Mutual Fund Research

HSBC Business Cycles Fund-Reg(G)

As on Mar-27-2023 change fund
23.29  up-0.10 (-0.41%)

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 year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 24-Mar-2023)15.2710.7619.0222.7023.38
Net Assets(Rs Crores) (as on 24-Mar-2023) 782.12 426.79 525.48 553.62 535.90
Scheme Returns(%)(Absolute)-7.53-29.9281.9617.772.12
B'mark Returns(%)(Absolute)NANANANANA
Category Rank28/2830/3512/4728/5712/60
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2022-2023-9.3415.431.48NA
2021-20227.8110.530.96-0.82
2020-202118.4810.9820.2911.81
2019-20204.42-5.313.09-30.88
2018-2019-5.71-7.724.443.29
Top 10 holdings
company (%)
HDFC Bank Ltd.6.93 
ICICI Bank Ltd.6.78 
State Bank Of India4.39 
Larsen & Toubro Ltd.4.32 
Reliance Industries Ltd.3.70 
ABB India Ltd.3.46 
Aegis Logistics Ltd.3.17 
Ratnamani Metals & Tubes Ltd.3.06 
Housing Development Finance Co...2.68 
Ultratech Cement Ltd.2.66 

Category

Thematic Fund

Launch Date

20-Aug-14

Scheme Benchmark

S&P BSE SENSEX - TRI

AUM ( in Cr.)

535.90

portfolio price to book value

5.28

investing style?

Large Growth

fund manager?

Ankur Arora,Venugopal Manghat

inception date (regular plan)

20-Aug-14

expense ratio (regular plan) %

2.53

Top 10 sectors
sectors (%)
Bank - Private15.25
Engineering - Construction11.89
Bank - Public8.33
Bearings5.12
Construction - Real Estate4.66
Engineering - Industrial Equipments4.11
Steel & Iron Products3.98
Cement & Construction Materials3.90
Logistics3.79
Refineries3.70

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

to go
  • 1M
  • 3M
  • 6M
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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-2014535.905.2928.817.34NA10.32
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-20197,644.1210.3640.04NANA16.93
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-2000657.487.4330.9410.2014.6111.26
Edelweiss Recently Listed IPO Fund-Reg(G)Large-Growth 22-Feb-2018859.99-15.3527.0910.37NA8.83
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19961,501.21-3.8626.9711.4014.2315.37
Nippon India Quant Fund(G)Large-Growth 18-Apr-200834.662.1326.4710.6211.689.82
Quantum India ESG Equity Fund-Reg(G)Large-Growth 12-Jul-201961.25-1.3725.75NANA13.10
SBI Magnum Equity ESG Fund-Reg(G)Large-Growth 01-Jan-19914,456.46-3.2423.3310.7412.9214.00
DSP Quant Fund-Reg(G)Large-Growth 10-Jun-20191,225.74-5.1921.22NANA11.28
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-2021439.4512.29NANANA15.06
Aditya Birla SL Business Cycle Fund-Reg(G)Large-Growth 03-Dec-20211,904.89-0.20NANANA-2.00
Baroda BNP Paribas Business Cycle Fund-Reg(G)Large-Growth 15-Sep-2021489.16-1.31NANANA-2.54
IIFL Quant Fund-Reg(G)Large-Growth 29-Nov-202161.43-2.46NANANA-2.12
Invesco India ESG Equity Fund-Reg(G)Large-Growth 20-Mar-2021608.76-9.87NANANA5.91
HDFC Business Cycle Fund-Reg(G)Large-Growth 30-Nov-20222,386.69NANANANA-5.55
Bandhan Transportation and Logistics Fund-Reg(G)Large-Growth 25-Oct-2022247.27NANANANA-4.09
Axis Business Cycles Fund-Reg(G)Large-Blend 22-Feb-20232,089.12NANANANA-1.60
Kotak Business Cycle Fund-Reg(G)Large-Growth 28-Sep-20222,234.95NANANANA-5.16
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