HSBC Business Cycles Fund - Growth - Direct Plan

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  • 0.93 %Nav, as on 17-04-2025

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  • Net Change on 17-04-2025

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

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 ofbusiness cycles in the economy.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
HSBC Business Cycles Fund - Direct Growth 9.65 -3.52 12.02 20.64 29.67 14.65
BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HSBC Business Cycles Fund - Direct Growth Aug 20, 2014 12.02 20.64 29.67 1.12 967.37
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 12.90 22.84 34.62 0.74 25,696.42
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 2.34 21.78 31.79 0.88 6,161.56
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 13.55 28.05 33.61 0.57 6,046.75
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 7.92 11.46 22.47 1.34 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -3.33 28.14 33.68 0.51 5,342.23

Fund Holdings as on 31-March-2025

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Trent Limited

  • Multi Commodity Exchange of India Limited

  • HDFC Bank Limited

  • Bharat Electronics Limited

  • Larsen & Toubro Limited

  • Treps

  • Blue Star Limited

  • Power Finance Corporation Limited

  • Power Mech Projects Limited

  • Kotak Mahindra Bank Limited

  • PB Fintech Limited

  • UltraTech Cement Limited

  • Ahluwalia Contracts (India) Limited

  • Hindustan Aeronautics Limited

  • BSE Limited

  • Kirloskar Pneumatic Co Limited

  • ABB India Limited

  • State Bank of India

  • Time Technoplast Limited

  • Aditya Birla Real Estate Limited

  • Amber Enterprises India Limited

  • Mangalore Chemicals & Fertilizers Limited

  • Indian Energy Exchange Limited

  • Epigral Limited

  • Gokaldas Exports Limited

  • PNB Housing Finance Limited

  • Gujarat Fluorochemicals Limited

  • KEC International Limited

  • Indian Hume Pipe Company Limited

  • TVS Motor Company Limited

  • Suzlon Energy Limited

  • Aegis Logistics Limited

  • Hindalco Industries Limited

  • Bansal Wire Industries Ltd.

  • EIH Limited

  • GE Vernova T&D India Limited

  • Titan Company Limited

  • Brigade Enterprises Limited

  • Cholamandalam Investment & Finance Company Limited

  • Indo Count Industries Limited

  • Rec Limited

  • NCC Limited

  • Sterling and Wilson Renewable Energy Limited

  • HG Infra Engineering Limited

  • Pitti Engineering Ltd.

  • PG Electroplast Limited

  • Kajaria Ceramics Limited

  • Amara Raja Energy & Mobility Limited

  • Birla Corporation Limited

  • Motherson Sumi Wiring India Limited

  • PNC Infratech Limited

  • Bank of Baroda

  • Timken India Limited

  • Jyoti CNC Automation Limited

  • Ganesha Ecosphere Limited

  • Transformers And Rectifiers (India) Limited

  • IIFL Capital Services Limited

  • Hi-Tech Pipes Limited

  • Bharat Bijlee Limited

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • Engineering - Construction

  • Finance - Stock Broking

  • Refineries

  • Retailing

  • Defence

  • Electric Equipment

  • Air Conditioners

  • Finance Term Lending

  • Construction - Real Estate

  • Cement & Construction Materials

  • Chemicals

  • Miscellaneous

  • Fintech

  • Bank - Public

  • Textile

  • Finance - Others

  • Compressors / Pumps

  • Steel & Iron Products

  • Plastic Products

  • Diversified

  • Fertilizers

  • Power Generation/Distribution

  • Finance - Housing

  • Automobile Two & Three Wheelers

  • Logistics

  • Metal - Non Ferrous

  • Hotel, Resort & Restaurants

  • Diamond & Jewellery

  • Finance - NBFC

  • Engineering

  • Consumer Durables - Domestic Appliances

  • Ceramics/Marble/Granite/Sanitaryware

  • Batteries

  • Bearings

  • Engineering - Industrial Equipments

  • Textile - Manmade Fibres

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Fund Manager

  • Cash

  • Equity

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About HSBC Business Cycles Fund

Scheme Analysis

HSBC Business Cycles Fund is a Equity - Thematic Fund - Other fund and belongs to HSBC Mutual Fund. It was launched on 20-Aug-2014 and currently has an AUM of ₹967.37 crore. HSBC Business Cycles Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of HSBC Business Cycles Fund ended up ₹0.4(0.93%)yesterday to ₹43.3666.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The HSBC Business Cycles Fund is managed by Venugopal Manghat and Gautam Bhupal.

Fund House Contact

9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063

+91 (22) 66145000
+91 (22) 49146033