HSBC Business Cycles Fund - Growth - Direct Plan

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  • (-0.51%)Nav, as on 21-02-2025

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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 -6.69 -10.47 8.50 19.23 18.59 14.17
BSE SENSEX - TRI -0.58 -2.25 4.96 10.68 14.21 13.34
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 8.50 19.23 18.59 1.16 958.69
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 13.41 24.09 27.32 0.69 24,746.94
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 2.66 22.76 25.07 0.81 6,379.45
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 14.26 26.17 25.75 0.53 5,948.48
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 8.25 11.36 14.52 1.33 5,543.93
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -9.17 29.08 26.59 0.55 5,168.64

Fund Holdings as on 31-January-2025

  • Trent Limited

  • Multi Commodity Exchange of India Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • HDFC Bank Limited

  • Treps

  • Bharat Electronics Limited

  • Larsen & Toubro Limited

  • PB Fintech Limited

  • Power Finance Corporation Limited

  • Ahluwalia Contracts (India) Limited

  • UltraTech Cement Limited

  • Blue Star Limited

  • Power Mech Projects Limited

  • ABB India Limited

  • Aditya Birla Real Estate Limited

  • BSE Limited

  • Kirloskar Pneumatic Co Limited

  • State Bank of India

  • Mangalore Chemicals & Fertilizers Limited

  • Gokaldas Exports Limited

  • Time Technoplast Limited

  • Aegis Logistics Limited

  • Amber Enterprises India Limited

  • Indian Energy Exchange Limited

  • Epigral Limited

  • Hindustan Aeronautics Limited

  • PNB Housing Finance Limited

  • KEC International Limited

  • TVS Motor Company Limited

  • Suzlon Energy Limited

  • Brigade Enterprises Limited

  • Gujarat Fluorochemicals Limited

  • Indian Hume Pipe Company Limited

  • GE Vernova T&D India Limited

  • Bansal Wire Industries Ltd.

  • Titan Company Limited

  • EIH Limited

  • Indo Count Industries Limited

  • Hindalco Industries Limited

  • Sterling and Wilson Renewable Energy Limited

  • NCC Limited

  • Jindal Stainless Limited

  • HG Infra Engineering Limited

  • Rec Limited

  • Kajaria Ceramics Limited

  • Pitti Engineering Ltd.

  • Cholamandalam Investment & Finance Company Limited

  • Birla Corporation Limited

  • Sundram Fasteners Limited

  • PNC Infratech Limited

  • Amara Raja Energy & Mobility Limited

  • Motherson Sumi Wiring India Limited

  • PG Electroplast Limited

  • Timken India Limited

  • Jyoti CNC Automation Limited

  • Bank of Baroda

  • Ganesha Ecosphere Limited

  • IIFL Capital Services Limited

  • Hi-Tech Pipes Limited

  • Bharat Bijlee Limited

  • Transformers And Rectifiers (India) Limited

  • Net Current Assets (including cash & bank balances)

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  • Engineering - Construction

  • Bank - Private

  • Retailing

  • Finance - Stock Broking

  • Electric Equipment

  • Refineries

  • Defence

  • Air Conditioners

  • Construction - Real Estate

  • Finance Term Lending

  • Miscellaneous

  • Steel & Iron Products

  • Textile

  • Fintech

  • Diversified

  • Chemicals

  • Cement & Construction Materials

  • Bank - Public

  • Finance - Others

  • Compressors / Pumps

  • Fertilizers

  • Plastic Products

  • Logistics

  • Power Generation/Distribution

  • Finance - Housing

  • Automobile Two & Three Wheelers

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • Metal - Non Ferrous

  • Ceramics/Marble/Granite/Sanitaryware

  • Engineering

  • Finance - NBFC

  • Fasteners

  • Batteries

  • Consumer Durables - Domestic Appliances

  • Bearings

  • Engineering - Industrial Equipments

  • Textile - Manmade Fibres

  • Finance - Investment

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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 ₹958.69 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 down ₹-0.21(-0.51%)yesterday to ₹40.2755.

Among its top 3 holdings the fund has exposure to Trent 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