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Home Mf Research Hsbc Business Cycles Fund Regular Plan Growth
HSBC Mutual Fund

Mutual Fund Research

HSBC Business Cycles Fund - Regular Plan - Growth

HSBC Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

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Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,022.09 +2.21%
Two Week 2026-10-19 ₹1,000.00 ₹992.87 -0.71%
One Month 2026-10-05 ₹1,000.00 ₹975.27 -2.47%
Three Months 2026-08-05 ₹3,000.00 ₹2,867.55 -4.41%
Six Months 2026-05-07 ₹6,000.00 ₹5,844.01 -2.60%
One Year 2025-11-03 ₹12,000.00 ₹12,046.96 +0.39%
Three Year 2023-11-06 ₹36,000.00 ₹37,872.60 +5.20%
Five Year 2021-11-08 ₹60,000.00 ₹79,441.32 +32.40%
Ten Year 2016-11-07 ₹120,000.00 ₹243,111.12 +102.59%
Since Inception 2014-08-20 ₹149,000.00 ₹341,284.02 +129.05%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 14.54%
Capital Markets 10.87%
Electrical Equipment 8.81%
Retailing 8.02%
Industrial Products 6.37%
Construction 5.01%
Finance 4.81%
Aerospace & Defense 4.75%
Transport Services 4.53%
Consumer Durables 4.29%
Industrial Manufacturing 3.87%
Automobiles 2.76%
Textiles & Apparels 2.63%
Petroleum Products 2.58%
Financial Technology (Fintech) 2.27%
Telecom - Equipment & Accessories 2.18%
Other 1.88%
Auto Components 1.83%
Cement & Cement Products 1.82%
Fertilizers & Agrochemicals 1.70%
Chemicals & Petrochemicals 1.18%
Agricultural, Commercial & Construction Vehicles 0.89%
Realty 0.85%
Leisure Services 0.72%
Ferrous Metals 0.53%
Commercial Services & Supplies 0.31%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Limited 5.33%
Mtar Technologies Limited 3.90%
InterGlobe Aviation Limited 3.38%
HDFC Bank Limited 2.97%
Reliance Industries Limited 2.58%
Hindustan Aeronautics Limited 2.53%
RBL Bank Limited 2.43%
ICICI Prudential AMC Ltd 2.26%
Bharat Electronics Limited 2.22%
Larsen & Toubro Limited 2.12%
GE Vernova T&D India Limited 2.10%
Kotak Mahindra Bank Limited 1.95%
State Bank of India 1.86%
APL Apollo Tubes Limited 1.86%
PNB Housing Finance Limited 1.85%
Multi Commodity Exchange of India Ltd. 1.85%
ELECTRONICS MART INDIA LIMITED 1.83%
UltraTech Cement Limited 1.82%
Eternal Limited 1.74%
TVS Motor Company Limited 1.74%
PARADEEP PHOSPHATES LIMITED 1.70%
Motilal Oswal Financial Services Limited 1.69%
Jyoti Cnc Automation Ltd 1.63%
Dhoot Transmission Limited 1.45%
Sterlite Technologies Limited 1.42%
SWIGGY LIMITED 1.35%
Piramal Finance Ltd 1.30%
ABB India Limited 1.30%
AHLUWALIA CONTRACTS (INDIA) LTD 1.28%
R R Kabel Limited 1.28%
Time Technoplast Limited 1.27%
INDO COUNT INDUSTRIES LIMITED 1.22%
Canara Robeco Mutual Fund 1.21%
Prudent Corporate Advisory Services Ltd 1.19%
Pine Labs Limited 1.19%
Gujarat Fluorochemicals Limited 1.18%
Meesho Limited 1.16%
Shadowfax Technologies Limited 1.15%
FSN E-Commerce Ventures Limited 1.14%
Amber Enterprises India Limited 1.13%
Titan Company Limited 1.13%
BLUE STAR LTD 1.13%
POWER MECH PROJECTS LIMITED 1.12%
TITAGARH RAIL SYSTEMS LIMITED 1.12%
Billionbrains Garage Ventures Ltd. 1.10%
Nippon Life India Asset Management Ltd 1.09%
PB Fintech Limited 1.08%
Gokaldas Exports Limited 1.03%
MOLD-TEK PAKAGING LIMITED 1.02%
Maruti Suzuki India Limited 1.02%
PTC INDUSTRIES LIMITED 0.94%
Home First Finance Company India Limited 0.93%
Wakefit Innovations Limited 0.90%
Tata Motors Limited 0.89%
Sobha Limited 0.85%
Lenskart Solutions Limited 0.80%
OPTIEMUS INFRACOM LIMITED 0.76%
Cholamandalam Invest & Finance Co Ltd 0.73%
Devyani International Limited 0.72%
Diamond Power Infrastructure Limited 0.68%
Pitti Engineering Limited 0.57%
Aditya Infotech Limited 0.55%
JSW Steel Limited 0.53%
APAR INDUSTRIES LTD 0.51%
INDIAN HUME PIPE COMPANY LIMITED 0.49%
HDFC Asset Management Company Limited 0.48%
Amara Raja Energy & Mobility Limited 0.38%
Ganesha Ecosphere Ltd. 0.38%
Bharat Bijlee Ltd. 0.32%
Awfis Space Solutions Limited 0.31%
Treps 2.00%
Net Current Assets (including cash & bank balances) -0.12%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
20.57%
Return volatility
β
Beta
1.15
Benchmark sensitivity
S
Sharpe Ratio
0.51
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.30% 18.34% 15.87%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from HSBC Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
HSBC Global Emerging Markets Fund - Regular Plan - Growth 16.80% 24.23% 6.15%
HSBC Asia Pacific(Ex Japan)DIV Yieldfund - Regular Plan - Growth 16.60% 23.63% 9.97%
HSBC India Export Opportunities Fund - Regular Plan - Growth 14.26% 0.00% 6.66%
HSBC Midcap Fund - Regular Plan - Growth 9.87% 19.84% 18.58%
HSBC Liquid Fund - Regular Plan - Growth 6.34% 6.79% 6.08%
HSBC Liquid Fund - Regular Plan - Growth 6.34% 6.79% 6.73%
HSBC Ultra Short Term Fund - Regular Plan - Growth 6.20% 6.91% 5.84%
HSBC Arbitrage Fund - Regular Plan - Growth 6.18% 6.54% 5.99%
HSBC Money Market Fund - Regular Plan - Growth 6.12% 7.00% 5.08%
HSBC Equity Savings Fund - Regular Plan - Growth 6.01% 11.85% 8.96%

Returns are historical and do not guarantee future performance.

View All HSBC Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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 of business cycles in the economy. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.32%
Expense Ratio (Direct)
1.12%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

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
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