HSBC Business Cycles Fund - Regular Growth

Fund House: HSBC Mutual Fund

Category: Equity: Thematic-Business-Cycle

Status: Open Ended Schemes

Launch Date: 20-08-2014

Minimum Investment: 5000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: NIFTY 500 TRI

Total Assets: 1117.47 As on (30-09-2025)

Expense Ratio: 2.22% As on (29-09-2025)

Turn over: 81.00% | Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment – Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment – 1%. If units are redeemed or switched out on or after 1 year from the date of allotment – Nil.

NAV as on 29-10-2025

43.2165

0.065

CAGR Since Inception

13.96%

NIFTY 500 TRI 12.52%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Business Cycles Fund - Regular Growth 0.45 21.53 24.8 13.72 13.96
NIFTY 500 TRI 6.25 17.14 21.08 14.57 12.52
Equity: Thematic-Business-Cycle 3.32 18.81 24.8 13.72 13.46

Funds Manager

Gautam Bhupal, Sonal Gupta

RETURNS CALCULATORS for HSBC Business Cycles Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of HSBC Business Cycles Fund - Regular Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of HSBC Business Cycles Fund - Regular Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
HSBC Business Cycles Fund Reg Gr 20-08-2014 0.45 24.9 21.53 24.8 13.72
Motilal Oswal Business Cycle Fund Reg Gr 27-08-2024 16.96 0.0 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 11.88 26.95 22.87 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 8.93 23.05 18.39 0.0 0.0
Sundaram Business Cycle Fund Reg Gr 25-06-2024 6.99 0.0 0.0 0.0 0.0
Bandhan Business Cycle Fund Reg Gr 01-09-2024 6.4 0.0 0.0 0.0 0.0
HDFC Business Cycle Fund Gr 05-11-2022 5.93 17.45 0.0 0.0 0.0
Axis Business Cycles Fund Reg Gr 05-02-2023 5.17 19.53 0.0 0.0 0.0
ABSL Business Cycle Fund Reg Gr 06-12-2021 4.42 18.49 14.53 0.0 0.0
Union Business Cycle Reg Gr 05-03-2024 2.84 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of HSBC Business Cycles Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Business Cycles Fund - Regular Growth 13.82 0.88 2.83 1.12 - -
Equity: Thematic-Business-Cycle - - - - - -