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) | ₹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 |
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