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 5.83 16.84 43.68 21.91 20.47 13.87
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 2.41 11.44 21.96 14.20 16.75 13.69

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 43.68 21.91 20.47 2.41 741.89
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 45.38 30.19 24.49 1.66 16,095.77
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 24.52 13.90 16.07 1.94 5,471.50
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 50.42 23.25 19.84 1.95 2,868.56
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 60.62 29.89 25.18 1.98 2,708.63
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 67.93 24.74 24.04 1.94 2,492.03

Fund Holdings as on 31-January-2024

  • ICICI Bank Limited

  • Larsen & Toubro Limited

  • Trent Limited

  • Multi Commodity Exchange of India Limited

  • Reliance Industries Limited

  • HDFC Bank Limited

  • Power Mech Projects Limited

  • Ahluwalia Contracts (India) Limited

  • ABB India Limited

  • UltraTech Cement Limited

  • Bharat Electronics Limited

  • Ratnamani Metals & Tubes Limited

  • Aegis Logistics Limited

  • Gokaldas Exports Limited

  • KEC International Limited

  • Timken India Limited

  • Birla Corporation Limited

  • State Bank of India

  • EIH Limited

  • Blue Star Limited

  • Gujarat Fluorochemicals Limited

  • Century Textiles & Industries Limited

  • PNC Infratech Limited

  • Kirloskar Pneumatic Co Limited

  • IndusInd Bank Limited

  • APL Apollo Tubes Limited

  • Mahindra Lifespace Developers Limited

  • AIA Engineering Limited

  • Titan Company Limited

  • Treps

  • Amber Enterprises India Limited

  • Brigade Enterprises Limited

  • TVS Motor Company Limited

  • Kajaria Ceramics Limited

  • Canara Bank

  • PB Fintech Limited

  • VRL Logistics Limited

  • NCC Limited

  • Kotak Mahindra Bank Limited

  • Hindalco Industries Limited

  • Carborundum Universal Limited

  • Indian Hume Pipe Company Limited

  • Power Finance Corporation Limited

  • Sundram Fasteners Limited

  • Bank of Baroda

  • Jindal Stainless Limited

  • The Ramco Cements Limited

  • HG Infra Engineering Limited

  • Motherson Sumi Wiring India Limited

  • Cholamandalam Investment & Finance Company Limited

  • Container Corporation of India Limited

  • Sterling and Wilson Renewable Energy Limited

  • Time Technoplast Limited

  • Net Current Assets (including cash & bank balances)

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  • Engineering - Construction

  • Bank - Private

  • Construction - Real Estate

  • Steel & Iron Products

  • Retailing

  • Finance - Stock Broking

  • Bank - Public

  • Refineries

  • Logistics

  • Diversified

  • Cement & Construction Materials

  • Air Conditioners

  • Electric Equipment

  • Engineering - Industrial Equipments

  • Textile

  • Bearings

  • Hotel, Resort & Restaurants

  • Chemicals

  • Compressors / Pumps

  • Castings/Forgings

  • Diamond & Jewellery

  • Automobile Two & Three Wheelers

  • Ceramics/Marble/Granite/Sanitaryware

  • Fintech

  • Miscellaneous

  • Metal - Non Ferrous

  • Abrasives

  • Finance Term Lending

  • Fasteners

  • Finance - NBFC

  • Plastic Products

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Fund Manager

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  • 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 ₹741.89 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(0.06%)yesterday to ₹34.395.

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