Formerly L&T Business Cycles Reg Gr
₹ 29.7112
NAV (Nov 28)
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).
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 29.7112
NAV (Nov 28)
Last 1Y | 20.1% |
Last 3Y | 22.3% |
Last 5Y | 15.3% |
Last 10Y | NA |
Since Inception | 12.4% |
6 Month CAGR | 15.1% |
The investment objective of the Scheme is 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.
Expense Ratio | 2.44 |
Launched (9y ago) | Aug 20, 2014 |
AUM in Crores | 620.380 |
ISIN | INF917K01RF8 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.8 |
Standard Deviation (5yr) | 22 |
Beta (3yr) | 1.01 |
Beta (5yr) | 1.1 |
Sharpe Ratio (3yr) | 1.175 |
Sharpe Ratio (5yr) | 0.518 |
YTM | 0 |
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with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
HSBC Business Cycles fund (Growth) | 10,72,919 | 3,40,307 | 15.3% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
icici bank ltd
6.3%larsen & toubro ltd
4.7%hdfc bank ltd
4.3%state bank of india
4.1%reliance industries ltd
4.1%industrials
33.5%financial services
24.4%basic materials
15.2%consumer cyclical
14.9%energy
6.3%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
HSBC Asset Management(India)Private Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
4% | 7.3% | ||
26.2% | 16% | ||
23.7% | 15.4% | ||
3.7% | 6.1% | ||
4% | % |
HSBC Business Cycles fund (G) is a Sectoral / Thematic - Business Cycle Equity fund and has delivered an annualised return of 12.4% over a period of 9 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 Gautam Bhupal, Sonal Gupta, Venugopal Manghat.
Nav of HSBC Business Cycles fund (G) as of 11/28/2023 is ₹29.71 with the total AUM as of 11/29/2023 is ₹620.38. 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 IISL Nifty 500 TR INR.
HSBC Business Cycles fund (G) is rated as a 1 fund in Equity and delivered 20.1% 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).
What is HSBC Business Cycles fund (G)?
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 2.44% for regular plan.