HSBC Business Cycles Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 20-08-2014 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.34% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 967.37 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 28% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
39.1508
0.3 (0.7727%)
13.65%
Benchmark: 12.33%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 9 Months
9 Years 10 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long term capital appreciation from a portfolio of 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.97 |
| Sharpe Ratio | 0.69 |
| Alpha | 4.7 |
| Beta | 1.11 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 10.8 | 26.57 | 19.34 | 28.32 | 12.05 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 12.24 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 12.11 | 37.41 | 26.76 | 32.4 | 14.76 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 11.76 | 28.96 | 21.47 | 32.98 | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 11.74 | 22.11 | 14.8 | 27.6 | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 11.24 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 11.11 | 25.38 | 17.74 | 27.18 | 12.73 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 11.03 | 20.82 | - | - | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 10.19 | - | - | - | - |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 8.27 | 23.76 | 12.63 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
41.04%
Others
2.77%
Large Cap
45.64%
Mid Cap
10.55%
