HSBC Business Cycles Fund - IDCW - Regular Plan

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  • 0.92 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

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Fund Overview IDCW | 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 IDCW -9.96 -9.24 19.87 18.39 19.44 13.76
BSE SENSEX - TRI -2.55 -4.28 10.07 10.40 14.44 13.44
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 IDCW Aug 20, 2014 19.87 18.39 19.44 2.26 1,035.50
ICICI Prudential India Opportunities Fund - IDCW Option Jan 15, 2019 17.12 22.86 23.70 1.63 24,552.50
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 14.14 21.96 24.52 1.81 6,532.75
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 24.85 24.99 26.16 1.80 6,119.62
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 Unrated 10.37 10.29 14.53 1.94 5,620.09
Aditya Birla Sun Life PSU Equity Fund-Regular - Payout of IDCW Dec 30, 2019 4.40 28.78 25.28 1.81 5,236.98

Fund Holdings as on 31-December-2024

  • Trent Limited

  • Multi Commodity Exchange of India Limited

  • ICICI Bank Limited

  • Treps

  • Reliance Industries Limited

  • HDFC Bank Limited

  • PB Fintech Limited

  • Larsen & Toubro Limited

  • Bharat Electronics Limited

  • Ahluwalia Contracts (India) Limited

  • Power Finance Corporation Limited

  • Blue Star Limited

  • Kirloskar Pneumatic Co Limited

  • Aegis Logistics Limited

  • Power Mech Projects Limited

  • ABB India Limited

  • UltraTech Cement Limited

  • Aditya Birla Real Estate Limited

  • Time Technoplast Limited

  • Gokaldas Exports Limited

  • KEC International Limited

  • BSE Limited

  • State Bank of India

  • Amber Enterprises India Limited

  • Mangalore Chemicals & Fertilizers Limited

  • Epigral Limited

  • PNB Housing Finance Limited

  • Gujarat Fluorochemicals Limited

  • Indian Energy Exchange Limited

  • Suzlon Energy Limited

  • Brigade Enterprises Limited

  • Hindustan Aeronautics Limited

  • GE Vernova T&D India Limited

  • Indian Hume Pipe Company Limited

  • TVS Motor Company Limited

  • Sterling and Wilson Renewable Energy Limited

  • Bansal Wire Industries Ltd.

  • EIH Limited

  • Titan Company Limited

  • NCC Limited

  • HG Infra Engineering Limited

  • Hindalco Industries Limited

  • Jindal Stainless Limited

  • Rec Limited

  • Kajaria Ceramics Limited

  • Pitti Engineering Ltd.

  • Amara Raja Energy & Mobility Limited

  • Birla Corporation Limited

  • PNC Infratech Limited

  • Sundram Fasteners Limited

  • Cholamandalam Investment & Finance Company Limited

  • Motherson Sumi Wiring India Limited

  • Timken India Limited

  • Ganesha Ecosphere Limited

  • Bank of Baroda

  • Indo Count Industries Limited

  • IIFL Capital Services Limited

  • Hi-Tech Pipes Limited

  • Transformers And Rectifiers (India) Limited

  • Bharat Bijlee Limited

  • Net Current Assets (including cash & bank balances)

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  • Engineering - Construction

  • Bank - Private

  • Retailing

  • Finance - Stock Broking

  • Electric Equipment

  • Air Conditioners

  • Defence

  • Construction - Real Estate

  • Miscellaneous

  • Finance Term Lending

  • Refineries

  • Fintech

  • Steel & Iron Products

  • Diversified

  • Chemicals

  • Textile

  • Compressors / Pumps

  • Logistics

  • Bank - Public

  • Cement & Construction Materials

  • Plastic Products

  • Finance - Others

  • Fertilizers

  • Finance - Housing

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Hotel, Resort & Restaurants

  • Diamond & Jewellery

  • Metal - Non Ferrous

  • Ceramics/Marble/Granite/Sanitaryware

  • Engineering

  • Batteries

  • Fasteners

  • Finance - NBFC

  • Bearings

  • Textile - Manmade Fibres

  • Finance - Investment

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Fund Manager

Most Recent Dividend

  • 27/08/2024

  • 28/08/2023

  • 25/07/2022

  • 26/07/2021

  • 04/10/2019

  • 23/07/2018

  • 17/07/2017

  • 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 ₹1,035.50 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 ₹0.23(0.92%)yesterday to ₹24.8422.

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