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  • HSBC Business Cycles fund (Growth)

Formerly L&T Business Cycles Reg Gr

HSBC Mutual Funds

HSBC Business Cycles fund (Growth)

EquitySectoral / Thematic - Business Cycle

24.5905

NAV (Nov 25)

7.5%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in sectoral / thematic - business cycle mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

24.5905

NAV (Nov 25)

Fund Returns

Last 1Y

6.3%

Last 3Y

17.2%

Last 5Y

7.5%

Last 10Y

NA

Since Inception

11.5%

6 Month CAGR

19.6%

Scheme Information

Investment Objective

To seek to generate long-term capital appreciation from a diversified 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.There is no assurance that the investment objective of the scheme will be realized.

Expense Ratio

2.51

Launched (8y ago)

Aug 20, 2014

AUM in Crores

566.857

ISIN

INF917K01RF8

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

25.8

Standard Deviation (5yr)

23.1

Beta (3yr)

1.1

Beta (5yr)

1.11

Sharpe Ratio (3yr)

0.563

Sharpe Ratio (5yr)

0.228

YTM

0

Fund Managers

Sonal Gupta

Fund Manager

Venugopal Manghat

Fund Manager

Cheenu Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

icici bank ltd

9%
9%

hdfc bank ltd

6.1%
6.1%

ratnamani metals & tubes ltd

4%
4%

larsen & toubro ltd

3.9%
3.9%

state bank of india

3.9%
3.9%
See all holdings

Allocation by Sector

industrials

27.5%
27.5%

financial services

24%
24%

consumer cyclical

18.6%
18.6%

basic materials

17.8%
17.8%

energy

7.1%
7.1%
See all sectors

Compare HSBC Business Cycles fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 68,403 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,127 debt and 30 hybrid funds.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    7.3%

    4%

    5.6%

    6.7%

    8.5%

    5.3%

    6.2%

    3.8%

    5%

    HSBC Business Cycles fund (G) Review

    HSBC Business Cycles fund (G) is a Sectoral / Thematic - Business Cycle Equity fund and has delivered an annualised return of 11.5% over a period of 8 years. The fund was previously known as L&T Business Cycles Reg Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Cheenu Gupta, Sonal Gupta, Venugopal Manghat.

    Nav of HSBC Business Cycles fund (G) as of 11/25/2022 is ₹24.59 with the total AUM as of 11/28/2022 is ₹566.857. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Business Cycles fund (G) was launched on Aug 20, 2014. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HSBC Business Cycles fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    HSBC Business Cycles fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.

    HSBC Business Cycles fund (G) is rated as a 1 fund in Equity and delivered 6.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Business Cycles fund (G).

    Frequently Asked Questions

    What is HSBC Business Cycles fund (G)?

    HSBC Business Cycles fund (G) is a Sectoral / Thematic - Business Cycle Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in HSBC Business Cycles fund (G)?

    You can invest in HSBC Business Cycles fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of HSBC Business Cycles fund (G)?

    The minimum sip amount for HSBC Business Cycles fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HSBC Business Cycles fund (G) good to invest in?

    As per Scripbox experts, HSBC Business Cycles fund (G) is a Not Recommended fund. You can investHSBC Business Cycles fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the HSBC Business Cycles fund (G)?

    The expense ratio of the HSBC Business Cycles fund (G) is 2.51% for regular plan.