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Fund Overview

HSBC Business Cycles Fund (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

44.29

Inception Date

20-08-2014

Category

Equity - Diversified
Invest
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 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
HSBC Business Cycles Fund (G) 16.14 1.35 5.37 28.82 27.78 13.45 14.66
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.05 Lakh

SIP

₹ 10000 Monthly SIP Grown to 1.28 Lakh

Benchmark

1Lakh investment Grown to 1.04 Lakh

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Key Parameters
AUM(₹ Cr.) 1,078
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 5000
Incrimental Investment(₹) 0
Expense Ratio (%) 2.47
Benchmark Nifty 500 TRI
Fund Manager Gautam Bhupal
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.
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
ICICI Bank Equity 5.70
Reliance Industr Equity 5.30
Multi Comm. Exc. Equity 5.24
Trent Equity 5.01
HDFC Bank Equity 4.45
TREPS Reverse Repo 3.34
Power Mech Proj. Equity 2.62
Ahluwalia Contr. Equity 2.48
PB Fintech. Equity 2.44
Bharat Electron Equity 2.41
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
HSBC Business Cycles Fund 1,077.95 5.37 28.82 27.78 14.66 20-Aug-2014 0.9962 5.16
Motilal Oswal Multi Cap Fund 3,843.93 27.01 NA NA 35.67 18-Jun-2024 0.9662 6.91
Motilal Oswal Large Cap Fund 2,327.02 16.17 NA NA 27.18 06-Feb-2024 1.3254 3.90
Sundaram Services Fund 4,161.11 15.04 23.86 26.81 20.72 21-Sep-2018 0.9709 3.90
Invesco India Midcap Fund 6,641.11 14.75 32.33 30.37 17.17 19-Apr-2007 1.1945 4.86
WhiteOak Capital Special Opportunities Fund 943.81 14.51 NA NA 27.76 04-Jun-2024 0.4364 5.37
Motilal Oswal Large and Midcap Fund 10,840.40 13.31 33.21 29.57 23.87 17-Oct-2019 1.1944 5.55
Motilal Oswal Small Cap Fund 4,927.18 13.29 NA NA 25.71 26-Dec-2023 0.8688 5.99
Bandhan Innovation Fund 1,512.00 12.83 NA NA 22.89 30-Apr-2024 0.6806 6.20
Invesco India Large & Mid Cap Fund 7,273.57 12.27 29.59 25.66 13.75 09-Aug-2007 1.1752 4.46
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