HSBC Business Cycles Fund - Regular Growth
Category: Equity: Thematic-Others
Launch Date: 20-08-2014
AUM:
₹ 96.74 Cr
Expense Ratio
2.26%
Benchmark
NIFTY 500 TRI
ISIN
INF917K01RF8
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Asset Class
Status
Open Ended Schemes
Fund Manager
Venugopal Manghat, Gautam Bhupal, Sonal Gupta
NAV as on 08-05-2025
39.3751
-0.38 (-0.9727%)
Overview
Investment Objective
The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Asset Allocation
Equity
97.23%
Debt
0.00%
Others
2.77%
Indicators
| Volatility | 13.82 |
| Sharp Ratio | 0.81 |
| Alpha | 3.91 |
| Beta | 1.1 |
| Yield to Maturity | - |
| Average Maturity | - |
-
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If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) | Since Launch (%) |
|---|---|---|---|---|
| HSBC Business Cycles Fund - Regular Growth | 7.12 | 22.39 | 28.13 | 13.63 |
| NIFTY 500 TRI | 6.52 | 16.68 | 24.9 | 12.38 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.48 |
| Capital Goods | 17.77 |
| Construction | 11.67 |
| Consumer Durables | 6.59 |
| Oil, Gas & Consumable Fuels | 6.32 |
| Consumer Services | 6.23 |
| Chemicals | 4.45 |
| Construction Materials | 2.95 |
| N/A | 2.77 |
| Textiles | 2.71 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.92 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.29 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 5.27 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 5.18 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.66 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.11 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.95 |
| Treps | 2.83 |
| BLUE STAR LIMITED EQ NEW FV RS.2/- | 2.65 |
| POWER FINANCE CORPORATION LTD. EQ | 2.58 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 7.12 | 22.39 | 28.13 | 12.93 |
| Sundaram Services Reg Gr | 21-09-2018 | 17.19 | 19.39 | 28.01 | 0.0 |
| Bandhan Innovation Fund Reg Gr | 30-04-2024 | 15.57 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 13.87 | 21.2 | 27.93 | 14.01 |
| ICICI Prudential Innovation Fund Gr | 05-04-2023 | 13.33 | 0.0 | 0.0 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 12.58 | 24.38 | 34.17 | 0.0 |
| HDFC Defence Fund Gr | 02-06-2023 | 12.21 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 11.4 | 0.0 | 0.0 | 0.0 |
| Kotak Pioneer Fund Reg Gr | 31-10-2019 | 11.0 | 19.81 | 27.66 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 9.75 | 22.84 | 0.0 | 0.0 |