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  • HSBC Business Cycles of fund (PIDCW-A)

Formerly L&T Business Cycles Reg IDCW-P

HSBC Mutual Funds

HSBC Business Cycles of fund (PIDCW-A)

EquitySectoral / Thematic - Business Cycle

28.2595

NAV (Jun 24)

17.8%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

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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

28.2595

NAV (Jun 24)

Fund Returns

Last 1Y
53.9%
Last 3Y
26.2%
Last 5Y
21.2%
Last 10Y
NA
Since Inception
15.4%
6 Month CAGR
30.8%

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
856.133
ISIN
INF917K01RH4
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.6
Standard Deviation (5yr)
22.1
Beta (3yr)
0.98
Beta (5yr)
1.09
Sharpe Ratio (3yr)
0.894
Sharpe Ratio (5yr)
0.56
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 of fund (PIDCW-A)70%11,46,592 4,13,98017.8%
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 2024-06-24

Top Stock Holdings

trent ltd

5.7%
5.7%

icici bank ltd

5.6%
5.6%

reliance industries ltd

4.5%
4.5%

larsen & toubro ltd

4.3%
4.3%

multi commodity exchange of india ltd

4%
4%
See all holdings

Allocation by Sector

industrials

32.3%
32.3%

financial services

24.5%
24.5%

consumer cyclical

15.9%
15.9%

basic materials

13.3%
13.3%

energy

7.4%
7.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 120,132 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

32.2%

23.4%

5.5%

5.9%

28.4%

17.8%

22%

16.4%

4.9%

5.2%

HSBC Business Cycles of fund (PIDCW-A) Review

HSBC Business Cycles of fund (PIDCW-A) is a Sectoral / Thematic - Business Cycle Equity fund and has delivered an annualised return of 13.7% over a period of 9 years. The fund was previously known as L&T Business Cycles Reg IDCW-P. 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 of fund (PIDCW-A) as of 6/24/2024 is ₹28.26 with the total AUM as of 6/25/2024 is ₹856.133. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Business Cycles of fund (PIDCW-A) was launched on Aug 20, 2014. The category risk of the fund is Very High Risk.

The minimum SIP amount for HSBC Business Cycles of fund (PIDCW-A) 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 of fund (PIDCW-A) 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 of fund (PIDCW-A) is rated as a 1 fund in Equity and delivered 42.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Business Cycles of fund (PIDCW-A).

Frequently Asked Questions

What is HSBC Business Cycles of fund (PIDCW-A)?

HSBC Business Cycles of fund (PIDCW-A) 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 of fund (PIDCW-A)?

You can invest in HSBC Business Cycles of fund (PIDCW-A) 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 of fund (PIDCW-A)?

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

Is HSBC Business Cycles of fund (PIDCW-A) good to invest in?

As per Scripbox experts, HSBC Business Cycles of fund (PIDCW-A) is a Not Recommended fund. You can investHSBC Business Cycles of fund (PIDCW-A) 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 of fund (PIDCW-A)?

The expense ratio of the HSBC Business Cycles of fund (PIDCW-A) is 2.35% for regular plan.