Mutual Fund Research

HSBC Business Cycles Fund-Reg(G)

As on Jun-14-2024 change fund
40.95  up0.54 (1.34%)

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.

riskometer

Investors understand that their principal will be at very high risk

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
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2023-202413.335.8410.558.30
2022-2023-9.3415.431.48-0.96
2021-20227.8110.530.96-0.82
2020-202118.4810.9820.2911.81
2019-20204.42-5.313.09-30.88
Top 10 holdings
company (%)
Trent Ltd.5.70 
ICICI Bank Ltd.5.57 
Reliance Industries Ltd.4.53 
Larsen & Toubro Ltd.4.28 
Multi Commodity Exchange Of In...4.00 
Ahluwalia Contracts (India) Ltd.3.76 
Bharat Electronics Ltd.3.46 
HDFC Bank Ltd.3.22 
ABB India Ltd.3.17 
Kirloskar Pneumatic Company Ltd.2.52 

Category

Thematic Fund

Launch Date

20-Aug-14

Scheme Benchmark

BSE SENSEX - TRI

AUM ( in Cr.)

856.13

portfolio price to book value

9.14

investing style?

Large Growth

fund manager?

Gautam Bhupal,Venugopal Manghat

inception date (regular plan)

20-Aug-14

expense ratio (regular plan) %

2.35

Top 10 sectors
sectors (%)
Engineering - Construction15.33
Bank - Private8.78
Construction - Real Estate6.11
Retailing5.70
Steel & Iron Products5.16
Refineries4.53
Bank - Public4.53
Finance - Stock Broking4.00
Electric Equipment3.98
Logistics3.74

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

to go
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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-2014856.1352.4526.1021.00NA15.43
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,137.5999.1239.6230.4018.8113.99
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20194,711.1895.6039.31NANA32.90
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20212,408.6064.0232.61NANA33.54
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20003,933.3673.2230.1825.9218.7913.91
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,435.0563.0429.7824.4316.8917.85
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201919,792.2347.0027.6924.41NA23.82
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009180.6947.1617.6820.1714.8518.17
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19962,566.5931.4217.4920.3214.7316.27
SBI ESG Exclusionary Strategy Fund-Reg(G)Large-Growth 01-Jan-19915,534.2530.4615.8615.9014.0014.76
Edelweiss Recently Listed IPO Fund-Reg(G)Large-Growth 22-Feb-2018890.5539.3915.0522.69NA15.88
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-201976.5428.4513.54NANA18.20
DSP Quant Fund-Reg(G)Large-Growth 10-Jun-20191,132.4123.1111.0215.89NA15.46
HDFC Defence Fund-Reg(G)Large-Growth 02-Jun-20233,232.88130.27NANANA124.67
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021236.1963.09NANANA27.88
Kotak Business Cycle Fund-Reg(G)Large-Growth 28-Sep-20222,470.5136.42NANANA25.29
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,193.03NANANANA38.80
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20231,560.73NANANANA38.22
Baroda BNP Paribas Innovation Fund-Reg(G)Large-Growth 05-Mar-20241,019.37NANANANA16.47
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,374.49NANANANA23.10
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023768.17NANANANA37.80
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023654.11NANANANA26.50
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-2023877.71NANANANA42.72
Bandhan Innovation Fund-Reg(G)Large-Growth 30-Apr-2024767.76NANANANA8.06
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