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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) ₹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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