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HSBC Business Cycles Fund - Regular Growth

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

₹ 1,090.24 Cr

Expense Ratio

2.21%

Benchmark

NIFTY 500 TRI

ISIN

INF917K01RF8

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Gautam Bhupal, Sonal Gupta

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HSBC Business Cycles Fund - Regular Growth 9.12 17.73 15.1
NIFTY 500 TRI 13.11 16.44 13.75
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
39.3389
Last change
-0.25 (-0.6378%)
Fund Size (AUM)
₹ 1,090.24 Cr
Performance
12.59% (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, Sonal Gupta
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/- 5.29
RELIANCE INDUSTRIES LIMITED EQ 5.14
Multi Commodity Exchange of India Limited 4.48
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4.21
Treps 3.62
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- 2.78
Hindustan Aeronautics Ltd 2.7
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 2.4
ICICI Prudential Asset Management Company Limited 2.32
ULTRATECH CEMENT LIMITED EQ 2.28

Sector Allocation

Sector Holdings (%)
Financial Services 34.6
Capital Goods 20.01
Consumer Services 7.33
Construction 7.11
Consumer Durables 5.73
Oil, Gas & Consumable Fuels 5.14
Chemicals 3.28
Construction Materials 2.83
Automobile and Auto Components 2.76
Metals & Mining 2.38