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HSBC Business Cycles Fund - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-18)
43.94 -0.67%
AUM (Fund Size)
N/A
Expense Ratio
2.30%
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
Risk
N/A
AMC
HSBC Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,006.84
0.68 %
Two Week 2025-07-03 ₹1,000.00 ₹985.96
-1.40 %
One Month 2025-06-18 ₹1,000.00 ₹1,021.70
2.17 %
Three Months 2025-04-21 ₹3,000.00 ₹3,158.97
5.30 %
Six Months 2025-01-20 ₹6,000.00 ₹6,609.97
10.17 %
One Year 2024-07-18 ₹12,000.00 ₹12,820.40
6.84 %
Three Year 2022-07-19 ₹36,000.00 ₹51,292.02
42.48 %
Five Year 2020-07-20 ₹60,000.00 ₹106,904.17
78.17 %
Ten Year 2015-07-21 ₹120,000.00 ₹299,158.19
149.30 %
Since Inception 2014-08-20 ₹133,000.00 ₹344,052.24
158.69 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 65%
Debt 3%
Others N/A

Sectors Holding in HSBC Business Cycles Fund - Regular Plan - Growth

Banks
12%
Petroleum Products
5%
Capital Markets
7%
Retailing
7%
Construction
7%
Financial Technology (Fintech)
2%
Aerospace & Defense
4%
Finance
3%
Fertilizers & Agrochemicals
2%
Cement & Cement Products
2%
Industrial Products
2%
Electrical Equipment
3%
Paper Forest & Jute Products
1%
Consumer Durables
2%
Textiles & Apparels
1%
Industrial Manufacturing
1%
Automobiles
1%
Chemicals & Petrochemicals
2%
Leisure Services
1%
Realty
0%
Non - Ferrous Metals
0%
Gas
0%
Auto Components
0%
Other
3%

Companies Holding in HSBC Business Cycles Fund - Regular Plan - Growth

ICICI Bank Limited
5.70%
Reliance Industries Limited
5.30%
Multi Commodity Exchange Of India Limited
5.24%
Trent Limited
5.01%
HDFC Bank Limited
4.45%
Power Mech Projects Limited
2.62%
Ahluwalia Contracts (India) Limited
2.48%
PB Fintech Limited
2.44%
Bharat Electronics Limited
2.41%
Power Finance Corporation Limited
2.27%
Larsen & Toubro Limited
2.27%
Mangalore Chemicals & Fertilizers Limited
2.24%
Hindustan Aeronautics Limited
2.23%
Kotak Mahindra Bank Limited
2.12%
UltraTech Cement Limited
2.04%
Swiggy Limited
1.97%
Kirloskar Pneumatic Co Limited
1.87%
ABB India Limited
1.81%
Aditya Birla Real Estate Limited
1.76%
State Bank Of India
1.72%
Blue Star Limited
1.70%
BSE Limited
1.66%
Gokaldas Exports Limited
1.62%
Indian Energy Exchange Limited
1.61%
PNB Housing Finance Limited
1.50%
Time Technoplast Limited
1.44%
ETERNAL Limited
1.42%
Amber Enterprises India Limited
1.42%
Suzlon Energy Limited
1.35%
Indian Hume Pipe Company Limited
1.32%
TVS Motor Company Limited
1.29%
Epigral Limited
1.26%
KEC International Limited
1.23%
GE Vernova T&D India Limited
1.23%
TBO Tek Limited
1.12%
Gujarat Fluorochemicals Limited
1.04%
Titan Company Limited
0.96%
EIH Limited
0.90%
Brigade Enterprises Limited
0.87%
Hindalco Industries Limited
0.85%
Indo Count Industries Limited
0.85%
Bansal Wire Industries Ltd.
0.84%
Cholamandalam Investment & Finance Company Limited
0.79%
Birla Corporation Limited
0.72%
NCC Limited
0.72%
Aegis Logistics Limited
0.70%
Kajaria Ceramics Limited
0.68%
Sterling And Wilson Renewable Energy Limited
0.67%
Rec Limited
0.62%
HG Infra Engineering Limited
0.62%
Amara Raja Energy & Mobility Limited
0.57%
Jyoti CNC Automation Limited
0.56%
Pitti Engineering Ltd.
0.54%
Motherson Sumi Wiring India Limited
0.54%
PNC Infratech Limited
0.53%
Timken India Limited
0.52%
Bank Of Baroda
0.50%
PG Electroplast Limited
0.48%
IIFL Capital Services Limited
0.42%
Ganesha Ecosphere Limited
0.37%
Transformers And Rectifiers (India) Limited
0.30%
Bharat Bijlee Limited
0.24%
Hi-Tech Pipes Limited
0.23%
Treps
3.34%
Net Current Assets (including Cash & Bank Balances)
-0.09%

Risk Ratios

Std. Deviation 14.23
Beta 0.94
Sharpe Ratio 1.25
Lock In Period N/A
Residual Maturity N/A

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

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
2.30
Expense Ratio Direct
1.23
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Gautam Bhupal
18 Years Experience
Venugopal Manghat
28 Years Experience
Sonal Gupta
16 Years Experience

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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