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HSBC Business Cycles Fund - Regular Growth
HSBC Business Cycles Fund - Regular Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 20-08-2014
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
Gautam Bhupal, Sonal Gupta
Investment 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 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.
Benchmark
NIFTY 500 TRI
Expense Ratio
2.2% As on (31-10-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
1,161 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for HSBC Business Cycles Fund - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of HSBC Business Cycles Fund - Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HSBC Business Cycles Fund - Regular Growth | 13.82 | 0.83 | 2.52 | 1.13 | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.02 |
| Capital Goods | 20.3 |
| Consumer Services | 9.57 |
| Construction | 8.1 |
| Oil, Gas & Consumable Fuels | 5.14 |
| Consumer Durables | 4.85 |
| Chemicals | 3.99 |
| Automobile and Auto Components | 2.66 |
| Construction Materials | 2.6 |
| Textiles | 2.5 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| Treps | 6.78 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 5.66 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.14 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.92 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.2 |
| Hindustan Aeronautics Ltd | 2.57 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.47 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.31 |
| Swiggy Pvt Ltd | 2.25 |
| AHLUWALIA CONTRACTS INDIA LIMITED EQ NEW RS. 2/- | 2.25 |