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Partner With Us NRI

Dec 04, 2023

Category

Equity

AUM (Cr.)

620.38

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.43

Sharpe Ratio

13.66

Beta Ratio

0.00

Fund Manager

Venugopal Manghat

Inception Date

Aug 20, 2014

Risk Level

Very High

Investment Objective

To seek to generate long-term capital appreciation from a diversified 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 of business cycles in the economy.

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Crisil MIP Blended Index

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - HSBC Business Cycles Fund (G) 10.2 18.03 24.31 23.39 16.17 12.92
Benchmark - Crisil MIP Blended Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 8.59 20.04 23.01 22.1 17.55 15.33
Category Rank 7/8 7/8 7/8 7/8 6/8 8/8
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Taurus Banking & Financial Services Fund (IDCW) 39.5100 3.24 11.33 15.64 13.80 9.27 2.44 500.00 invest
Taurus Banking & Financial Services Fund (G) 44.1300 3.23 11.33 15.64 13.78 9.27 2.44 500.00 invest
ICICI Pru PSU Equity Fund (IDCW) 14.5900 3.11 37.77 0.00 0.00 1,504.29 2.10 5,000.00 invest
ICICI Pru PSU Equity Fund (G) 14.5900 3.11 37.77 0.00 0.00 1,504.29 2.10 5,000.00 invest
Franklin India Technology Fund - (IDCW) 41.0872 -90.64 33.88 18.62 21.57 963.53 0.00 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-ICICI Bank Oct 31, 2023 38.90 6.27 -3.84
Equity-Larsen & Toubro Oct 31, 2023 29.27 4.72 -3.13
Equity-HDFC Bank Oct 31, 2023 26.55 4.28 -21.44
Equity-St Bk of India Oct 31, 2023 25.45 4.10 -5.51
Equity-Reliance Industr Oct 31, 2023 25.17 4.06 -2.43
Equity-Trent Oct 31, 2023 23.06 3.72 3.58
Equity-Multi Comm. Exc. Oct 31, 2023 21.98 3.54 23.69
Equity-Ahluwalia Contr. Oct 31, 2023 18.68 3.01 -3.41
Equity-A B B Oct 31, 2023 17.55 2.83 -7.92
Equity-UltraTech Cem. Oct 31, 2023 16.51 2.66 2.03

latest news

HSBC MF Announces change in scheme name

HSBC Mutual Fund has announced change in scheme name under the following sc...

Oct 25, 2023 13:55

HSBC Mutual Fund Announces change in minimum investment amount for Systematic Investment Plan (SIP)

HSBC Mutual Fund Announces that the minimum investment amount for Systemati...

Oct 11, 2023 11:58

HSBC Arbitrage Fund Announces Income Distribution cum capital withdrawal (IDCW)

HSBC Mutual Fund has announced 29 September 2023 as the record date for dec...

Sep 27, 2023 09:45

HSBC Mutual Fund Announces Appointment of Key Personnel

HSBC Mutual Fund has announced that Ms. Mittal Shah has been appointed as S...

Sep 21, 2023 10:33

HSBC Mutual Fund Announces Change in Potential Risk Class (PRC) & Benchmark under its Two schemes

HSBC Mutual Fund has announced that the Potential Risk Class (PRC) & Benchm...

Sep 04, 2023 10:27

HSBC MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

HSBC Mutual Fund has announced 25 August 2023 as the record date for declar...

Aug 24, 2023 09:41

SCHEME DETAILS

AMC Name : HSBC Mutual Fund
Fund Name : HSBC Business Cycles Fund (G)
Contact Persone : Venugopal Manghat
Registered Address : 9-11 Floors, NESCO IT Park,Building no 3, Western ExpressHighway, Goregaon(East) Mumbai-400063
Telephone No : 66145000
Fax No. : 022-49146033
Email : hsbcmf:camsonline.com
Website : www.assetmanagement.hsbc.co.in