HSBC Business Cycles Fund

Equity | Sectoral / Thematic Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹5,000 1.44 % 0★ ₹566 8 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹5,000 1.44 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹566 Cr 8 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 07 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 11.0% 19.1% 8.8% 12.5%
Category Average 8.2% 19.2% 13.0% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
8.97%
HDFC Bank
6.13%
Ratnamani Metals
3.99%
St Bk of India
3.94%
Larsen & Toubro
3.92%
Others
73.05%
Banks
22.12%
Industrial Products
11.04%
Construction & Others
10.62%
Cement
6.53%
Consumer Durables
6.34%
Others
43.35%
Equity
98.99%
Reverse Repos
1.89%
Net Curr Ass/Net Receivables
-0.88%

Fund House Details

HSBC Mutual Fund

HSBC Business Cycles Fund

Fund Manager
Venugopal Manghat

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.

Advance Ratio

0.02 1.17 0.91 0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

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

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"
The HSBC Business Cycles Fund has delivered 12.5% since inception
The NAV of HSBC Business Cycles Fund is ₹26.5 as of 07 December 2022.
The expense ratio of HSBC Business Cycles Fund is 1.44 % as of 07 December 2022.
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”.
Invest Now