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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) | ₹1196 Cr | ₹1137 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 | -4.83% | -5.08% |
| 6 Month | -3.31% | -10.71% |
| 1 Year | 3.54% | 0.08% |
| 3 Year | 16.79% | 18.09% |
| 5 Year | 12.03% | 17.43% |
SIP Return Analysis
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.84% | -3.74% |
| 1 Year | 6.13% | -0.41% |
| 3 Year | 12.01% | 11.49% |
| 5 Year | 11.97% | 15.45% |
Rolling Lumpsum Returns
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.01% | 10.53% |
| 3 Year | 14.19% | 14.58% |
| 5 Year | 13.54% | 11.2% |
Risk Management
| Scheme Name | AXIS INNOVATION FUND - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.48% | 13.82% |
| Sharp | 1.01% | 0.86% |
| Beta | 0.77% | 1.14% |
| Alpha | 3.06% | 1.91% |
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 | 40.21 | 16.31 |
| Large Cap | 22.62 | 41.88 |
| Small Cap | 20.21 | 33.47 |
| Mid Cap | 16.95 | 8.34 |
Sector Allocation
| Scheme Name |
AXIS INNOVATION FUND - Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 3.17 | 2.71 |
| Industrials | 11.77 | 27.45 |
| Technology | 17.95 | 1.69 |
| Consumer Cyclical | 24.55 | 17.74 |
| Communication Services | 11.08 | - |
| Financial Services | 10.86 | 33.15 |
| Healthcare | 9.61 | 0.55 |
| Real Estate | 0.67 | 2.34 |
| Basic Materials | 9.21 | 8.81 |
| Utilities | 1.15 | - |
| Consumer Defensive | 0 | - |
| Energy | - | 5.55 |
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