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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) | ₹3698 Cr | ₹1206 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 | 1.65% | 0.94% |
| 6 Month | 1.45% | 6.92% |
| 1 Year | -1.91% | 7.69% |
| 3 Year | 11.34% | 17.28% |
| 5 Year | 16.09% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.65% | 1.37% |
| 1 Year | 4.49% | 11.77% |
| 3 Year | 7.35% | 15.47% |
| 5 Year | 9.75% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.8% | 11.7% |
| 3 Year | 16.18% | 13.34% |
| 5 Year | 16.1% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 11.50% |
| Sharp | 0.43% | 0.89% |
| Beta | 0.86% | 0.76% |
| Alpha | -0.67% | 2.84% |
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 | 8.63 | 30.65 |
| Mid Cap | 29.76 | 16.37 |
| Large Cap | 48.64 | 32.33 |
| Small Cap | 12.96 | 20.65 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.55 | 3.9 |
| Industrials | 12.6 | 14.35 |
| Technology | 22.14 | 11.97 |
| Basic Materials | 11.57 | 10.21 |
| Energy | 4.11 | 1.57 |
| Consumer Defensive | 10.38 | 0.68 |
| Healthcare | 12.29 | 8.44 |
| Consumer Cyclical | 14.39 | 20.35 |
| Utilities | 3.97 | 4.54 |
| Communication Services | - | 9.45 |
| Financial Services | - | 13.04 |
| Real Estate | - | 1.51 |
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