Axis Special Situations Fund vs Sundaram Services Fund Regular Plan compare

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

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Fund AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1226 Cr ₹3875 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 24 Dec 2020 01 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Service Sector TRI
Turn Over 18% 29%
Expense Ratio 2.21 1.89
Manager Vinayak Jayanath Rohit Seksaria
ISIN Code INF846K01Y05 INF903JA1EX7
Exits Load Axis Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
1 Month -5.1% -3.53%
6 Month - 1.06%
1 Year 21.29% 13.71%
3 Year 10.08% 14.06%
5 Year - 19.62%

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 10.1% 9.8%
3 Year 18.66% 19.07%
5 Year - 21.72%

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
1 Year 13.67% 20.51%
3 Year 13.7% 23%
5 Year - 21.77%

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Standard Deviation 13.48% 12.7%
Sharp 0.63% 0.94%
Beta 0.9% 0.83%
Alpha -1.06% 5.93%

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Fund Managers

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Name Vinayak Jayanath Rohit Seksaria
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 18 15
AXIS INNOVATION FUND - Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 21.37 5.56
Large Cap 36.72 43.98
Small Cap 11.27 33.76
Mid Cap 30.59 16.69

Sector Allocation

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 0.99 5.56
Services 23.61 -
Energy 7.59 -
Capital Goods 14.12 -
Financial 12.69 -
Technology 10.39 -
Construction 0.91 -
Insurance 2.07 3.41
Healthcare 6.12 -
Automobile 5.36 -
Chemicals 10.93 -
Consumer Staples 1.52 -
Metals & Mining 2.81 -
Communication 0.84 -
Petroleum Products - 4.5
IT - Services - 3.17
Finance - 12.08
Banks - 18.71
Healthcare Services - 7.29
Capital Markets - 6.55
IT - Software - 6.49
Telecom - Services - 10.37
Transport Services - 1.75
Entertainment - 1.72
Realty - 1.7
Leisure Services - 4.29
Consumer Durables - 3.57
Commercial Services & Supplies - 0.98
Financial Technology (Fintech) - 1.1
Retailing - 3.99
Transport Infrastructure - 1.46
Textiles & Apparels - 1.3

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