L&T Business Cycle Fund - IDCW - Direct Plan

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  • Net Change on 02-12-2022

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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 2.22 2.00 10.74 18.70 8.59 12.32
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 3.26 7.12 8.96 16.84 15.20 13.65

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 10.74 18.70 8.59 1.44 566.86
SBI Magnum Equity ESG Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 2.21 15.83 13.80 1.34 4,696.27
TATA Ethical Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option Jan 01, 2013 4.38 23.20 13.93 0.94 1,463.48
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 2.78 20.37 11.25 1.83 679.08
Aditya Birla Sun Life Manufacturing Equity Fund - Direct - IDCW Feb 03, 2015 3.96 16.50 7.78 1.52 673.34
SBI PSU Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 31.20 17.22 6.14 1.45 470.03

Fund Holdings as on 31-October-2022

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Ratnamani Metals & Tubes Limited

  • State Bank of India

  • Larsen & Toubro Limited

  • Reliance Industries Limited

  • Schaeffler India Limited

  • Timken India Limited

  • ABB India Limited

  • Trent Limited

  • Gujarat Fluorochemicals Limited

  • KNR Constructions Limited

  • Aegis Logistics Limited

  • UltraTech Cement Limited

  • Carborundum Universal Limited

  • Maruti Suzuki India Limited

  • Ahluwalia Contracts India Limited

  • EIH Limited

  • Container Corporation of India Limited

  • (a) Tri Party Repo Dealing System (TREPS)

  • The Ramco Cements Limited

  • Mahindra & Mahindra Limited

  • Kotak Mahindra Bank Limited

  • Birla Corporation Limited

  • Canara Bank

  • Century Plyboards (India) Limited

  • Power Mech Projects Limited

  • Titan Company Limited

  • Godrej Properties Limited

  • Kajaria Ceramics Limited

  • Blue Star Limited

  • Sundram Fasteners Limited

  • AIA Engineering Limited

  • Housing Development Finance Corporation Limited

  • Thermax Limited

  • PI Industries Limited

  • Deepak Nitrite Limited

  • Jindal Steel & Power Limited

  • Hindalco Industries Limited

  • Indian Hume Pipe Company Limited

  • Mahindra Lifespace Developers Limited

  • Greenpanel Industries Limited

  • Shree Cements Limited

  • Hindustan Petroleum Corporation Limited

  • Avenue Supermarts Limited

  • Tata Motors Limited

  • Cholamandalam Investment and Finance Company Limited

  • Honeywell Automation India Limited

  • PNC Infratech Limited

  • Nitin Spinners Limited

  • VRL Logistics Limited

  • (b) Net Receivables/(Payables)

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  • Bank - Private

  • Engineering - Construction

  • Bearings

  • Bank - Public

  • Cement & Construction Materials

  • Logistics

  • Refineries

  • Construction - Real Estate

  • Steel & Iron Products

  • Chemicals

  • Automobiles - Passenger Cars

  • Retailing

  • Electric Equipment

  • Engineering - Industrial Equipments

  • Wood & Wood Products

  • Abrasives

  • Hotel, Resort & Restaurants

  • Diversified

  • Diamond & Jewellery

  • Ceramics/Marble/Granite/Sanitaryware

  • Air Conditioners

  • Fasteners

  • Finance - Housing

  • Pesticides & Agrochemicals

  • Steel/Sponge Iron/Pig Iron

  • Metal - Non Ferrous

  • Miscellaneous

  • Automobiles-Trucks/Lcv

  • Finance - NBFC

  • Consumer Durables - Electronics

  • Textile - Spinning

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Fund Manager

  • Education:PGDM(IIM), B.Com
  • Experience:7 Years
  • Basic Details:Mr. Ankur Arora has more than 7 years of experience in equity market, spread between research and portfolio management. Prior to joining IDFC, he was working with ING Investments Management (India) Pvt. Ltd. as Portfolio Manager - Equities. Prior to that he has worked with Macquarie Capital Securities, Evalueserve.com Pvt Ltd. and UTI Asset Management Co. Pvt. Ltd.
  • Funds Managed:
  • HSBC Focused Fund
  • HSBC Focused Fund
  • HSBC Large Cap Fund
  • HSBC Business Cycles Fund

Most Recent Dividend

  • 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 ₹566.86 crore. HSBC Business Cycles Fund is benchmarked against NIFTY 500 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of HSBC Business Cycles Fund ended up ₹0.02(0.1%)yesterday to ₹19.1782.

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

The HSBC Business Cycles Fund is managed by Venugopal Manghat and Ankur Arora.

Fund House Contact

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

+91 (22) 66145000
hsbcmf@hsbc.co.in
+91 (22) 49146033