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Fund Overview

HSBC Business Cycles Fund (G)

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

Nav (₹)

42.69

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) 6.57 7.80 5.95 22.22 25.96 12.63 14.15
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.06 Lakh

10,000 investment Grown to 1.24 Lakh

1Lakh investment Grown to 1.02 Lakh

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Key Parameters
AUM(₹ Cr.) 1,153
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 5000
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.
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 06 25 )
Company Asset No.of shares Value (₹ in Cr)
Multi Comm. Exc. Equity 71100 63.59
ICICI Bank Equity 425000 61.45
Reliance Industr Equity 401700 60.28
Trent Equity 95680 59.49
HDFC Bank Equity 246800 49.40
Power Mech Proj. Equity 90800 30.47
Bharat Electron Equity 674300 28.42
Ahluwalia Contr. Equity 274908 27.93
Power Fin.Corpn. Equity 603200 25.78
Swiggy Equity 637500 25.53
Larsen & Toubro Equity 66500 24.40
Kotak Mah. Bank Equity 110300 23.86
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 1,153.14 5.95 22.22 25.96 14.15 20-Aug-2014 1.2323 5.03
Motilal Oswal Multi Cap Fund 3,991.40 26.08 NA NA 31.55 18-Jun-2024 0.9997 6.59
Invesco India Midcap Fund 7,405.92 17.07 27.88 28.85 17.04 19-Apr-2007 1.4844 4.74
Motilal Oswal Large Cap Fund 2,533.92 15.83 NA NA 23.63 06-Feb-2024 1.4549 3.79
Invesco India Large & Mid Cap Fund 7,886.66 14.74 25.20 24.42 13.65 09-Aug-2007 1.4521 4.37
Helios Financial Services Fund 187.55 14.36 NA NA 11.67 24-Jun-2024 0.6246 4.19
WhiteOak Capital Special Opportunities Fund 1,041.66 13.81 NA NA 23.44 04-Jun-2024 0.6341 5.21
Motilal Oswal Large and Midcap Fund 11,816.30 13.57 28.11 28.65 23.13 17-Oct-2019 1.3875 5.37
Bandhan Financial Services Fund 1,085.82 12.21 NA NA 19.87 28-Jul-2023 1.2496 3.78
Motilal Oswal Flexi Cap Fund 13,893.76 11.95 24.20 19.72 17.59 28-Apr-2014 1.3099 4.55
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