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Fund Overview

HSBC Business Cycles Fund (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

40.72

Inception Date

20-08-2014

Category

Equity - Diversified
Investment Objectives

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly 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.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
HSBC Business Cycles Fund (G) 9.15 -2.98 12.49 26.23 29.38 13.37 13.97
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.12 Lakh

10,000 investment Grown to 1.19 Lakh

1Lakh investment Grown to 1.11 Lakh

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Key Parameters
AUM(₹ Cr.) 998
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 5000
Expense Ratio (%) 2.47
Benchmark Nifty 500 TRI
Fund Manager Venugopal Manghat
Exit If the units redeemed or switched out are upto 10% of the units purchased or switched in ("the limit") within 1 year from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.
Incrimental Invest(₹) 0
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 30 04 25 )
Company Asset No.of shares Value (₹ in Cr)
ICICI Bank Equity 425000 60.65
Reliance Industr Equity 401700 56.44
Multi Comm. Exc. Equity 85600 52.46
Trent Equity 95680 49.49
HDFC Bank Equity 246800 47.51
Power Fin.Corpn. Equity 603200 24.57
Kotak Mah. Bank Equity 110300 24.36
PB Fintech. Equity 149200 24.25
Power Mech Proj. Equity 90800 23.78
Ahluwalia Contr. Equity 274908 23.32
Mangalore Chem. Equity 1020800 22.91
UltraTech Cem. Equity 19600 22.82
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
HSBC Business Cycles Fund 997.92 12.49 26.23 29.38 13.97 20-Aug-2014 0.8039 5.16
Motilal Oswal Large Cap Fund 2,149.71 29.31 NA NA 26.96 06-Feb-2024 1.2678 4.05
Invesco India Midcap Fund 6,046.97 20.84 28.93 30.91 16.64 19-Apr-2007 0.9553 4.89
Edelweiss Mid Cap Fund 9,241.96 20.28 28.65 33.80 13.68 27-Dec-2007 0.9631 4.90
Motilal Oswal Midcap Fund 27,780.18 20.28 32.55 38.51 22.61 24-Feb-2014 1.0433 5.41
Sundaram Services Fund 3,998.33 20.22 21.88 28.37 20.06 21-Sep-2018 0.7985 3.95
Motilal Oswal Flexi Cap Fund 12,418.46 19.98 26.36 23.82 17.57 28-Apr-2014 0.8919 4.68
Bandhan Innovation Fund 1,434.07 19.98 NA NA 17.57 30-Apr-2024 0.4991 6.38
Bandhan Financial Services Fund 1,008.34 19.26 NA NA 22.29 28-Jul-2023 1.0722 3.93
HDFC Flexi Cap Fund 74,105.46 19.24 27.13 32.23 18.94 01-Jan-1995 1.2646 3.64
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