- Mutual Funds
- HSBC Mutual Funds
- HSBC Business Cycles of fund (RIDCW-A)
Formerly L&T Business Cycles Reg IDCW-R
HSBC Business Cycles of fund (RIDCW-A)
₹ 24.7879
NAV (Apr 22)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 24.7879
NAV (Apr 22)
Fund Returns
Last 1Y | 38.7% |
Last 3Y | 19.7% |
Last 5Y | 15.9% |
Last 10Y | NA |
Since Inception | 12.5% |
6 Month CAGR | 26.5% |
Scheme Information
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 | 2.4 |
Launched (10y ago) | Aug 20, 2014 |
AUM in Crores | 764.453 |
ISIN | INF917K01RG6 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.2 |
Standard Deviation (5yr) | 22 |
Beta (3yr) | 0.96 |
Beta (5yr) | 1.09 |
Sharpe Ratio (3yr) | 0.797 |
Sharpe Ratio (5yr) | 0.504 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Business Cycles of fund (RIDCW-A) | 10,90,046 | 3,57,434 | 15.9% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
6.1%trent ltd
5.5%reliance industries ltd
5.3%larsen & toubro ltd
4.9%multi commodity exchange of india ltd
4.1%Allocation by Sector
industrials
30.8%financial services
24.2%consumer cyclical
16.8%basic materials
13.4%energy
7.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
33.2% | 22.1% | ||
5.3% | 5.9% | ||
27.4% | 16.9% | ||
21% | 15.6% | ||
4.5% | 5.1% |
HSBC Business Cycles of fund (RIDCW-A) Review
HSBC Business Cycles of fund (RIDCW-A) is a Sectoral / Thematic - Business Cycle Equity fund and has delivered an annualised return of 12.5% 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 4/22/2024 is ₹24.79 with the total AUM as of 4/23/2024 is ₹764.453. 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 Nifty 500 TR INR.
HSBC Business Cycles of fund (RIDCW-A) is rated as a 1 fund in Equity and delivered 38.7% 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).
Frequently Asked Questions
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 2.4% for regular plan.