Formerly L&T Business Cycles Reg IDCW-R
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.
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Poor
NAV (Sep 22)
6 Month CAGR
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.
Launched (9y ago)
Aug 20, 2014
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|HSBC Business Cycles of fund (RIDCW-A)||9,62,096||2,29,484||11.1%|
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.
hdfc bank ltd8.5%
icici bank ltd6.4%
larsen & toubro ltd4.7%
reliance industries ltd4.2%
state bank of india4%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 17,630 cr
₹ 11,197 cr
₹ 11,862 cr
₹ 10,089 cr
₹ 9,392 cr
HSBC Asset Management(India)Private Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
HSBC Business Cycles of fund (RIDCW-A) is a Sectoral / Thematic - Business Cycle Equity fund and has delivered an annualised return of 10.4% over a period of 9 years. The fund was previously known as L&T Business Cycles Reg IDCW-R. 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 (RIDCW-A) as of 9/22/2023 is ₹19.64 with the total AUM as of 9/23/2023 is ₹633.403. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Business Cycles of fund (RIDCW-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 (RIDCW-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 (RIDCW-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 IISL Nifty 500 TR INR.
HSBC Business Cycles of fund (RIDCW-A) is rated as a 1 fund in Equity and delivered 8.6% 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 (RIDCW-A).
What is HSBC Business Cycles of fund (RIDCW-A)?
How to invest in HSBC Business Cycles of fund (RIDCW-A)?
You can invest in HSBC Business Cycles of fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for HSBC Business Cycles of fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Business Cycles of fund (RIDCW-A) good to invest in?
As per Scripbox experts, HSBC Business Cycles of fund (RIDCW-A) is a Not Recommended fund. You can investHSBC Business Cycles of fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the HSBC Business Cycles of fund (RIDCW-A) is 2.43% for regular plan.