HSBC Business Cycles Fund - IDCW - Regular Plan

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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 (₹)

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  • 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 19.90 52.81 25.98 22.18 15.48
BSE SENSEX - TRI 4.91 10.61 23.69 16.34 17.11 13.91
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 52.81 25.98 22.18 2.31 924.81
ICICI Prudential India Opportunities Fund - IDCW Option Jan 15, 2019 45.83 29.77 24.66 1.63 21,036.92
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 67.89 32.14 28.75 1.82 5,959.57
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 31.82 16.73 17.63 1.92 5,874.16
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 73.23 30.79 27.36 1.87 4,575.97
UTI Transportation and Logistics Fund - Regular Plan - IDCW Apr 11, 2004 54.08 30.66 25.45 1.90 3,698.11

Fund Holdings as on 30-June-2024

  • Trent Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Multi Commodity Exchange of India Limited

  • Larsen & Toubro Limited

  • Ahluwalia Contracts (India) Limited

  • Bharat Electronics Limited

  • HDFC Bank Limited

  • ABB India Limited

  • Aegis Logistics Limited

  • Kirloskar Pneumatic Co Limited

  • UltraTech Cement Limited

  • Power Mech Projects Limited

  • PB Fintech Limited

  • Century Textiles & Industries Limited

  • Blue Star Limited

  • State Bank of India

  • Power Finance Corporation Limited

  • EIH Limited

  • Gokaldas Exports Limited

  • KEC International Limited

  • Sterling and Wilson Renewable Energy Limited

  • Indian Hume Pipe Company Limited

  • Brigade Enterprises Limited

  • Timken India Limited

  • Time Technoplast Limited

  • Treps

  • NCC Limited

  • PNC Infratech Limited

  • HG Infra Engineering Limited

  • Birla Corporation Limited

  • APL Apollo Tubes Limited

  • TVS Motor Company Limited

  • Amber Enterprises India Limited

  • Mangalore Chemicals & Fertilizers Limited

  • Ratnamani Metals & Tubes Limited

  • Gujarat Fluorochemicals Limited

  • Hindalco Industries Limited

  • Kajaria Ceramics Limited

  • Jindal Stainless Limited

  • Titan Company Limited

  • Canara Bank

  • REC Limited

  • Sundram Fasteners Limited

  • Bank of Baroda

  • Cholamandalam Investment & Finance Company Limited

  • Mahindra Lifespace Developers Limited

  • Motherson Sumi Wiring India Limited

  • BSE Limited

  • VRL Logistics Limited

  • Suzlon Energy Limited

  • Amara Raja Energy & Mobility Limited

  • Container Corporation of India 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

  • Retailing

  • Construction - Real Estate

  • Steel & Iron Products

  • Refineries

  • Bank - Public

  • Finance - Stock Broking

  • Logistics

  • Electric Equipment

  • Diversified

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Finance Term Lending

  • Compressors / Pumps

  • Cement & Construction Materials

  • Fintech

  • Hotel, Resort & Restaurants

  • Textile

  • Miscellaneous

  • Bearings

  • Plastic Products

  • Automobile Two & Three Wheelers

  • Fertilizers

  • Chemicals

  • Ceramics/Marble/Granite/Sanitaryware

  • Metal - Non Ferrous

  • Diamond & Jewellery

  • Fasteners

  • Finance - NBFC

  • Finance - Others

  • Batteries

  • Mining & Minerals

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Fund Manager

Most Recent Dividend

  • 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 ₹924.81 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 ₹0.09(0.29%)yesterday to ₹29.1301.

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