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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) ₹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 - -

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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
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

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