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HSBC Business Cycles Fund-Reg(G)

very highequity
36.34 0.14(0.38%) NAV as on 13 May 2024
1.65 % 1 M
41.78 % 1 Y
24.21 % 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND 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 ofbusiness cycles in the economy.

SCHEME DETAILS

Expenses Ratio :

2.40

As on 31 Mar, 2024
Age :

9 yrs 8 m

Since 20 08 ,2014
Exit Load :

1%

AUM :

833.40 Crs

Lock-in :

Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y

Investing Style :

Large Growth

Portfolio Price To Book Value :

8.7

Min. Investment :

SIP 500 & Lumpsum 5000

Scheme Benchmark :

S&P BSE SENSEX - TRI

Fund Manager :

Gautam Bhupal,Venugopal Manghat

LATEST ASSET & PORTFOLIO ALLOCATION

as on Apr 30 ,2024
Others 2.22 %
Equity 97.78 %

TOP HOLDINGS

ICICI Bank Ltd.5.87 %
Trent Ltd.5.66 %
Reliance Industries Ltd.4.77 %
Multi Commodity Exchange Of In...4.65 %
Larsen & Toubro Ltd.4.31 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Engineering - Construction15.02
Bank - Private9.15
Construction - Real Estate5.89
Retailing5.66
Steel & Iron Products5.16
See All Sectors

5-YEARS HISTORY

Financial Year2019-20202020-20212021-20222022-20232023-2024
NAV in Rs (as on 31-Mar-2024)10.7619.0222.7023.8734.29
Net Assets(Rs Crores) (as on 31-Mar-2024) 426.79 525.48 553.62 542.17 764.45
Scheme Returns(%)(Absolute)-29.9281.9617.774.2643.18
B'mark Returns(%)(Absolute)NANANANANA
Category Rank30/3512/4728/5711/6128/82

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

HSBC Business Cycles Fund-Reg(G)Very HighEquity36.340.14(0.38%)NAV As on 13 May, 202420-Aug-2014Inception Date833.40AUM In Cr.41.78%1Y24.21%3Y20.37%5Y14.17%Since Inception
Invesco India PSU Equity Fund(G)Very HighEquity58.02-0.09(-0.15%)NAV As on 13 May, 202418-Nov-2009Inception Date956.83AUM In Cr.81.71%1Y35.58%3Y28.65%5Y12.90%Since Inception
Quant Quantamental Fund-Reg(G)Very HighEquity22.68-0.06(-0.26%)NAV As on 13 May, 202430-Apr-2021Inception Date2,173.52AUM In Cr.59.05%1Y30.18%3YNA%5Y30.92%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity215.070.92(0.43%)NAV As on 13 May, 202421-Feb-2000Inception Date3,459.54AUM In Cr.68.25%1Y28.92%3Y24.88%5Y13.49%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity244.92-2.33(-0.94%)NAV As on 13 May, 202416-Apr-2004Inception Date3,279.66AUM In Cr.53.00%1Y28.15%3Y22.25%5Y17.26%Since Inception
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