Sharp | 0.48% | 0.72% |
| Beta | 0.85% | 0.78% |
| Alpha | -0.39% | 0.65% |
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 | 6.05 | 24.73 |
| Mid Cap | 35.11 | 18.42 |
| Large Cap | 43.87 | 37.5 |
| Small Cap | 14.97 | 19.34 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.05 | 2.43 |
| Industrials | 12.54 | 12.66 |
| Technology | 19.3 | 14.03 |
| Basic Materials | 14.11 | 8.84 |
| Energy | 6.2 | 3.01 |
| Consumer Defensive | 11.01 | 1.76 |
| Healthcare | 13.81 | 9.42 |
| Consumer Cyclical | 12.89 | 19.52 |
| Utilities | 4.1 | 4.58 |
| Communication Services | - | 7.5 |
| Financial Services | - | 16.24 |
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