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) | ₹1179 Cr | ₹1092 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 | 0.21% | -0.3% |
6 Month | 17.77% | 12.8% |
1 Year | -0.88% | -4.41% |
3 Year | 18.15% | 21.59% |
5 Year | - | 24.22% |
SIP Return Analysis
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 3.95% | 0.44% |
1 Year | 15.07% | 10.04% |
3 Year | 17.15% | 18.53% |
5 Year | - | 19.45% |
Rolling Lumpsum Returns
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 11.7% | 11.26% |
3 Year | 13.34% | 13.82% |
5 Year | - | 10.88% |
Risk Management
Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.46% | 16.59% |
Sharp | 0.84% | 0.84% |
Beta | 0.76% | 1.11% |
Alpha | 2.40% | 3.18% |
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 | 26.12 | 6.34 |
Large Cap | 36.23 | 45.23 |
Small Cap | 19.61 | 40.15 |
Mid Cap | 18.03 | 8.28 |
Sector Allocation
Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 2.04 | 6.34 |
Industrials | 13.05 | 26.52 |
Healthcare | 9 | - |
Energy | 2.24 | 5.58 |
Consumer Cyclical | 20.93 | 22.43 |
Communication Services | 7.81 | - |
Technology | 13.89 | 0.94 |
Financial Services | 15.95 | 26.7 |
Basic Materials | 8.92 | 10.78 |
Consumer Defensive | 1.82 | - |
Utilities | 4.36 | - |
Real Estate | - | 0.72 |
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