HSBC Business Cycles Fund - Growth - Regular Plan

Other Plans and Options
  • 0.05 %Nav, as on 28-03-2025

  • Previous Nav

  • Net Change on 28-03-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - Regular Growth 9.39 -10.04 14.82 20.64 28.96 13.66
BSE SENSEX - TRI 3.60 -1.37 7.95 11.84 22.30 13.40
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 - Regular Growth Aug 20, 2014 14.82 20.64 28.96 2.34 854.89
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 12.94 23.76 36.40 1.63 23,859.65
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 3.58 22.86 34.69 1.86 5,629.27
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 16.23 27.56 34.14 1.81 5,517.19
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 9.41 11.84 22.09 1.95 5,151.26
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -0.87 28.62 34.27 1.80 4,650.81

Fund Holdings as on 28-February-2025

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Multi Commodity Exchange of India Limited

  • Trent Limited

  • HDFC Bank Limited

  • Treps

  • Larsen & Toubro Limited

  • Bharat Electronics Limited

  • Blue Star Limited

  • Power Finance Corporation Limited

  • PB Fintech Limited

  • UltraTech Cement Limited

  • Ahluwalia Contracts (India) Limited

  • Power Mech Projects Limited

  • BSE Limited

  • Aditya Birla Real Estate Limited

  • ABB India Limited

  • Kirloskar Pneumatic Co Limited

  • State Bank of India

  • Time Technoplast Limited

  • Gokaldas Exports Limited

  • Aegis Logistics Limited

  • Indian Energy Exchange Limited

  • Mangalore Chemicals & Fertilizers Limited

  • Amber Enterprises India Limited

  • Kotak Mahindra Bank Limited

  • Epigral Limited

  • PNB Housing Finance Limited

  • Gujarat Fluorochemicals Limited

  • TVS Motor Company Limited

  • Hindustan Aeronautics Limited

  • KEC International Limited

  • Indian Hume Pipe Company Limited

  • Suzlon Energy Limited

  • Hindalco Industries Limited

  • Titan Company Limited

  • Bansal Wire Industries Ltd.

  • EIH Limited

  • Indo Count Industries Limited

  • Brigade Enterprises Limited

  • GE Vernova T&D India Limited

  • Cholamandalam Investment & Finance Company Limited

  • Jindal Stainless Limited

  • Sterling and Wilson Renewable Energy Limited

  • Kajaria Ceramics Limited

  • Rec Limited

  • Amara Raja Energy & Mobility Limited

  • NCC Limited

  • HG Infra Engineering Limited

  • Birla Corporation Limited

  • PG Electroplast Limited

  • Pitti Engineering Ltd.

  • PNC Infratech Limited

  • Motherson Sumi Wiring India Limited

  • Timken India Limited

  • Bank of Baroda

  • Jyoti CNC Automation Limited

  • Ganesha Ecosphere Limited

  • IIFL Capital Services Limited

  • Hi-Tech Pipes Limited

  • Transformers And Rectifiers (India) Limited

  • Bharat Bijlee Limited

  • Net Current Assets (including cash & bank balances)

View More

  • Bank - Private

  • Engineering - Construction

  • Refineries

  • Finance - Stock Broking

  • Retailing

  • Electric Equipment

  • Air Conditioners

  • Defence

  • Finance Term Lending

  • Construction - Real Estate

  • Chemicals

  • Steel & Iron Products

  • Textile

  • Diversified

  • Fintech

  • Bank - Public

  • Cement & Construction Materials

  • Miscellaneous

  • Finance - Others

  • Compressors / Pumps

  • Plastic Products

  • Logistics

  • Power Generation/Distribution

  • Fertilizers

  • Finance - Housing

  • Automobile Two & Three Wheelers

  • Metal - Non Ferrous

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • Finance - NBFC

  • Ceramics/Marble/Granite/Sanitaryware

  • Batteries

  • Consumer Durables - Domestic Appliances

  • Engineering

  • Bearings

  • Engineering - Industrial Equipments

  • Textile - Manmade Fibres

  • Finance - Investment

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹854.89 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 ₹0.02(0.05%)yesterday to ₹38.9156.

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