HSBC Business Cycles Fund - Regular IDCW

Fund House: HSBC Mutual Fund

Category: Equity: Thematic-Others

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: 1153.14 As on (30-06-2025)

Expense Ratio: 2.22% As on (30-06-2025)

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 25-07-2025

27.1929

-0.406

CAGR Since Inception

10.97%

NIFTY 500 TRI 12.54%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Business Cycles Fund - Regular IDCW 2.91 23.49 22.97 9.38 10.97
NIFTY 500 TRI 2.64 18.63 21.97 13.91 12.54
Equity: Thematic-Others 0.29 20.29 24.34 13.36 11.88

Funds Manager

Gautam Bhupal, Venugopal Manghat, Sonal Gupta

RETURNS CALCULATORS for HSBC Business Cycles Fund - Regular IDCW

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 IDCW

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of HSBC Business Cycles Fund - Regular IDCW

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
HSBC Business Cycles Fund Reg IDCW 20-08-2014 2.91 23.09 23.49 22.97 9.38
Sundaram Services Reg Gr 21-09-2018 12.46 20.32 20.87 25.5 0.0
ICICI Pru Exports & Services Gr 01-11-2005 5.63 22.7 22.01 24.64 13.38
ICICI Pru India Opportunities Cum 05-01-2019 5.52 23.42 25.56 31.06 0.0
ICICI Prudential Housing Opportunities Fund Gr 18-04-2022 3.64 19.75 19.77 0.0 0.0
ICICI Pru Commodities Gr 05-10-2019 2.57 19.45 22.19 34.08 0.0
Franklin India Opportunities Gr 05-02-2000 2.37 31.05 31.88 29.78 15.65
HDFC Defence Fund Gr 02-06-2023 2.28 47.78 0.0 0.0 0.0
SBI COMMA Fund Reg PLAN Gr 05-08-2005 2.27 21.64 18.52 22.02 14.98
Edelweiss Recently Listed IPO Fund Reg Gr 16-02-2018 1.68 15.19 17.34 20.91 0.0

Asset Allocation (%)

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Business Cycles Fund - Regular IDCW 13.82 1.24 5.41 0.97 - -
Equity: Thematic-Others - - - - - -