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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) | ₹3817 Cr | ₹1196 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 | -2.82% | -4.83% |
| 6 Month | -1.9% | -3.31% |
| 1 Year | -0.63% | 3.54% |
| 3 Year | 11.02% | 16.79% |
| 5 Year | 12.2% | 12.03% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.05% | -1.84% |
| 1 Year | 6.33% | 6.13% |
| 3 Year | 6.39% | 12.01% |
| 5 Year | 9.07% | 11.97% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.6% | 10.01% |
| 3 Year | 15.93% | 14.19% |
| 5 Year | 16.06% | 13.54% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 13.48% |
| Sharp | 0.53% | 1.01% |
| Beta | 0.85% | 0.77% |
| Alpha | 0.36% | 3.06% |
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 | 8.92 | 40.21 |
| Large Cap | 49.56 | 22.62 |
| Small Cap | 11.97 | 20.21 |
| Mid Cap | 29.55 | 16.95 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.38 | 3.17 |
| Technology | 23.6 | 17.95 |
| Basic Materials | 11.07 | 9.21 |
| Energy | 4.17 | - |
| Consumer Defensive | 11.86 | 0 |
| Healthcare | 12.14 | 9.61 |
| Consumer Cyclical | 15.18 | 24.55 |
| Industrials | 10.56 | 11.77 |
| Utilities | 3.03 | 1.15 |
| Communication Services | - | 11.08 |
| Financial Services | - | 10.86 |
| Real Estate | - | 0.67 |
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