HSBC Business Cycles Fund – Direct Growth

₹ 500
Min SIP
₹ 5,000
Min Lumpsum
1.32 %
Expense Ratio
Rating
770
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 42.8% 21% 18.3% 14.3%
Category Average 39.9% 18.9% 17.1% -

Scheme Allocation

By Holding
By Sector
By Asset
5.81%
5.39%
Others
75.44%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 5.81%
Trent Retail Equity 5.39%
Multi Comm. Exc. Miscellaneous Equity 4.61%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.51%
Ahluwalia Contr. Realty Equity 4.24%
Reliance Industr Refineries Equity 4.17%
HDFC Bank Banks Equity 3.28%
Power Mech Proj. Infrastructure Developers & Operators Equity 3.02%
A B B Capital Goods - Electrical Equipment Equity 3.02%
Aegis Logistics Trading Equity 2.67%
Bharat Electron Aerospace & Defence Equity 2.66%
UltraTech Cem. Cement Equity 2.52%
EIH Hotels & Restaurants Equity 2.26%
K E C Intl. Capital Goods - Electrical Equipment Equity 2.26%
St Bk of India Banks Equity 2.22%
Birla Corpn. Cement Equity 2.09%
Blue Star Consumer Durables Equity 1.98%
Gokaldas Exports Readymade Garments/ Apparells Equity 1.94%
APL Apollo Tubes Steel Equity 1.79%
Kirl.Pneumatic Capital Goods-Non Electrical Equipment Equity 1.61%
Century Textiles Paper Equity 1.6%
Timken India Bearings Equity 1.59%
Ratnamani Metals Steel Equity 1.52%
Gujarat Fluoroch Chemicals Equity 1.52%
Sterling & Wils. Engineering Equity 1.5%
Mahindra Life. Construction Equity 1.5%
Canara Bank Banks Equity 1.47%
PNC Infratech Construction Equity 1.46%
PB Fintech. IT - Software Equity 1.46%
IndusInd Bank Banks Equity 1.44%
Power Fin.Corpn. Finance Equity 1.42%
TVS Motor Co. Automobile Equity 1.39%
Titan Company Diamond, Gems and Jewellery Equity 1.36%
Brigade Enterpr. Realty Equity 1.3%
NCC Construction Equity 1.3%
Indian Hume Pipe Construction Equity 1.27%
AIA Engineering Castings, Forgings & Fastners Equity 1.27%
Kajaria Ceramics Ceramic Products Equity 1.17%
Time Technoplast Plastic products Equity 1.16%
Amber Enterp. Consumer Durables Equity 1.12%
Bank of Baroda Banks Equity 1.03%
Jindal Stain. Steel Equity 1%
Hindalco Inds. Non Ferrous Metals Equity 0.95%
VRL Logistics Logistics Equity 0.92%
Motherson Wiring Auto Ancillaries Equity 0.91%
Sundram Fasten. Auto Ancillaries Equity 0.85%
H.G. Infra Engg. Infrastructure Developers & Operators Equity 0.81%
Cholaman.Inv.&Fn Finance Equity 0.75%
The Ramco Cement Cement Equity 0.7%
Container Corpn. Logistics Equity 0.57%
Mangalore Chem. Fertilizers Equity 0.48%
Construction
16.84%
Banks
15.25%
Industrial Products
8.94%
Consumer Durables
5.63%
Retailing
5.39%
Others
47.95%
View all Sectors
Sectors Asset
Construction 16.84%
Banks 15.25%
Industrial Products 8.94%
Consumer Durables 5.63%
Retailing 5.39%
Cement & Cement Products 5.31%
Electrical Equipments 5.28%
Capital Markets 4.61%
Petroleum Products 4.17%
Realty 2.8%
Gas 2.67%
Aerospace & Defense 2.66%
Leisure Services 2.26%
Finance 2.17%
Textiles & Apparels 1.94%
Auto Components 1.76%
Paper, Forest & Jute Prod 1.6%
Chemicals & Petrochemical 1.52%
Transport Services 1.49%
Financial Technology (Fin 1.46%
Automobiles 1.39%
Debt 1.29%
Industrial Manufacturing 1.27%
Ferrous Metals 1%
Non-Ferrous Metals 0.95%
Fertilisers & Agrochemica 0.48%
Cash & Others -0.13%
Equity
98.84%
Reverse Repos
1.29%
Net Curr Ass/Net Receivables
-0.13%
Others
0%

Advance Ratio

4.28
Alpha
3.87
SD
0.94
Beta
1.15
Sharpe

Exit Load

Exit Load 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.

Fund Objective

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.

Fund Managers

Venugopal Manghat - Equity - Co-head of equities

Currently serving as the co-head of equities at L&T Mutual Fund, Mr Venugopal Manghat has a total experience of over 27 years in the Indian equity market. He has experience in three areas of investment management – dealing, research and fund management. He manages an AUM of around INR 33,628 crore, and his portfolio includes L&T Equity Savings Fund, L&T India Value Fund, L&T Equity Fund, L&T Tax Advantage Fund, and many others. Before joining L&T Mutual Fund, Mr Manghat was the Co-head of Equities at Tata Asset Management, where he worked for more than 16 years.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HSBC Mutual Fund
AUM:
1,02,162 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

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Frequently Asked Questions

How to invest in HSBC Business Cycles Fund – Direct Growth ?

You can invest in HSBC Business Cycles Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC Business Cycles Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of HSBC Business Cycles Fund – Direct Growth ?

The NAV of HSBC Business Cycles Fund – Direct Growth is ₹35.9 as of 18 March 2024.

How to redeem HSBC Business Cycles Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HSBC Business Cycles Fund – Direct Growth?

The minimum SIP amount of HSBC Business Cycles Fund – Direct Growth is ₹500

What are the top sectors HSBC Business Cycles Fund – Direct Growth has invested in?

The top sectors HSBC Business Cycles Fund – Direct Growth has invested in are
  1. Construction - 16.84%
  2. Banks - 15.25%
  3. Industrial Products - 8.94%
  4. Consumer Durables - 5.63%
  5. Retailing - 5.39%

Can I make investments in both the SIP and Lump Sum schemes of HSBC Business Cycles Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of HSBC Business Cycles Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have HSBC Business Cycles Fund – Direct Growth generated ?

The HSBC Business Cycles Fund – Direct Growth has delivered 14.3% since inception

What is the expense ratio of HSBC Business Cycles Fund – Direct Growth ?

The expense ratio of HSBC Business Cycles Fund – Direct Growth is 1.32 % as of 18 March 2024.

What is the AUM of HSBC Business Cycles Fund – Direct Growth?

The AUM of HSBC Business Cycles Fund – Direct Growth is ₹1,02,162 Cr as of 18 March 2024

What are the top stock holdings of HSBC Business Cycles Fund – Direct Growth?

The top stock holdings of HSBC Business Cycles Fund – Direct Growth are
  1. ICICI Bank - 5.81%
  2. Trent - 5.39%
  3. Multi Comm. Exc. - 4.61%
  4. Larsen & Toubro - 4.51%
  5. Ahluwalia Contr. - 4.24%

How can I redeem my investments in HSBC Business Cycles Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Business Cycles Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now