HSBC Business Cycles Fund - Regular Growth
Category: Equity: Thematic-Others
Launch Date: 20-08-2014
AUM:
₹ 833.4 Cr
Expense Ratio
2.35%
Benchmark
NIFTY 500 TRI
ISIN
INF917K01RF8
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Venugopal Manghat, Gautam Bhupal, Sonal Gupta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Business Cycles Fund - Regular Growth | 43.96 | 25.39 | 20.57 |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
36.8946
Last change
0.56 (1.5162%)
Fund Size (AUM)
₹ 833.4 Cr
Performance
14.34% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long term capital appreciation from a portfolio of 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.
Fund Manager
Venugopal Manghat, Gautam Bhupal, Sonal Gupta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 5.87 |
| Trent Ltd. | 5.66 |
| Reliance Industries Ltd. | 4.77 |
| Multi Commodity Exchange Of India Ltd. | 4.65 |
| Larsen & Toubro Ltd. | 4.31 |
| Ahluwalia Contracts (India) Ltd. | 3.69 |
| HDFC Bank Ltd. | 3.28 |
| Aegis Logistics Ltd. | 2.91 |
| Power Mech Projects Ltd. | 2.86 |
| Bharat Electronics Ltd. | 2.8 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Services | 19.47 |
| Financial | 17.78 |
| Construction | 16.68 |
| Capital Goods | 12.82 |
| Materials | 7.97 |
| Metals & Mining | 5.46 |
| Energy | 4.77 |
| Consumer Discretionary | 4.48 |
| Chemicals | 2.34 |
| Others | 2.21 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Business Cycles Fund Reg Gr | 20.57 |
| Franklin India Opportunities Gr | 24.91 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HDFC Housing Opportunities Reg Gr | 18.59 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| ICICI Pru India Opportunities Cum | 24.01 |
| SBI Magnum Comma Fund Reg Gr | 22.49 |
| Taurus Ethical Fund Reg Gr | 19.24 |
| ICICI Pru Commodities Gr | 0.0 |