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

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

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

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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) ₹755 Cr ₹1271 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Month 1.75% 4.28%
6 Month 20.45% 23.15%
1 Year 44.02% 40.26%
3 Year 18.29% 14.13%
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 17.49% 17.36%
3 Year 37.16% 31.54%
5 Year 47.11% 36.29%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year 17.22% 13.45%
3 Year 17.99% 13.51%
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%

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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 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 -

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