Axis Special Situations Fund vs HSBC Business Cycles Fund compare

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

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tortoise-icon HSBC Business Cycles Fund - Regular 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 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) ₹1226 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 2.21 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 -5.35% -10.5%
6 Month -1.34% -6.53%
1 Year 21.08% 17.18%
3 Year 11.03% 18.86%
5 Year - 19.34%

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 14.53% 17.26%
3 Year 20.8% 29.63%
5 Year - 27.58%

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
1 Year 13.67% 11.86%
3 Year 13.7% 11.87%
5 Year - 9.57%

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
Standard Deviation 13.48% 13.82%
Sharp 0.63% 1.28%
Beta 0.9% 0.96%
Alpha -1.06% 5.23%

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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
Fund Manage 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 21.37 3.65
Large Cap 36.72 38.95
Small Cap 11.27 45.58
Mid Cap 30.59 11.82

Sector Allocation

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

HSBC Business Cycles Fund - Regular Growth

Others 0.99 3.65
Services 23.61 -
Energy 7.59 -
Capital Goods 14.12 -
Financial 12.69 -
Technology 10.39 -
Construction 0.91 13.2
Insurance 2.07 -
Healthcare 6.12 -
Automobile 5.36 -
Chemicals 10.93 -
Consumer Staples 1.52 -
Metals & Mining 2.81 -
Communication 0.84 -
Petroleum Products - 3.41
Finance - 5.34
Capital Markets - 9.22
Banks - 10.83
Non - Ferrous Metals - 0.84
Electrical Equipment - 5.26
Paper, Forest & Jute Products - 2.12
Aerospace & Defense - 4.02
Chemicals & Petrochemicals - 2.67
Industrial Products - 6.38
Auto Components - 1.89
Gas - 2.29
Consumer Durables - 5.85
Ferrous Metals - 0.82
Leisure Services - 1.06
Industrial Manufacturing - 1.92
Cement & Cement Products - 2.84
Financial Technology (Fintech) - 3.04
Textiles & Apparels - 2.92
Automobiles - 1.14
Fertilizers & Agrochemicals - 1.51
Realty - 1.2
Retailing - 6.58

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