HSBC Business Cycles Fund
500
Min SIP
5,000
Min Lumpsum
1.39 %
Expense Ratio
Rating
566
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 21.7% | 32.4% | 10.9% | 12.5% | ||||
| Category Average | 12.7% | 26.6% | 12.4% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
Reliance Industr
St Bk of India
Larsen & Toubro
Others
Advance Ratio
0.31
Alpha
4.68
SD
1
Beta
0.51
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. |
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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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,373
-
30.4%Fund Size - 2,373
-
44.8%Fund Size - 2,373
-
16.7%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
-
- 293
-
-3%Fund Size - 293
-
5%Fund Size - 293
-
2.5%Fund Size - 293
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
0.5%Fund Size - 9,940
-
39.4%Fund Size - 9,940
-
21.2%Fund Size - 9,940
-
- Equity .
- Sectoral / Thematic .
-
- 1,241
-
24.3%Fund Size - 1,241
-
36.8%Fund Size - 1,241
-
14.7%Fund Size - 1,241
-
- Equity .
- Sectoral / Thematic .
-
- 95
-
17.1%Fund Size - 95
-
33.1%Fund Size - 95
-
13.3%Fund Size - 95
AMC Contact Details
HSBC Mutual Fund
AUM:
12,789 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
Frequently Asked Questions
How to invest in HSBC Business Cycles Fund ?
You can invest in HSBC Business Cycles Fund 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 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 ?
The NAV of HSBC Business Cycles Fund is ₹28.1 as of 31 May 2023.
How to redeem HSBC Business Cycles Fund 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?
The minimum SIP amount of HSBC Business Cycles Fund is ₹500
What are the top sectors HSBC Business Cycles Fund has invested in??
The top sectors HSBC Business Cycles Fund has invested in are
- HDFC Bank - 6.92%
- ICICI Bank - 6.89%
- Reliance Industr - 4.7%
- St Bk of India - 4.59%
- Larsen & Toubro - 4.58%
How much returns have HSBC Business Cycles Fund generated ?
The HSBC Business Cycles Fund has delivered 12.5% since inception
What is the expense ratio of HSBC Business Cycles Fund ?
The expense ratio of HSBC Business Cycles Fund is 1.39 % as of 31 May 2023.
What is the AUM of HSBC Business Cycles Fund?
The AUM of HSBC Business Cycles Fund is ₹12,789 Cr as of 31 May 2023
What are the top stock holdings of HSBC Business Cycles Fund?
The top stock holdings of HSBC Business Cycles Fund are
- HDFC Bank - 6.92%
- ICICI Bank - 6.89%
- Reliance Industr - 4.7%
- St Bk of India - 4.59%
- Larsen & Toubro - 4.58%