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HSBC Business Cycles Fund-Reg(G)

very highequity
42.77 0.33(0.77%) NAV as on 07 May 2026
14.02 % 1 M
7.58 % 1 Y
18.99 % 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

expense_ration-icon Expenses Ratio :

2.24

As on 31 Mar, 2026
age-icon Age :

11 yrs 8 m

Since 20 08 ,2014
exit_load Exit Load :

1%

aum AUM :

1,149.12 Crs

lock_in Lock-in :

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

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

8.85

Min_Investment Min. Investment :

SIP 500 & Lumpsum 5000

Scheme_benchmark Scheme Benchmark :

NIFTY 500 - TRI

Fund_manager Fund Manager :

Gautam Bhupal

LATEST ASSET & PORTFOLIO ALLOCATION

as on Apr 30 ,2026
Others 1.66 %
Equity 98.34 %

TOP HOLDINGS

ICICI Bank Ltd.5.22 %
Reliance Industries Ltd.5.00 %
HDFC Bank Ltd.3.31 %
MTAR Technologies Ltd.3.31 %
Multi Commodity Exchange Of In...3.26 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private12.46
Engineering - Construction5.56
Finance - Asset Management5.15
Refineries5.00
Defence4.94
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 31-Mar-2026)22.7023.8734.2938.9135.75
Net Assets(Rs Crores) (as on 31-Mar-2026) 553.62 542.17 764.45 967.37 976.62
Scheme Returns(%)(Absolute)17.774.2643.1811.17-7.52
B'mark Returns(%)(Absolute)NANANANANA
Category Rank28/5711/6128/828/119111/133

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 HighEquity42.770.33(0.77%)NAV As on 07 May, 202620-Aug-2014Inception Date1,149.12AUM In Cr.7.58%1Y18.99%3Y17.58%5Y13.20%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity68.970.44(0.64%)NAV As on 07 May, 202618-Nov-2009Inception Date1,334.55AUM In Cr.16.58%1Y28.88%3Y24.75%5Y12.43%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity254.982.33(0.92%)NAV As on 07 May, 202621-Feb-2000Inception Date7,577.93AUM In Cr.7.22%1Y26.65%3Y20.44%5Y13.14%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity283.323.46(1.24%)NAV As on 07 May, 202616-Apr-2004Inception Date3,810.93AUM In Cr.14.71%1Y22.39%3Y19.80%5Y16.36%Since Inception