Mutual Fund Research

HSBC Business Cycles Fund-Reg(G)

As on Dec-11-2023 change fund
31.37  up0.20 (0.63%)

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.


Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 31-Mar-2023)15.2710.7619.0222.7023.87
Net Assets(Rs Crores) (as on 31-Mar-2023) 782.12 426.79 525.48 553.62 542.17
Scheme Returns(%)(Absolute)-7.53-29.9281.9617.774.26
B'mark Returns(%)(Absolute)NANANANANA
Category Rank28/2830/3512/4728/5711/61
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
ICICI Bank Ltd.5.89 
Larsen & Toubro Ltd.4.60 
Multi Commodity Exchange Of In...4.46 
Trent Ltd.4.42 
HDFC Bank Ltd.4.15 
Reliance Industries Ltd.3.87 
State Bank Of India3.76 
Ahluwalia Contracts (India) Ltd.3.33 
Ratnamani Metals & Tubes Ltd.2.82 
Power Mech Projects Ltd.2.80 


Thematic Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Large Growth

fund manager?

Gautam Bhupal,Venugopal Manghat

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Engineering - Construction13.64
Bank - Private12.91
Construction - Real Estate6.11
Bank - Public5.83
Steel & Iron Products5.03
Finance - Stock Broking4.46
Engineering - Industrial Equipments3.66

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

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
HSBC Business Cycles Fund-Reg(G)Large-Growth 20-Aug-2014675.0926.6123.8517.27NA13.06
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201913,802.7030.5933.01NANA22.10
Invesco India PSU Equity Fund(G)Large-Blend 18-Nov-2009586.5942.4832.0523.6018.1911.31
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20001,786.3641.9825.8320.9817.8912.81
Edelweiss Recently Listed IPO Fund-Reg(G)Large-Growth 22-Feb-2018943.2028.3019.8520.98NA14.63
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19962,037.2716.3919.5817.1515.0615.86
SBI Magnum Equity ESG Fund-Reg(G)Large-Growth 01-Jan-19915,199.5116.6216.9815.2914.6914.52
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009125.7319.0516.9116.0614.7617.15
Quantum India ESG Equity Fund-Reg(G)Large-Growth 12-Jul-201975.7516.8415.61NANA16.77
DSP Quant Fund-Reg(G)Large-Growth 10-Jun-20191,262.7212.1512.35NANA14.55
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-202174.0435.06NANANA19.77
Bandhan Transportation and Logistics Fund-Reg(G)Large-Growth 25-Oct-2022363.8032.88NANANA30.06
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,228.4531.35NANANA26.23
HDFC Business Cycle Fund-Reg(G)Large-Growth 30-Nov-20222,846.1222.69NANANA22.23
Baroda BNP Paribas Business Cycle Fund-Reg(G)Large-Growth 15-Sep-2021387.8222.68NANANA11.38
Kotak Business Cycle Fund-Reg(G)Large-Growth 28-Sep-20222,433.5516.68NANANA16.55
Aditya Birla SL Business Cycle Fund-Reg(G)Large-Growth 03-Dec-20211,506.2612.92NANANA10.11
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20231,072.41NANANANA9.22
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-2023520.22NANANANA9.28
Axis Business Cycles Fund-Reg(G)Large-Growth 22-Feb-20232,627.85NANANANA29.50
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023549.09NANANANA3.90
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023476.94NANANANA19.40
UTI Innovation Fund-Reg(G)Large-Growth 13-Oct-2023511.21NANANANA3.65
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