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HSBC Business Cycles Fund-Reg(G)

very highequity
40.93 -0.12(-0.30%) NAV as on 12 Jan 2026
-1.77 % 1 M
0.8 % 1 Y
19.42 % 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 :

2.20

As on 30 Nov, 2025
age-icon Age :

11 yrs 4 m

Since 20 08 ,2014
exit_load Exit Load :

1%

aum AUM :

1,137.31 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 :

7.71

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 Dec 31 ,2025
Others 2.71 %
Equity 97.29 %

TOP HOLDINGS

Multi Commodity Exchange Of In...5.93 %
Reliance Industries Ltd.5.55 %
ICICI Bank Ltd.5.02 %
HDFC Bank Ltd.4.30 %
Hindustan Aeronautics Ltd.2.46 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private12.45
Finance - Stock Broking7.44
Engineering - Construction6.68
Refineries5.55
Defence4.83
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 09-Jan-2026)22.7023.8734.2938.9141.05
Net Assets(Rs Crores) (as on 09-Jan-2026) 553.62 542.17 764.45 967.37 1137.31
Scheme Returns(%)(Absolute)17.774.2643.1811.176.21
B'mark Returns(%)(Absolute)NANANANANA
Category Rank28/5711/6128/828/119107/128

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 HighEquity40.93-0.12(-0.30%)NAV As on 12 Jan, 202620-Aug-2014Inception Date1,137.31AUM In Cr.0.80%1Y19.42%3Y18.37%5Y13.15%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity256.39-0.12(-0.05%)NAV As on 12 Jan, 202621-Feb-2000Inception Date8,380.36AUM In Cr.5.73%1Y29.64%3Y20.83%5Y13.34%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity66.420.55(0.83%)NAV As on 12 Jan, 202618-Nov-2009Inception Date1,448.71AUM In Cr.16.22%1Y29.19%3Y26.50%5Y12.43%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity34.740.25(0.72%)NAV As on 12 Jan, 202630-Dec-2019Inception Date5,643.33AUM In Cr.15.45%1Y26.23%3Y26.95%5Y22.89%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity293.68-0.79(-0.27%)NAV As on 12 Jan, 202616-Apr-2004Inception Date4,083.94AUM In Cr.19.96%1Y25.23%3Y20.87%5Y16.81%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity19.66-0.03(-0.17%)NAV As on 12 Jan, 202629-Nov-2021Inception Date902.16AUM In Cr.10.05%1Y24.22%3YNA%5Y17.82%Since Inception
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