Axis Special Situations Fund vs HSBC Business Cycles Fund compare
AXIS INNOVATION FUND - Regular Plan - Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1157 Cr | ₹995 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 24 Dec 2020 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY 500 TRI |
Turn Over | 18% | 28% |
Expense Ratio | 2.26 | 2.28 |
Manager | Vinayak Jayanath | Venugopal Manghat |
ISIN Code | INF846K01Y05 | INF917K01RF8 |
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 | HSBC Business Cycles 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 | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 3.21% | 9.77% |
6 Month | -12.08% | -11.28% |
1 Year | 5.95% | 11.82% |
3 Year | 10.12% | 19.69% |
5 Year | - | 27.71% |
SIP Return Analysis
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -8.85% | -4.71% |
1 Year | -18.5% | -12.99% |
3 Year | 9.68% | 17.49% |
5 Year | - | 19.83% |
Rolling Lumpsum Returns
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 15.38% | 12.53% |
3 Year | 12.82% | 12.41% |
5 Year | - | 10.07% |
Risk Management
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.873% | 16.92% |
Sharp | 0.394% | 0.627% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Vinayak Jayanath | Venugopal Manghat |
Total AUM | ₹0 Cr | ₹41442 Cr |
Funds Managed | 18 | 7 |
AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 24.51 | 3.21 |
Large Cap | 39.64 | 41.17 |
Small Cap | 17.81 | 44.38 |
Mid Cap | 18.05 | 11.24 |
Sector Allocation
Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 6.5 | 4.33 |
Industrials | 13.63 | 28.03 |
Energy | 1.67 | 6.42 |
Consumer Cyclical | 19.5 | 16.85 |
Communication Services | 8.09 | - |
Technology | 15.15 | 1.43 |
Financial Services | 14.58 | 29.12 |
Healthcare | 7.41 | - |
Basic Materials | 8.36 | 12.59 |
Consumer Defensive | 1.75 | - |
Utilities | 3.36 | - |
Real Estate | - | 1.22 |
Top Comparisons
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns12.84%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns12.84%
Kotak Debt Hybrid - Growth
3Y Returns10.36%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns9.36%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.81%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.81%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns8.08%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns12.18%