Axis Special Situations Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Invest Now

tortoise-icon AXIS INNOVATION FUND - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹774 Cr ₹1226 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 23 Oct 2020 24 Dec 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 50 TRI
Turn Over 72% 18%
Expense Ratio 2.38 2.21
Manager Dhaval Joshi Vinayak Jayanath
ISIN Code INF209KB1T46 INF846K01Y05
Exits Load Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 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 Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Month 1.16% 2.39%
6 Month 4.19% 5.73%
1 Year 24.05% 29.59%
3 Year 15.61% 11.86%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month - -
1 Year 15.01% 22.09%
3 Year 22.19% 21.97%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year 17.29% 13.67%
3 Year 18.03% 13.7%
5 Year - -

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation 13.56% 13.48%
Sharp 0.85% 0.63%
Beta 1% 0.9%
Alpha -0.29% -1.06%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
Name Dhaval Joshi Vinayak Jayanath
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 18
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth AXIS INNOVATION FUND - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

AXIS INNOVATION FUND - Regular Plan - Growth Option

Others 4.78 21.37
Large Cap 54.41 36.72
Small Cap 22.87 11.27
Mid Cap 17.96 30.59

Sector Allocation

Scheme Name

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

AXIS INNOVATION FUND - Regular Plan - Growth Option

Others 2.16 0.99
Materials 4.89 -
Automobile 9.34 5.36
Energy 2.15 7.59
Technology 9.59 10.39
Metals & Mining 3.85 2.81
Financial 24.04 12.69
Healthcare 8.8 6.12
Chemicals 2.77 10.93
Services 7.94 23.61
Consumer Discretionary 3.11 -
Consumer Staples 5.34 1.52
Construction 3.99 0.91
Capital Goods 2.67 14.12
Communication 7.22 0.84
Insurance 1.3 2.07
Textiles 0.86 -

Top Comparisons

Kotak India EQ Contra Fund - Growth Kotak India EQ Contra Fund - Growth

3Y Returns21.93%

VS

Invesco India Contra Fund - Growth Invesco India Contra Fund - Growth

3Y Returns21.09%

Compare Now

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.67%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.67%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns5.94%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns6.08%

Compare Now

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns5.63%

VS

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns5.91%

Compare Now
Request call back
Add to Cart Successfully