HSBC Business Cycles Fund - IDCW - Regular Plan

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  • (-0.1%)Nav, as on 12-02-2026

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Fund Overview IDCW | Regular 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 - Regular IDCW 2.52 -0.34 13.17 20.51 17.25 13.18
NIFTY 50 - 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 - Regular IDCW Aug 20, 2014 13.17 20.51 17.25 2.21 1,089.59
ICICI Prudential India Opportunities Fund - IDCW Option Jan 15, 2019 16.86 23.95 23.00 1.57 35,142.92
ICICI Prudential Business Cycle Fund IDCW Jan 18, 2021 20.03 22.81 19.40 1.68 15,808.40
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 20.15 25.92 22.40 1.84 6,315.87
UTI Transportation and Logistics Fund - Regular Plan - IDCW Apr 11, 2004 26.23 25.84 19.54 1.91 3,905.77
TATA Ethical Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option Nov 03, 2003 4.70 11.08 12.15 1.90 3,761.86

Fund Holdings as on 31-January-2026

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Multi Commodity Exchange of India Ltd.

  • HDFC Bank Limited

  • Treps

  • Bharat Electronics Limited

  • Hindustan Aeronautics Limited

  • Larsen & Toubro Limited

  • ICICI Prudential AMC Ltd

  • UltraTech Cement Limited

  • State Bank of India

  • AHLUWALIA CONTRACTS (INDIA) LTD

  • Power Finance Corporation Limited

  • Kotak Mahindra Bank Limited

  • Hindalco Industries Limited

  • SWIGGY LIMITED

  • PB Fintech Limited

  • GE Vernova T&D India Limited

  • TVS Motor Company Limited

  • PARADEEP PHOSPHATES LIMITED

  • Eternal Limited

  • Mtar Technologies Limited

  • PNB Housing Finance Limited

  • BLUE STAR LTD

  • Canara Robeco Mutual Fund

  • Motilal Oswal Financial Services

  • Time Technoplast Limited

  • InterGlobe Aviation Limited

  • Wakefit Innovations Limited

  • TITAGARH RAIL SYSTEMS LIMITED

  • Piramal Finance Ltd

  • INDIAN HUME PIPE COMPANY LIMITED

  • POWER MECH PROJECTS LIMITED

  • KIRLOSKAR PNEUMATIC CO.LTD.

  • ABB India Limited

  • Jyoti Cnc Automation Ltd

  • Sobha Limited

  • Titan Company Limited

  • Tata Motors Commercial Vehicles Limited

  • Amber Enterprises India Limited

  • Aditya Birla Real Estate Limited

  • RBL Bank Limited

  • Pine Labs Limited

  • KEC International Limited

  • TBO Tek Limited

  • MOLD-TEK PAKAGING LIMITED

  • Gokaldas Exports Limited

  • Gujarat Fluorochemicals Limited

  • Cholamandalam Invest & Finance Co Ltd

  • EIH Limited

  • Epigral Limited

  • ELECTRONICS MART INDIA LIMITED

  • Devyani International Limited

  • INDO COUNT INDUSTRIES LIMITED

  • Prudent Corporate Advisory Services Ltd

  • Bansal Wire Industries Limited

  • Bank of Baroda

  • Motherson Sumi Wiring India Limited

  • Kajaria Ceramics Limited

  • Lenskart Solutions Limited

  • Birla Corporation Limited

  • Home First Finance Company India Limited

  • Tata Steel Limited

  • Shadowfax Technologies Limited

  • Amara Raja Batteries Ltd

  • Bharat Bijlee Ltd.

  • Pitti Engineering Limited

  • PNC INFRATECH LIMITED

  • PG Electroplast Limited

  • Vikram Solar Ltd.

  • Ganesha Ecosphere Ltd.

  • Meesho Limited

  • Hi-Tech Pipes Limited

  • TVS Motor Company Limited

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • Engineering - Construction

  • Finance - Stock Broking

  • Defence

  • Refineries

  • Construction - Real Estate

  • Finance - Asset Management

  • e-Commerce

  • Electric Equipment

  • Finance - Housing

  • Miscellaneous

  • Bank - Public

  • Cement & Construction Materials

  • Fintech

  • Air Conditioners

  • Finance Term Lending

  • Metal - Non Ferrous

  • Automobile Two & Three Wheelers

  • Fertilizers

  • Chemicals

  • Engineering - Industrial Equipments

  • Engineering

  • Textile

  • Plastic Products

  • Steel & Iron Products

  • Airlines

  • Household & Personal Products

  • Railways Wagons

  • Compressors / Pumps

  • Diamond & Jewellery

  • Automobiles-Trucks/Lcv

  • Travel Services

  • Packaging

  • Finance - NBFC

  • Hotel, Resort & Restaurants

  • Retailing

  • Consumer Food

  • Finance - Others

  • Auto Ancillary

  • Ceramics/Marble/Granite/Sanitaryware

  • Medical Equipment/Supplies/Accessories

  • Logistics

  • Batteries

  • Consumer Durables - Domestic Appliances

  • Electronics - Components

  • Textile - Manmade Fibres

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Most Recent Dividend

  • 26/08/2025

  • 27/08/2024

  • 28/08/2023

  • 25/07/2022

  • 26/07/2021

  • 04/10/2019

  • 23/07/2018

  • 17/07/2017

  • Cash

  • Equity

  • Preference Shares

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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 ₹1,089.59 crore. HSBC Business Cycles Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of HSBC Business Cycles Fund ended down ₹-0.02(-0.1%)yesterday to ₹24.3698.

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