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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
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) | ₹732 Cr | ₹1157 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 | 2.4 | 2.26 |
| 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 | -4.87% | -7.26% |
| 6 Month | -12.85% | -10.28% |
| 1 Year | 4.52% | 9.06% |
| 3 Year | 13.83% | 12.36% |
| 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 | -8.72% | -10.54% |
| 1 Year | -12.94% | -13.38% |
| 3 Year | 13.33% | 12.33% |
| 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 | 17.62% | 15.38% |
| 3 Year | 17.72% | 12.82% |
| 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 | 14.687% | 13.873% |
| Sharp | 0.532% | 0.394% |
| Beta | - | - |
| Alpha | - | - |
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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 | 8.65253 | 24.50892 |
| Large Cap | 49.95278 | 39.63542 |
| Small Cap | 23.14007 | 17.80612 |
| Mid Cap | 18.25463 | 18.04953 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.81414 | 6.49611 |
| Energy | 1.85407 | 1.66679 |
| Technology | 12.65859 | 15.15279 |
| Healthcare | 8.66445 | 7.41239 |
| Basic Materials | 13.04416 | 8.36305 |
| Financial Services | 22.13452 | 14.58048 |
| Consumer Cyclical | 16.47348 | 19.50131 |
| Industrials | 4.79796 | 13.62864 |
| Consumer Defensive | 4.65352 | 1.75137 |
| Communication Services | 6.88387 | 8.09126 |
| Real Estate | 2.17713 | - |
| Utilities | 0.84412 | 3.3558 |
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