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

HSBC Business Cycles Fund - Regular Plan - Growth

Equity Equity Sectoral Thematic
Fund House : HSBC Mutual Fund
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI
NAV (as on 2025-06-03)
42.37 -0.16%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
2.30%
Expense Ratio (Direct)
1.23%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-05-27 ₹1,000.00 ₹1,004.16
0.42 %
Two Week 2025-05-19 ₹1,000.00 ₹1,005.05
0.50 %
1 Month 2025-05-05 ₹1,000.00 ₹1,057.85
5.79 %
Three Months 2025-03-05 ₹3,000.00 ₹3,355.41
11.85 %
Six Months 2024-12-05 ₹6,000.00 ₹6,406.85
6.78 %
One Year 2024-06-03 ₹12,000.00 ₹12,423.35
3.53 %
Three Year 2022-06-06 ₹36,000.00 ₹50,735.17
40.93 %
Five Year 2020-06-04 ₹60,000.00 ₹107,640.68
79.40 %
Ten Year 2015-06-08 ₹120,000.00 ₹292,099.14
143.42 %
Since Inception 2014-08-20 ₹132,000.00 ₹330,802.51
150.61 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Trent Limited Retailing Equity 6.55
ICICI Bank Limited Banks Equity 5.42
Reliance Industries Limited Petroleum Products Equity 4.28
Multi Commodity Exchange of India Limited Capital Markets Equity 4.24
Ahluwalia Contracts (India) Limited Construction Equity 4.08
Larsen & Toubro Limited Construction Equity 4.00
Bharat Electronics Limited Aerospace & Defense Equity 3.32
HDFC Bank Limited Banks Equity 3.28
Power Mech Projects Limited Construction Equity 2.95
ABB India Limited Electrical Equipment Equity 2.70
Aegis Logistics Limited Gas Equity 2.52
Kirloskar Pneumatic Co Limited Industrial Products Equity 2.51
UltraTech Cement Limited Cement & Cement Products Equity 2.44
Power Finance Corporation Limited Finance Equity 2.30
PB Fintech Limited Financial Technology (Fintech) Equity 2.27
Blue Star Limited Consumer Durables Equity 2.17
Century Textiles & Industries Limited Paper Forest & Jute Products Equity 2.14
State Bank of India Banks Equity 2.09
Gokaldas Exports Limited Textiles & Apparels Equity 1.78
Indian Hume Pipe Company Limited Industrial Manufacturing Equity 1.78
EIH Limited Leisure Services Equity 1.57
KEC International Limited Construction Equity 1.55
Sterling and Wilson Renewable Energy Limited Construction Equity 1.48
Mangalore Chemicals & Fertilizers Limited Fertilizers & Agrochemicals Equity 1.48
Time Technoplast Limited Industrial Products Equity 1.46
TVS Motor Company Limited Automobiles Equity 1.33
Brigade Enterprises Limited Realty Equity 1.32
NCC Limited Construction Equity 1.26
Birla Corporation Limited Cement & Cement Products Equity 1.23
REC Limited Finance Equity 1.13
Gujarat Fluorochemicals Limited Chemicals & Petrochemicals Equity 1.12
Kajaria Ceramics Limited Consumer Durables Equity 1.10
Amber Enterprises India Limited Consumer Durables Equity 1.07
Titan Company Limited Consumer Durables Equity 1.05
Timken India Limited Industrial Products Equity 1.05
PNC Infratech Limited Construction Equity 1.04
Hindalco Industries Limited Non - Ferrous Metals Equity 1.02
HG Infra Engineering Limited Construction Equity 1.01
APL Apollo Tubes Limited Industrial Products Equity 0.97
Canara Bank Banks Equity 0.96
Jindal Stainless Limited Ferrous Metals Equity 0.94
Sundram Fasteners Limited Auto Components Equity 0.90
Ratnamani Metals & Tubes Limited Industrial Products Equity 0.84
Bank of Baroda Banks Equity 0.80
Cholamandalam Investment & Finance Company Limited Finance Equity 0.79
Motherson Sumi Wiring India Limited Auto Components Equity 0.77
BSE Limited Capital Markets Equity 0.75
Bansal Wire Industries Ltd. Industrial Products Equity 0.74
Suzlon Energy Limited Electrical Equipment Equity 0.73
Mahindra Lifespace Developers Limited Realty Equity 0.55
Amara Raja Energy & Mobility Limited Auto Components Equity 0.51
Pitti Engineering Ltd. Industrial Manufacturing Equity 0.50
Container Corporation of India Limited Transport Services Equity 0.49
VRL Logistics Limited Transport Services Equity 0.49
Coal India Limited Consumable Fuels Equity 0.47
Hi-Tech Pipes Limited Industrial Products Equity 0.42
Transformers And Rectifiers (India) Limited Electrical Equipment Equity 0.25
Cash Equivalent Unknown Unknown 2.04
TREPS Unknown Unknown 1.29
Net Current Assets Unknown Unknown 0.75
SIP Calculator
Risk Ratios
Standard Deviation
14.23
Beta
0.94
Sharpe Ratio
1.25
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Gautam Bhupal (18 Years), Venugopal Manghat (28 Years), Sonal Gupta (16 Years),
  • Expense ration regular : 2.30
  • Expense ration direct : 1.23
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹500.00
  • Type : equity
Exit load
If the units redeemed or switched out are upto 10% of the units purchased or switched in 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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