HSBC Business Cycles Fund - IDCW - Direct Plan

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  • (-0.66%)Nav, as on 18-07-2025

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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 2.80 12.27 5.70 28.21 28.92 15.44
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 5.70 28.21 28.92 1.07 1,153.14
ICICI Prudential India Opportunities Fund - Direct Plan - IDCW Option Jan 15, 2019 8.79 28.61 31.98 0.61 29,462.53
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 4.16 35.21 31.89 0.49 7,199.55
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 -0.77 29.75 30.94 0.72 6,760.92
SBI ESG Exclusionary Strategy Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated 1.71 17.47 19.73 1.33 5,831.87
Aditya Birla Sun Life PSU Equity Fund-Direct - Payout of IDCW Dec 30, 2019 -8.26 36.57 33.30 0.53 5,687.15

Fund Holdings as on 30-June-2025

  • Multi Commodity Exchange of India Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Trent Limited

  • HDFC Bank Limited

  • Treps

  • Power Mech Projects Limited

  • Bharat Electronics Limited

  • Ahluwalia Contracts (India) Limited

  • Power Finance Corporation Limited

  • Swiggy Limited

  • Larsen & Toubro Limited

  • Kotak Mahindra Bank Limited

  • UltraTech Cement Limited

  • Hindustan Aeronautics Limited

  • Kirloskar Pneumatic Co Limited

  • PB Fintech Limited

  • Aditya Birla Real Estate Limited

  • ABB India Limited

  • Blue Star Limited

  • Mangalore Chemicals & Fertilizers Limited

  • State Bank of India

  • BSE Limited

  • Time Technoplast Limited

  • PNB Housing Finance Limited

  • ETERNAL Limited

  • Indian Energy Exchange Limited

  • Amber Enterprises India Limited

  • Gokaldas Exports Limited

  • KEC International Limited

  • TVS Motor Company Limited

  • Indian Hume Pipe Company Limited

  • Motilal Oswal Financial Services Limited

  • GE Vernova T&D India Limited

  • Suzlon Energy Limited

  • Epigral Limited

  • TBO Tek Limited

  • Gujarat Fluorochemicals Limited

  • Devyani International Limited

  • Titan Company Limited

  • Hindalco Industries Limited

  • Bansal Wire Industries Ltd.

  • EIH Limited

  • Brigade Enterprises Limited

  • Indo Count Industries Limited

  • Cholamandalam Investment & Finance Company Limited

  • Sterling and Wilson Renewable Energy Limited

  • NCC Limited

  • Kajaria Ceramics Limited

  • Birla Corporation Limited

  • Mold-Tek Packaging Limited

  • Aegis Logistics Limited

  • Rec Limited

  • Ganesha Ecosphere Limited

  • PNC Infratech Limited

  • Pitti Engineering Ltd.

  • Motherson Sumi Wiring India Limited

  • Amara Raja Energy & Mobility Limited

  • Bank of Baroda

  • IIFL Capital Services Limited

  • PG Electroplast Limited

  • Jyoti CNC Automation 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

  • Construction - Real Estate

  • Electric Equipment

  • Defence

  • Miscellaneous

  • e-Commerce

  • Air Conditioners

  • Finance Term Lending

  • Cement & Construction Materials

  • Plastic Products

  • Textile

  • Chemicals

  • Bank - Public

  • Compressors / Pumps

  • Fintech

  • Fertilizers

  • Finance - Others

  • Steel & Iron Products

  • Finance - Housing

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Travel Services

  • Consumer Food

  • Diamond & Jewellery

  • Metal - Non Ferrous

  • Hotel, Resort & Restaurants

  • Finance - NBFC

  • Ceramics/Marble/Granite/Sanitaryware

  • Logistics

  • Textile - Manmade Fibres

  • Engineering

  • Batteries

  • Consumer Durables - Domestic Appliances

  • Engineering - Industrial Equipments

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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 ₹1,153.14 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 ₹-0.2(-0.66%)yesterday to ₹30.2749.

Among its top 3 holdings the fund has exposure to Multi Commodity Exchange of India 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