HSBC Business Cycles Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 20-08-2014 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.2% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,151.87 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 28% | Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment – Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment – 1%. If units are redeemed or switched out on or after 1 year from the date of allotment – Nil. |
41.0541
-0.37 (-0.9049%)
13.19%
Benchmark: 12.41%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment 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 of business cycles in the economy. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.6 |
| Sharpe Ratio | 0.86 |
| Alpha | 1.91 |
| Beta | 1.14 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | -1.33 | 13.56 | 19.36 | 18.5 | 13.52 |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 15.94 | 17.77 | 22.53 | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 7.82 | 14.44 | - | - | - |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 5.02 | 11.21 | 14.23 | - | - |
| Bandhan Business Cycle Fund - Regular Plan - Growth | 01-09-2024 | 4.61 | - | - | - | - |
| DSP Business Cycle Fund - Regular - Growth | 17-12-2024 | 4.03 | - | - | - | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 3.59 | - | - | - | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 3.53 | 10.58 | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 3.51 | 14.78 | 17.37 | - | - |
| HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 2.72 | 7.05 | 13.85 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
37.74%
Others
2.76%
Large Cap
41.24%
Mid Cap
18.26%
Scheme Documents
There are no scheme documents available
