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HSBC Business Cycles Fund-Reg(G)

very highequity
43.20 0.09(0.22%) NAV as on 30 Jul 2025
-3.29 % 1 M
1.39 % 1 Y
23.03 % 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND 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 ofbusiness cycles in the economy.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.22

As on 30 Jun, 2025
age-icon Age :

10 yrs 11 m

Since 20 08 ,2014
exit_load Exit Load :

1%

aum AUM :

1,153.14 Crs

lock_in Lock-in :

Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

9.79

Min_Investment Min. Investment :

SIP 500 & Lumpsum 5000

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Gautam Bhupal

LATEST ASSET & PORTFOLIO ALLOCATION

as on Jun 30 ,2025
Others 4.13 %
Equity 95.87 %

TOP HOLDINGS

Multi Commodity Exchange Of In...5.51 %
ICICI Bank Ltd.5.33 %
Reliance Industries Ltd.5.23 %
Trent Ltd.5.16 %
HDFC Bank Ltd.4.28 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private11.68
Engineering - Construction9.19
Finance - Stock Broking7.21
Refineries5.23
Retailing5.16
See All Sectors

5-YEARS HISTORY

Financial Year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)19.0222.7023.8734.2938.91
Net Assets(Rs Crores) (as on 31-Mar-2025) 525.48 553.62 542.17 764.45 967.37
Scheme Returns(%)(Absolute)81.9617.774.2643.1811.17
B'mark Returns(%)(Absolute)NANANANANA
Category Rank12/4728/5711/6128/828/119

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

HSBC Business Cycles Fund-Reg(G)Very HighEquity43.200.09(0.22%)NAV As on 30 Jul, 202520-Aug-2014Inception Date1,153.14AUM In Cr.1.39%1Y23.03%3Y26.63%5Y14.30%Since Inception
Invesco India PSU Equity Fund(G)Very HighEquity62.60-0.06(-0.10%)NAV As on 30 Jul, 202518-Nov-2009Inception Date1,438.55AUM In Cr.-11.17%1Y32.85%3Y28.22%5Y12.39%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity252.541.23(0.49%)NAV As on 30 Jul, 202521-Feb-2000Inception Date7,199.55AUM In Cr.0.92%1Y31.19%3Y29.80%5Y13.53%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity32.51-0.02(-0.06%)NAV As on 30 Jul, 202530-Dec-2019Inception Date5,687.15AUM In Cr.-13.14%1Y30.82%3Y30.75%5Y23.50%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity19.330.08(0.40%)NAV As on 30 Jul, 202529-Nov-2021Inception Date767.98AUM In Cr.-2.55%1Y25.03%3YNA%5Y19.67%Since Inception
ICICI Pru India Opp Fund(G)Very HighEquity35.690.21(0.59%)NAV As on 30 Jul, 202515-Jan-2019Inception Date29,462.53AUM In Cr.5.13%1Y24.78%3Y31.44%5Y21.47%Since Inception
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