HSBC Business Cycles Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 Growth 7.02 24.23 52.45 26.78 21.34 15.47
BSE SENSEX - TRI 4.74 6.80 23.50 15.28 16.03 13.77
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 Growth Aug 20, 2014 52.45 26.78 21.34 2.35 856.13
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 46.44 28.72 24.89 1.65 19,792.23
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 31.33 16.41 16.57 1.93 5,534.25
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 70.83 32.94 28.12 1.88 4,841.52
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 73.31 30.68 26.42 1.90 3,933.36
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 62.20 31.41 24.90 1.91 3,435.05

Fund Holdings as on 31-May-2024

  • Trent Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Multi Commodity Exchange of India Limited

  • Ahluwalia Contracts (India) Limited

  • Bharat Electronics Limited

  • HDFC Bank Limited

  • ABB India Limited

  • Kirloskar Pneumatic Co Limited

  • Power Mech Projects Limited

  • Aegis Logistics Limited

  • UltraTech Cement Limited

  • Power Finance Corporation Limited

  • PB Fintech Limited

  • State Bank of India

  • Blue Star Limited

  • EIH Limited

  • Century Textiles & Industries Limited

  • Treps

  • Gokaldas Exports Limited

  • KEC International Limited

  • PNC Infratech Limited

  • Sterling and Wilson Renewable Energy Limited

  • Ratnamani Metals & Tubes Limited

  • Brigade Enterprises Limited

  • Timken India Limited

  • Canara Bank

  • NCC Limited

  • APL Apollo Tubes Limited

  • Time Technoplast Limited

  • TVS Motor Company Limited

  • Birla Corporation Limited

  • HG Infra Engineering Limited

  • Indian Hume Pipe Company Limited

  • Hindalco Industries Limited

  • Gujarat Fluorochemicals Limited

  • Jindal Stainless Limited

  • Titan Company Limited

  • REC Limited

  • Mangalore Chemicals & Fertilizers Limited

  • Kajaria Ceramics Limited

  • Amber Enterprises India Limited

  • Bank of Baroda

  • BSE Limited

  • Sundram Fasteners Limited

  • Mahindra Lifespace Developers Limited

  • Motherson Sumi Wiring India Limited

  • VRL Logistics Limited

  • Cholamandalam Investment & Finance Company Limited

  • Container Corporation of India Limited

  • Suzlon Energy Limited

  • Coal India Limited

  • Hi-Tech Pipes Limited

  • Transformers And Rectifiers (India) Limited

  • Net Current Assets (including cash & bank balances)

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  • Engineering - Construction

  • Bank - Private

  • Construction - Real Estate

  • Retailing

  • Steel & Iron Products

  • Refineries

  • Bank - Public

  • Finance - Stock Broking

  • Electric Equipment

  • Logistics

  • Engineering - Industrial Equipments

  • Diversified

  • Finance Term Lending

  • Air Conditioners

  • Compressors / Pumps

  • Cement & Construction Materials

  • Fintech

  • Hotel, Resort & Restaurants

  • Textile

  • Miscellaneous

  • Bearings

  • Plastic Products

  • Automobile Two & Three Wheelers

  • Metal - Non Ferrous

  • Chemicals

  • Diamond & Jewellery

  • Fertilizers

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - Others

  • Fasteners

  • Finance - NBFC

  • Mining & Minerals

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Fund Manager

  • 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 ₹856.13 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 up ₹0.19(0.46%)yesterday to ₹41.1419.

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

The HSBC Business Cycles Fund is managed by Venugopal Manghat and 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