HSBC Business Cycles Fund - IDCW - Direct Plan

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  • (-0.61%)Nav, as on 04-07-2025

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek to generate long-term capital appreciation from a 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 ofbusiness cycles in the economy.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
HSBC Business Cycles Fund - Direct IDCW 4.12 16.48 6.55 30.22 29.15 15.50
BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HSBC Business Cycles Fund - Direct IDCW Aug 20, 2014 6.55 30.22 29.15 1.09 1,077.95
ICICI Prudential India Opportunities Fund - Direct Plan - IDCW Option Jan 15, 2019 11.58 30.17 32.28 0.63 28,204.24
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 4.30 36.42 32.41 0.50 6,863.66
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 -0.75 31.42 31.62 0.73 6,588.71
SBI ESG Exclusionary Strategy Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated 2.47 18.44 20.45 1.33 5,715.31
Aditya Birla Sun Life PSU Equity Fund-Direct - Payout of IDCW Dec 30, 2019 -4.97 37.85 33.14 0.53 5,581.82

Fund Holdings as on 31-May-2025

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Multi Commodity Exchange of India Limited

  • Trent Limited

  • HDFC Bank Limited

  • Treps

  • Power Mech Projects Limited

  • Ahluwalia Contracts (India) Limited

  • PB Fintech Limited

  • Bharat Electronics Limited

  • Power Finance Corporation Limited

  • Larsen & Toubro Limited

  • Mangalore Chemicals & Fertilizers Limited

  • Hindustan Aeronautics Limited

  • Kotak Mahindra Bank Limited

  • UltraTech Cement Limited

  • Swiggy Limited

  • Kirloskar Pneumatic Co Limited

  • ABB India Limited

  • Aditya Birla Real Estate Limited

  • State Bank of India

  • Blue Star Limited

  • BSE Limited

  • Gokaldas Exports Limited

  • Indian Energy Exchange Limited

  • PNB Housing Finance Limited

  • Time Technoplast Limited

  • ETERNAL Limited

  • Amber Enterprises India Limited

  • Suzlon Energy Limited

  • Indian Hume Pipe Company Limited

  • TVS Motor Company Limited

  • Epigral Limited

  • KEC International Limited

  • GE Vernova T&D India Limited

  • TBO Tek Limited

  • Gujarat Fluorochemicals Limited

  • Titan Company Limited

  • EIH Limited

  • Brigade Enterprises Limited

  • Hindalco Industries Limited

  • Indo Count Industries Limited

  • Bansal Wire Industries Ltd.

  • Cholamandalam Investment & Finance Company Limited

  • Birla Corporation Limited

  • NCC Limited

  • Aegis Logistics Limited

  • Kajaria Ceramics Limited

  • Sterling and Wilson Renewable Energy Limited

  • Rec Limited

  • HG Infra Engineering Limited

  • Amara Raja Energy & Mobility Limited

  • Jyoti CNC Automation Limited

  • Pitti Engineering Ltd.

  • Motherson Sumi Wiring India Limited

  • PNC Infratech Limited

  • Timken India Limited

  • Bank of Baroda

  • PG Electroplast Limited

  • IIFL Capital Services Limited

  • Ganesha Ecosphere Limited

  • Transformers And Rectifiers (India) Limited

  • Bharat Bijlee Limited

  • Hi-Tech Pipes Limited

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • Engineering - Construction

  • Finance - Stock Broking

  • Refineries

  • Retailing

  • Electric Equipment

  • Defence

  • e-Commerce

  • Construction - Real Estate

  • Miscellaneous

  • Air Conditioners

  • Finance Term Lending

  • Cement & Construction Materials

  • Textile

  • Fintech

  • Chemicals

  • Fertilizers

  • Bank - Public

  • Compressors / Pumps

  • Diversified

  • Finance - Others

  • Steel & Iron Products

  • Power Generation/Distribution

  • Finance - Housing

  • Plastic Products

  • Automobile Two & Three Wheelers

  • Travel Services

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • Metal - Non Ferrous

  • Finance - NBFC

  • Logistics

  • Ceramics/Marble/Granite/Sanitaryware

  • Batteries

  • Engineering - Industrial Equipments

  • Engineering

  • Bearings

  • Consumer Durables - Domestic Appliances

  • Textile - Manmade Fibres

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Most Recent Dividend

  • 27/08/2024

  • 28/08/2023

  • 25/07/2022

  • 26/07/2021

  • 04/10/2019

  • 23/07/2018

  • 17/07/2017

  • Cash

  • Equity

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About HSBC Business Cycles Fund

Scheme Analysis

HSBC Business Cycles Fund is a Equity - Thematic Fund - Other fund and belongs to HSBC Mutual Fund. It was launched on 20-Aug-2014 and currently has an AUM of ₹1,077.95 crore. HSBC Business Cycles Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of HSBC Business Cycles Fund ended down ₹-0.19(-0.61%)yesterday to ₹30.5048.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The HSBC Business Cycles Fund is managed by Gautam Bhupal .

Fund House Contact

9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063

+91 (22) 66145000
+91 (22) 49146033