Axis Special Situations Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
AXIS INNOVATION FUND - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹755 Cr | ₹1271 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 23 Oct 2020 | 05 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 | 2.4 | 2.22 |
| Manager | Dhaval Joshi | Vinayak Jayanath |
| ISIN Code | INF209KB1T46 | INF846K01Y05 |
| Exits Load | Exit load of 1%, if redeemed within 30 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.75% | 4.28% |
| 6 Month | 20.45% | 23.15% |
| 1 Year | 44.02% | 40.26% |
| 3 Year | 18.29% | 14.13% |
| 5 Year | - | - |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.49% | 17.36% |
| 3 Year | 37.16% | 31.54% |
| 5 Year | 47.11% | 36.29% |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.85% | 13.88% |
| 3 Year | 46.18% | 39.49% |
| 5 Year | 50.78% | 42.49% |
| 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% |
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| 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 |
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Large Cap | 54.41 | 36.72 |
| Mid Cap | 17.96 | 30.59 |
| Small Cap | 22.87 | 11.27 |
| Others | 4.78 | 21.37 |
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Communication | 7.22 | 0.84 |
| Financial | 24.04 | 12.69 |
| Technology | 9.59 | 10.39 |
| Healthcare | 8.8 | 6.12 |
| Construction | 3.99 | 0.91 |
| Automobile | 9.34 | 5.36 |
| Energy | 2.15 | 7.59 |
| Others | 2.16 | 0.99 |
| Consumer Staples | 5.34 | 1.52 |
| Services | 7.94 | 23.61 |
| Materials | 4.89 | - |
| Capital Goods | 2.67 | 14.12 |
| Metals & Mining | 3.85 | 2.81 |
| Consumer Discretionary | 3.11 | - |
| Insurance | 1.3 | 2.07 |
| Chemicals | 2.77 | 10.93 |
| Textiles | 0.86 | - |
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