Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹1184 Cr ₹1124 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 -0.7% -3.23%
6 Month 9.43% 16.36%
1 Year 4.23% 3.38%
3 Year 13.9% 21.02%
5 Year - 25.75%

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
6 Month 5.4% 4.12%
1 Year 6.19% 5.12%
3 Year 16.18% 19.9%
5 Year - 20.57%

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
1 Year 12.49% 11.61%
3 Year 12.87% 13.53%
5 Year - 10.79%

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
Standard Deviation 12.03% 16.64%
Sharp 0.72% 0.94%
Beta 0.78% 1.10%
Alpha 0.65% 4.32%

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 24.73 6.3
Large Cap 37.5 44.3
Small Cap 19.34 40.04
Mid Cap 18.42 9.36

Sector Allocation

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

HSBC Business Cycles Fund - Regular Growth

Others 2.43 6.3
Industrials 12.66 25.75
Healthcare 9.42 -
Energy 3.01 5.58
Consumer Cyclical 19.52 21
Communication Services 7.5 -
Technology 14.03 1.13
Financial Services 16.24 28.61
Basic Materials 8.84 10.87
Consumer Defensive 1.76 -
Utilities 4.58 -
Real Estate - 0.76

Top Comparisons

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns7%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns7%

Compare Now

Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth

3Y Returns9.52%

VS

Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth

3Y Returns9.52%

Compare Now

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns15.74%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns17.44%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns16.61%

VS

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns21.47%

Compare Now
Add to Cart Successfully