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) ₹1271 Cr ₹925 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 2.22 2.35
Manager Vinayak Jayanath Venugopal Manghat
ISIN Code INF846K01Y05 INF917K01RF8
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
1 Month 4.28% 2.75%
6 Month 23.15% 25.5%
1 Year 40.26% 53.88%
3 Year 14.13% 26.31%
5 Year - 24.78%

SIP Return Analysis

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 17.36% 24.49%
3 Year 31.54% 54.47%
5 Year 36.29% 97.18%

Rolling Lumpsum Returns

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
1 Year 13.88% 25.98%
3 Year 39.49% 71.34%
5 Year 42.49% 107.95%

Risk Management

Scheme Name AXIS INNOVATION FUND - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
Standard Deviation 13.48% 13.82%
Sharp 0.63% 1.28%
Beta 0.9% 0.96%
Alpha -1.06% 5.23%

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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
Fund Manage 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

Large Cap 36.72 43.45
Mid Cap 30.59 10.07
Small Cap 11.27 43.71
Others 21.37 2.77

Sector Allocation

Scheme Name

AXIS INNOVATION FUND - Regular Plan - Growth Option

HSBC Business Cycles Fund - Regular Growth

Financial 12.69 17.4
Services 23.61 18.75
Energy 7.59 4.53
Chemicals 10.93 2.15
Capital Goods 14.12 15.45
Automobile 5.36 2.06
Healthcare 6.12 -
Technology 10.39 -
Metals & Mining 2.81 5.53
Construction 0.91 17.05
Consumer Staples 1.52 2.06
Insurance 2.07 -
Others 0.99 1.39
Communication 0.84 -
Materials - 7.58
Consumer Discretionary - 4.3
Textiles - 1.75

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