HSBC Business Cycles Fund - Regular IDCW

Fund House: HSBC Mutual Fund
Category: Equity: Thematic-Others
Launch Date: 20-08-2014
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 2.26% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,077.56 Cr As on 30-05-2025(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.

28.0985

11.38%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 10 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 13.82
Sharpe Ratio 1.24
Alpha 5.41
Beta 0.97
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 IDCW 20-08-2014 7.31 28.17 25.98 24.64 10.11
WhiteOak Capital Special Opportunities Fund - Regular Growth 04-06-2024 17.93 - - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 16.92 24.04 24.03 26.97 -
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 16.42 - - - -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 12.05 28.44 28.76 31.92 -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 10.74 27.11 24.45 26.5 14.19
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 10.53 - - - -
ICICI Prudential Business Cycle Fund Growth 05-01-2021 9.88 28.28 26.58 - -
HDFC Defence Fund - Growth Option 02-06-2023 8.64 59.45 - - -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 8.58 22.81 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

41.6%

Others

3.25%

Large Cap

45.73%

Mid Cap

9.42%

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