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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 | 1.5% | -0.63% |
| 6 Month | 1.12% | 3.71% |
| 1 Year | -6.17% | 0.16% |
| 3 Year | 10.35% | 16.21% |
| 5 Year | 14.57% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.22% | 1.35% |
| 1 Year | 8.2% | 12.58% |
| 3 Year | 7.65% | 14.95% |
| 5 Year | 9.79% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.74% | 11.7% |
| 3 Year | 16.14% | 13.34% |
| 5 Year | 16.09% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 11.53% |
| Sharp | 0.41% | 0.86% |
| Beta | 0.86% | 0.77% |
| Alpha | -0.15% | 3.03% |
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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