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) ₹1206 Cr ₹1161 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 -0.63% -2.68%
6 Month 3.71% -2.96%
1 Year 0.16% -6.75%
3 Year 16.21% 18.84%
5 Year - 20.43%

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
6 Month 1.35% -2.37%
1 Year 12.58% 4.79%
3 Year 14.95% 14.5%
5 Year - 16.99%

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
1 Year 11.7% 10.82%
3 Year 13.34% 14.36%
5 Year - 11.07%

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
Standard Deviation 11.53% 16.69%
Sharp 0.86% 0.77%
Beta 0.77% 1.12%
Alpha 3.03% 2.91%

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 30.65 7.92
Large Cap 32.33 42.84
Small Cap 20.65 40.94
Mid Cap 16.37 8.29

Sector Allocation

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

HSBC Business Cycles Fund - Regular Growth

Others 3.9 6.7
Industrials 14.35 28.07
Technology 11.97 0.82
Energy 1.57 5.14
Consumer Cyclical 20.35 19.15
Communication Services 9.45 -
Financial Services 13.04 29.01
Healthcare 8.44 -
Real Estate 1.51 1.15
Basic Materials 10.21 9.97
Consumer Defensive 0.68 -
Utilities 4.54 -

Top Comparisons

HDFC Overnight Fund - Growth Option HDFC Overnight Fund - Growth Option

3Y Returns6.29%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns6.33%

Compare Now

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.55%

Compare Now

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns16.91%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns14.59%

Compare Now

BANDHAN Nifty 50 Index Fund - Regular Plan - Growth BANDHAN Nifty 50 Index Fund - Regular Plan - Growth

3Y Returns12.38%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns15.95%

Compare Now
Add to Cart Successfully