13 Jan, EOD - Indian

Nifty Next 50 68522 (-0.26)

Nifty Smallcap 100 17295.8 (0.60)

Nifty Midcap 100 59597.8 (-0.20)

Nifty Pharma 22562.3 (-0.47)

Nifty 50 25732.3 (-0.22)

Nifty Bank 59578.8 (0.22)

Nifty IT 38236.55 (0.65)

SENSEX 83627.69 (-0.30)

13 Jan, EOD - Global

NIKKEI 225 53549.16 (3.10)

HANG SENG 26848.48 (0.90)

S&P 6997.71 (0.15)

Login/Signup
Careers

Fund Overview

HSBC Business Cycles Fund (G)

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

Nav (₹)

40.93

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
img
Performance
Scheme Name 3 Months (%) 6 Months (%) YTD (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
HSBC Business Cycles Fund (G) -4.33 -6.21 -2.48 0.80 19.42 18.37 13.65 13.15
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.01 Lakh

10,000 investment Grown to 1.20 Lakh

1Lakh investment Grown to 1.12 Lakh

img
Key Parameters
AUM(₹ Cr.) 1,137
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 31 12 25 )
Company Asset No.of shares Value (₹ in Cr)
Multi Comm. Exc. Equity 60600 67.48
Reliance Industr Equity 401700 63.08
ICICI Bank Equity 425000 57.07
HDFC Bank Equity 493600 48.93
Hind.Aeronautics Equity 63800 28.00
Larsen & Toubro Equity 66500 27.16
Ahluwalia Contr. Equity 274908 26.96
Bharat Electron Equity 674300 26.95
Swiggy Equity 637500 24.62
Kotak Mah. Bank Equity 110300 24.28
UltraTech Cem. Equity 19600 23.10
SBI Equity 228800 22.47
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 1,137.31 0.80 19.42 18.37 13.15 20-Aug-2014 0.8624 4.78
Quant BFSI Fund 768.69 27.92 NA NA 29.33 20-Jun-2023 1.2553 4.87
HDFC Defence Fund 7,390.95 18.24 NA NA 39.28 02-Jun-2023 1.0621 8.83
ICICI Pru Focused Equity Fund 14,568.53 17.93 23.19 20.18 14.64 28-May-2009 1.3142 3.55
ICICI Pru Commodities Fund 3,408.52 17.32 16.65 23.30 27.03 15-Oct-2019 0.7902 4.27
ICICI Pru Retirement Fund - Pure Equity 1,642.46 16.28 24.34 21.79 19.33 27-Feb-2019 1.2232 4.17
Invesco India PSU Equity Fund 1,448.71 16.22 29.19 26.50 12.45 27-Nov-2009 1.0089 6.38
SBI PSU Fund 5,816.55 16.14 28.51 27.88 8.18 07-Jul-2010 1.0076 6.24
ICICI Pru Business Cycle Fund 15,958.05 15.77 21.85 NA 20.66 18-Jan-2021 1.3655 3.28
SBI Focused Fund 43,173.02 15.50 18.37 15.95 18.51 11-Oct-2004 1.1263 3.03
1 2 3  Next