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
Overview
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) | ₹3253 Cr | ₹1157 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 21 Aug 1996 | 24 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 | 1.92 | 2.26 |
Manager | Abhinav Sharma | Vinayak Jayanath |
ISIN Code | INF277K01956 | INF846K01Y05 |
Exits Load | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 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 | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.23% | 2.78% |
6 Month | -16.51% | -13.85% |
1 Year | 2.31% | 6.68% |
3 Year | 9.19% | 9.49% |
5 Year | 22.58% | - |
SIP Return Analysis
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | -7.74% | -8.17% |
1 Year | -16.45% | -11.71% |
3 Year | 8.58% | 12.9% |
5 Year | 12.85% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.97% | 15.38% |
3 Year | 13.84% | 12.82% |
5 Year | 14.38% | - |
Risk Management
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.5% | 13.873% |
Sharp | 0.18% | 0.394% |
Beta | 0.87% | - |
Alpha | -0.47% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Funds Managed | 3 | 18 |
Tata Ethical Fund-Regular Plan - Growth Option | AXIS INNOVATION FUND - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 6.72 | 24.51 |
Large Cap | 42.48 | 39.64 |
Mid Cap | 35.24 | 18.05 |
Small Cap | 15.55 | 17.81 |
Sector Allocation
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
---|---|---|
Others | 6.72 | 6.5 |
Industrials | 15.26 | 13.63 |
Basic Materials | 12.47 | 8.36 |
Energy | 5.98 | 1.67 |
Consumer Defensive | 11.79 | 1.75 |
Healthcare | 15.05 | 7.41 |
Technology | 17.43 | 15.15 |
Consumer Cyclical | 11.39 | 19.5 |
Utilities | 3.91 | 3.36 |
Communication Services | - | 8.09 |
Financial Services | - | 14.58 |
Top Comparisons
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
3Y Returns12.07%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
ICICI Prudential Bond Fund - Growth
3Y Returns7.37%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns5.45%
HSBC Multi Asset Active FOF - Growth
3Y Returns11.23%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns13.39%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.04%
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns10.7%