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Open ICICI 3-in-1 Account

Apr 13, 2026

Category Equity
AUM (Cr.) 976.62
Exit Load (%) 0.00
Min Inv Lumpsum 5,000
Expense Ratio 2.21
Sharpe Ratio -3.57
Beta Ratio 0.00
Fund Manager Gautam Bhupal
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 Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - HSBC Business Cycles Fund (IDCW) 5.91 -7.16 4.99 17.57 16.13 12.4
Benchmark - Crisil MIP Blended Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 4.27 -3.93 10 17.41 15.11 8.2
Category Rank 4/10 4/10 2/10 6/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru US Bluechip Equity Fund (IDCW) 71.7900 2.57 29.17 14.02 10.54 3,481.28 1.97 5,000.00 invest
ICICI Pru US Bluechip Equity Fund (G) 71.8000 2.57 29.18 14.03 10.54 3,481.28 1.97 5,000.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 37.3170 2.31 17.45 17.78 8.69 679.11 2.38 100.00 invest
Nippon India US Equity Opportunities Fund (G) 37.3170 2.31 17.45 17.78 8.69 679.11 2.38 100.00 invest
HDFC Transportation and Logistics Fund - Reg (G) 16.7650 -2.12 24.80 0.00 0.00 1,497.28 2.12 100.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - HSBC Business Cycles Fund (IDCW) 5.91 -7.16 4.99 17.57 16.13 12.4
Benchmark - Crisil MIP Blended Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 4.27 -3.93 10 17.41 15.11 8.2
Category Rank 4/10 4/10 2/10 6/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru US Bluechip Equity Fund (IDCW) 71.7900 2.57 29.17 14.02 10.54 3,481.28 1.97 5,000.00 invest
ICICI Pru US Bluechip Equity Fund (G) 71.8000 2.57 29.18 14.03 10.54 3,481.28 1.97 5,000.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 37.3170 2.31 17.45 17.78 8.69 679.11 2.38 100.00 invest
Nippon India US Equity Opportunities Fund (G) 37.3170 2.31 17.45 17.78 8.69 679.11 2.38 100.00 invest
HDFC Transportation and Logistics Fund - Reg (G) 16.7650 -2.12 24.80 0.00 0.00 1,497.28 2.12 100.00 invest

Asset Allocation

Asset Legend Asset 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-Reliance Industr Mar 31, 2026 53.98 5.53 -3.59
Equity-SBI Mar 31, 2026 22.41 2.29 -18.50
Equity-Larsen & Toubro Mar 31, 2026 23.30 2.39 -18.10
Equity-Bharat Electron Mar 31, 2026 27.02 2.77 -9.91
Equity-ICICI Bank Mar 31, 2026 51.25 5.25 -12.55
Equity-HDFC Bank Mar 31, 2026 36.11 3.70 -17.59
Equity-Power Fin.Corpn. Mar 31, 2026 22.89 2.34 -8.29
Equity-ICICI AMC Mar 31, 2026 23.84 2.44 -9.98
Equity-Multi Comm. Exc. Mar 31, 2026 30.11 3.08 -12.61
Reverse Repo-TREPS Mar 31, 2026 29.12 2.98 -2.55

latest news

SCHEME DETAILS

AMC Name
HSBC Mutual Fund
Fund Name
HSBC Business Cycles Fund (IDCW)
Contact Person
Gautam Bhupal
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