HSBC Business Cycles Fund - IDCW - Regular Plan

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  • (-0.46%)Nav, as on 31-10-2025

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  • Net Change on 31-10-2025

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  • Assets (Cr.)

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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 3.12 -0.04 0.69 21.48 24.75 13.80
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 0.69 21.48 24.75 2.22 1,117.47
ICICI Prudential India Opportunities Fund - IDCW Option Jan 15, 2019 8.96 23.00 31.72 1.58 30,802.31
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 7.73 30.67 28.18 1.75 7,766.16
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 6.30 26.02 29.93 1.82 6,607.50
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 Unrated 4.75 14.49 18.08 1.94 5,613.26
Aditya Birla Sun Life PSU Equity Fund-Regular - Payout of IDCW Dec 30, 2019 3.25 28.64 33.89 1.80 5,532.51

Fund Holdings as on 30-September-2025

  • Treps

  • ICICI Bank Limited

  • Multi Commodity Exchange of India Limited

  • Reliance Industries Limited

  • HDFC Bank Limited

  • Trent Limited

  • Hindustan Aeronautics Limited

  • Ahluwalia Contracts (India) Limited

  • Bharat Electronics Limited

  • Swiggy Limited

  • Power Finance Corporation Limited

  • Power Mech Projects Limited

  • Larsen & Toubro Limited

  • UltraTech Cement Limited

  • Mangalore Chemicals & Fertilizers Limited

  • Kotak Mahindra Bank Limited

  • ETERNAL Limited

  • PB Fintech Limited

  • State Bank of India

  • Kirloskar Pneumatic Co Limited

  • GE Vernova T&D India Limited

  • Time Technoplast Limited

  • TVS Motor Company Limited

  • ABB India Limited

  • Blue Star Limited

  • Amber Enterprises India Limited

  • Aditya Birla Real Estate Limited

  • Motilal Oswal Financial Services Limited

  • TBO Tek Limited

  • KEC International Limited

  • PNB Housing Finance Limited

  • Mold-Tek Packaging Limited

  • Jyoti CNC Automation Limited

  • Epigral Limited

  • Gokaldas Exports Limited

  • Sobha Limited

  • Indian Hume Pipe Company Limited

  • Gujarat Fluorochemicals Limited

  • Suzlon Energy Limited

  • InterGlobe Aviation Limited

  • Hindalco Industries Limited

  • Devyani International Limited

  • Titan Company Limited

  • EIH Limited

  • Electronics Mart India Limited

  • Cholamandalam Investment & Finance Company Limited

  • Indo Count Industries Limited

  • Bansal Wire Industries Ltd.

  • Kajaria Ceramics Limited

  • Aegis Logistics Limited

  • NCC Limited

  • Birla Corporation Limited

  • Motherson Sumi Wiring India Limited

  • Rec Limited

  • Sterling and Wilson Renewable Energy Limited

  • Amara Raja Energy & Mobility Limited

  • Pitti Engineering Ltd.

  • PNC Infratech Limited

  • Bank of Baroda

  • Bharat Bijlee Limited

  • Ganesha Ecosphere Limited

  • IIFL Capital Services Limited

  • PG Electroplast Limited

  • Transformers And Rectifiers (India) Limited

  • Hi-Tech Pipes Limited

  • TVS Motor Company Limited

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • Engineering - Construction

  • Miscellaneous

  • Finance - Stock Broking

  • Defence

  • Construction - Real Estate

  • Refineries

  • Electric Equipment

  • e-Commerce

  • Retailing

  • Air Conditioners

  • Finance Term Lending

  • Cement & Construction Materials

  • Plastic Products

  • Bank - Public

  • Chemicals

  • Fertilizers

  • Textile

  • Fintech

  • Compressors / Pumps

  • Automobile Two & Three Wheelers

  • Travel Services

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Steel & Iron Products

  • Airlines

  • Metal - Non Ferrous

  • Consumer Food

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • Finance - NBFC

  • Ceramics/Marble/Granite/Sanitaryware

  • Trading

  • Auto Ancillary

  • Batteries

  • Engineering

  • Textile - Manmade Fibres

  • Consumer Durables - Domestic Appliances

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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 ₹1,117.47 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 ₹-0.12(-0.46%)yesterday to ₹24.9129.

Among its top 3 holdings the fund has exposure to Treps, 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