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) | ₹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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