loader2
Partner With Us NRI

Feb 07, 2023


Category

Equity

AUM (Cr.)

553.96

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.50

Sharpe Ratio

2.14

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.

Invest Now

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - HSBC Business Cycles Fund (G) -1.11 1.41 2.81 13.1 7.23 10.72
Benchmark - Crisil MIP Blended Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS -0.68 2.98 1.98 15.6 10.43 11.41
Category Rank 3/9 5/9 5/9 7/9 7/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India US Equity Opportunities Fund (G) 23.6556 2.09 -5.23 8.45 12.90 510.90 2.52 100.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 23.6556 2.09 -5.23 8.45 12.90 510.90 2.52 100.00 invest
ICICI Pru US Bluechip Equity Fund (G) 50.1200 1.87 8.83 14.24 16.14 2,121.37 2.23 5,000.00 invest
ICICI Pru US Bluechip Equity Fund (IDCW) 50.1200 1.87 8.83 14.24 16.14 2,121.37 2.23 5,000.00 invest
Franklin India Technology Fund - (IDCW) 33.6389 -89.69 -10.92 18.68 16.57 679.14 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 Dec 31, 2022 44.54 8.04 -16.50
Equity-HDFC Bank Dec 31, 2022 37.81 6.82 1.22
Equity-St Bk of India Dec 31, 2022 25.67 4.63 1.87
Equity-Larsen & Toubro Dec 31, 2022 22.90 4.13 0.53
Equity-Reliance Industr Dec 31, 2022 21.73 3.92 -6.74
Equity-Aegis Logistics Dec 31, 2022 16.24 2.93 6.94
Equity-A B B Dec 31, 2022 15.48 2.79 -10.59
Equity-Ratnamani Metals Dec 31, 2022 14.67 2.65 -30.86
Equity-Trent Dec 31, 2022 14.46 2.61 -8.18
Equity-Timken India Dec 31, 2022 14.00 2.53 -6.11

latest news

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

HSBC Mutual Fund has announced 25 January 2023 as the record date for decla...

Jan 23, 2023 10:57

HSBC MF Announces change in benchmark index under its schemes

HSBC Mutual Fund has announced change the benchmark index for the following...

Jan 10, 2023 08:12

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

HSBC Mutual Fund has announced 30 December 2022 as the record date for decl...

Dec 26, 2022 10:30

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

HSBC Mutual Fund has announced 26 December 2022 as the record date for decl...

Dec 21, 2022 07:55

HSBC MF Announces change in fund managers under its schemes

HSBC Mutual Fund has announced change in fund managers under the following ...

Dec 07, 2022 10:19

HSBC MF Announces change in benchmark index under its schemes

HSBC Mutual Fund has announced change the benchmark index for the following...

Nov 29, 2022 10:43

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