Axis Special Situations Fund vs HSBC Business Cycles Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Business Cycles Fund - Regular Growth

Invest Now

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) ₹1271 Cr ₹925 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 2.22 2.35
Manager Vinayak Jayanath Venugopal Manghat
ISIN Code INF846K01Y05 INF917K01RF8
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
1 Month -2.75% -2.88%
6 Month 7.84% 7.14%
1 Year 32.23% 41.71%
3 Year 9.95% 21.9%
5 Year - 22.42%

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2.77
Large Cap 36.72 43.45
Small Cap 11.27 43.71
Mid Cap 30.59 10.07

Sector Allocation

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

HSBC Business Cycles Fund - Regular Growth

Others 0.99 1.39
Services 23.61 18.75
Energy 7.59 4.53
Capital Goods 14.12 15.45
Financial 12.69 17.4
Technology 10.39 -
Construction 0.91 17.05
Insurance 2.07 -
Healthcare 6.12 -
Automobile 5.36 2.06
Chemicals 10.93 2.15
Consumer Staples 1.52 2.06
Metals & Mining 2.81 5.53
Communication 0.84 -
Materials - 7.58
Consumer Discretionary - 4.3
Textiles - 1.75

Top Comparisons

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns5.81%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns5.7%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns6.45%

VS

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns6.03%

Compare Now

Bandhan Financial Services Fund - Regular (G) Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

VS

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns8.99%

Compare Now

ICICI Prudential Dividend Yield Equity Fund Growth Option ICICI Prudential Dividend Yield Equity Fund Growth Option

3Y Returns23.89%

VS

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns15.17%

Compare Now
Request call back
Add to Cart Successfully