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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

38.6187

NAV (May 28)

19.2%
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

38.6187

NAV (May 28)

Fund Returns

Last 1Y
51.1%
Last 3Y
25%
Last 5Y
19.2%
Last 10Y
NA
Since Inception
14.9%
6 Month CAGR
32.1%

Scheme Information

Investment Objective

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
2.35
Launched (10y ago)
Aug 20, 2014
AUM in Crores
833.400
ISIN
INF917K01RF8
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14
Standard Deviation (5yr)
21.9
Beta (3yr)
0.96
Beta (5yr)
1.09
Sharpe Ratio (3yr)
1.313
Sharpe Ratio (5yr)
0.725
YTM
0
Fund Managers

Sonal Gupta

Fund Manager

Venugopal Manghat

Fund Manager

Gautam Bhupal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Business Cycles fund (Growth)70%11,90,618 4,58,00619.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-28

Top Stock Holdings

icici bank ltd

5.9%
5.9%

trent ltd

5.7%
5.7%

reliance industries ltd

4.8%
4.8%

multi commodity exchange of india ltd

4.6%
4.6%

larsen & toubro ltd

4.3%
4.3%
See all holdings

Allocation by Sector

industrials

29.5%
29.5%

financial services

24.8%
24.8%

consumer cyclical

16.6%
16.6%

basic materials

13.9%
13.9%

energy

8.1%
8.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 14,859 cr

₹ 18,691 cr

₹ 42,664 cr

₹ 63,933 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 120,449 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

30.1%

22.7%

5.4%

5.9%

27%

17.4%

4.6%

5.1%

20.6%

16.1%

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 14.9% 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 5/28/2024 is ₹38.62 with the total AUM as of 5/29/2024 is ₹833.4. 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 Nifty 500 TR INR.

HSBC Business Cycles fund (G) is rated as a 1 fund in Equity and delivered 51.1% 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).

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 instruments 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 2.35% for regular plan.