Axis Special Situations Fund vs Sundaram Services Fund Regular Plan compare
AXIS INNOVATION FUND - Regular Plan - Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹1157 Cr | ₹3793 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 | 2.26 | 1.94 |
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 | -4.17% | -2.75% |
6 Month | -8.11% | -4.83% |
1 Year | 13.4% | 9.35% |
3 Year | 10.94% | 15.22% |
5 Year | - | 17.45% |
SIP Return Analysis
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -4.78% | -0.88% |
3 Year | 14.13% | 15.42% |
5 Year | - | 19.54% |
Rolling Lumpsum Returns
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.38% | 20.46% |
3 Year | 12.82% | 22.46% |
5 Year | - | 21.59% |
Risk Management
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.873% | 13.525% |
Sharp | 0.394% | 0.651% |
Beta | - | - |
Alpha | - | - |
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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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