- Mutual Funds
- HSBC Mutual Fund
- HSBC Business Cycles Fund Direct Growth
HSBC Business Cycles Fund Direct Plan Growth
₹ 39.36
NAV (Mar 12)
Sectoral / Thematic - Business Cycle funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scheme Information
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.
Expense Ratio | 1.15 % |
Launched 10Y ago | 2014-08-20 |
AUM in Crores | 854.9 |
ISIN | INF917K01RI2 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 16.9 |
Beta | 1.1 |
Sharpe Ratio | 0.7 |
Asset allocation and Holdings
Top Stock Holdings
Trent Ltd.
6.55%ICICI Bank Ltd.
5.42%Reliance Industries Ltd.
4.28%Multi Commodity Exchange Of India Ltd.
4.24%Ahluwalia Contracts (India) Ltd.
4.08%
Allocation by Sector
Services
21.72%Capital Goods
17.29%Financial
16.64%Construction
11.41%Materials
6.75%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 14,981 cr | ||
₹ 21,526 cr | ||
₹ 25,723 cr |
