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HSBC Business Cycles Fund - Regular Growth

Category: Equity: Thematic-Business-Cycle Launch Date: 20-08-2014
AUM:

₹ 1,124.01 Cr

Expense Ratio

2.23%

Benchmark

NIFTY 500 TRI

ISIN

INF917K01RF8

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Gautam Bhupal, Venugopal Manghat, Sonal Gupta

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HSBC Business Cycles Fund - Regular Growth 3.38 21.02 25.75
NIFTY 500 TRI 1.07 15.48 20.99
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
42.3902
Last change
-0.21 (-0.4881%)
Fund Size (AUM)
₹ 1,124.01 Cr
Performance
14.04% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Gautam Bhupal, Venugopal Manghat, Sonal Gupta
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Treps 6.26
ICICI BANK LIMITED EQ NEW FV RS. 2/- 5.6
RELIANCE INDUSTRIES LIMITED EQ 4.97
MCX INDIA LIMITED EQ NEW RS. 10/- 4.87
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4.43
TRENT LIMITED EQ NEW FV Re. 1/- 4.27
POWER MECH PROJECTS LIMITED EQ 2.52
AHLUWALIA CONTRACTS INDIA LIMITED EQ NEW RS. 2/- 2.5
Hindustan Aeronautics Ltd 2.32
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- 2.3

Sector Allocation

Sector Holdings (%)
Financial Services 28.61
Capital Goods 17.44
Consumer Services 11.25
Construction 10.23
Oil, Gas & Consumable Fuels 5.58
Consumer Durables 5.1
Chemicals 4.62
Construction Materials 2.82
Textiles 2.68
Automobile and Auto Components 2.27