HSBC Business Cycles Fund - Regular IDCW
Category: Equity: Thematic-Others
Launch Date: 20-08-2014
AUM:
₹ 856.13 Cr
Expense Ratio
2.34%
Benchmark
NIFTY 500 TRI
ISIN
INF917K01RH4
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 IDCW | 51.96 | 20.92 | 16.68 |
| NIFTY 500 TRI | 39.49 | 19.14 | 19.39 |
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
28.2495
Last change
0.37 (1.3229%)
Fund Size (AUM)
₹ 856.13 Cr
Performance
11.79% (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 (%) |
|---|---|
| Trent Ltd. | 5.7 |
| ICICI Bank Ltd. | 5.57 |
| Reliance Industries Ltd. | 4.53 |
| Larsen & Toubro Ltd. | 4.28 |
| Multi Commodity Exchange Of India Ltd. | 4.0 |
| Ahluwalia Contracts (India) Ltd. | 3.76 |
| Bharat Electronics Ltd. | 3.46 |
| HDFC Bank Ltd. | 3.22 |
| ABB India Ltd. | 3.17 |
| Kirloskar Pneumatic Company Ltd. | 2.52 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Services | 18.75 |
| Financial | 17.4 |
| Construction | 17.05 |
| Capital Goods | 15.45 |
| Materials | 7.58 |
| Metals & Mining | 5.53 |
| Energy | 4.53 |
| Consumer Discretionary | 4.3 |
| Chemicals | 2.15 |
| Automobile | 2.06 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Business Cycles Fund Reg IDCW | 16.68 |
| HDFC Defence Fund Gr | 0.0 |
| Franklin India Opportunities Gr | 25.95 |
| quant Business Cycle Fund Reg Gr | 0.0 |
| HDFC Housing Opportunities Reg Gr | 19.72 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 21.02 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| Taurus Ethical Fund Reg Gr | 20.19 |