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Open ICICI 3-in-1 Account
Open ICICI 3-in-1 Account

May 15, 2025

Category

Equity

AUM (Cr.)

967.37

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.29

Sharpe Ratio

3.18

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) 7.2 1.01 11.65 27.14 29.82 14.2
Benchmark - Crisil MIP Blended Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 6.56 1.03 9.68 22.19 26.48 12.36
Category Rank 4/10 5/10 7/10 7/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) 13.3600 1.91 2.06 0.00 0.00 1,343.85 2.17 500.00 invest
Aditya Birla SL Transportation and Logistics Fund-Reg (G) 13.3600 1.91 2.06 0.00 0.00 1,343.85 2.17 500.00 invest
Kotak Transportation & Logistics Fund - Reg (IDCW) 9.9760 1.89 0.00 0.00 0.00 359.76 2.41 100.00 invest
Kotak Transportation & Logistics Fund - Reg (G) 9.9750 1.88 0.00 0.00 0.00 359.76 2.41 100.00 invest
Motilal Oswal Business Cycle Fund - Regular (G) 12.0399 -0.09 0.00 0.00 0.00 1,751.58 2.05 500.00 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 Apr 30, 2025 60.65 6.08 5.83
Equity-Reliance Industr Apr 30, 2025 56.44 5.66 10.19
Equity-Multi Comm. Exc. Apr 30, 2025 52.46 5.26 4.72
Equity-Trent Apr 30, 2025 49.49 4.96 -2.87
Equity-HDFC Bank Apr 30, 2025 47.51 4.76 5.29
Reverse Repo-TREPS Apr 30, 2025 38.48 3.86 40.74
Equity-Power Fin.Corpn. Apr 30, 2025 24.57 2.46 -1.65
Equity-Kotak Mah. Bank Apr 30, 2025 24.36 2.44 1.70
Equity-PB Fintech. Apr 30, 2025 24.25 2.43 2.24
Equity-Power Mech Proj. Apr 30, 2025 23.78 2.38 -3.62

latest news

HSBC MF announces change in Fund Manager of the following schemes

HSBC Mutual Fund has announced change in Fund Manager of the following sche...

Mar 31, 2025 12:09

HSBC Mutual Fund announces Income Distribution cum capital withdrawal (IDCW)

HSBC Mutual Fund has announced 25 March 2025 as the record date for declara...

Mar 24, 2025 09:24

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

HSBC Mutual Fund has announced 21 March 2025 as the record date for declara...

Mar 19, 2025 09:57

HSBC MF announces change in Fund Manager of the following schemes

HSBC Mutual Fund has announced change in Fund Manager of the following sche...

Feb 04, 2025 14:13

HSBC Mutual Fund announces Income Distribution cum capital withdrawal (IDCW)

HSBC Mutual Fund has announced 27 January 2025 as the record date for decla...

Jan 27, 2025 16:20

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

HSBC Mutual Fund has announced 26 December 2024 as the record date for decl...

Dec 24, 2024 13:48

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 : 022 66145000
Fax No. : 022-49146033
Email : investor.line:mutualfunds.hsbc.co.in
Website : www.assetmanagement.hsbc.co.in