Axis Special Situations Fund vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
AXIS INNOVATION FUND - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2817 Cr | ₹1271 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 May 1996 | 05 Dec 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Shariah TRI | NIFTY 50 TRI |
| Turn Over | 11.72% | 18% |
| Expense Ratio | 1.95 | 2.22 |
| Manager | Abhinav Sharma | Vinayak Jayanath |
| ISIN Code | INF277K01956 | INF846K01Y05 |
| Exits Load | Exit load of 0.50% if redeemed within 90 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 | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.19% | 4.28% |
| 6 Month | 23.58% | 23.15% |
| 1 Year | 33.21% | 40.26% |
| 3 Year | 15.68% | 14.13% |
| 5 Year | 23.75% | - |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.81% | 17.36% |
| 3 Year | 31.9% | 31.54% |
| 5 Year | 69.56% | 36.29% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.58% | 13.88% |
| 3 Year | 52.72% | 39.49% |
| 5 Year | 75.06% | 42.49% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 13.48% |
| Sharp | 0.78% | 0.63% |
| Beta | 0.87% | 0.9% |
| Alpha | 1.32% | -1.06% |
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| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhinav Sharma | Vinayak Jayanath |
| Total AUM | ₹5613 Cr | ₹0 Cr |
| Fund Manage | 3 | 18 |
| Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.3 | 21.37 |
| Large Cap | 44.12 | 36.72 |
| Mid Cap | 34.61 | 30.59 |
| Small Cap | 13.97 | 11.27 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.24 | 0.99 |
| Capital Goods | 14.79 | 14.12 |
| Materials | 9.23 | - |
| Technology | 22.83 | 10.39 |
| Consumer Staples | 10.41 | 1.52 |
| Healthcare | 10.15 | 6.12 |
| Chemicals | 6.1 | 10.93 |
| Automobile | 3.17 | 5.36 |
| Metals & Mining | 3.57 | 2.81 |
| Communication | 1.22 | 0.84 |
| Energy | 4.5 | 7.59 |
| Consumer Discretionary | 2.33 | - |
| Services | 1.22 | 23.61 |
| Diversified | 2.05 | - |
| Textiles | 2.19 | - |
| Financial | - | 12.69 |
| Construction | - | 0.91 |
| Insurance | - | 2.07 |
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