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Open ICICI 3-in-1 Account

Jul 20, 2026

Category Equity
AUM (Cr.) 1,182.69
Exit Load (%) 0.00
Min Inv Lumpsum 5,000
Expense Ratio 2.33
Sharpe Ratio -0.82
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

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - HSBC Business Cycles Fund (G) -0.96 7.15 -2.92 14.97 15.44 12.94
Benchmark - Crisil MIP Blended Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 1.39 6.96 5.22 15.15 13.76 11.08
Category Rank 4/10 4/10 3/10 4/10 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 Pharma & Healthcare Fund (G) 36.0200 1.49 15.56 21.99 13.48 1,010.54 2.28 1,000.00 invest
Aditya Birla SL Pharma & Healthcare Fund (IDCW) 23.7900 1.49 15.57 22.62 13.83 1,010.54 2.28 1,000.00 invest
PGIM India Healthcare Fund - Regular (G) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
PGIM India Healthcare Fund - Regular (IDCW) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 29.4550 -2.11 118.83 47.36 0.00 1,191.72 2.60 500.00 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-ICICI Bank Jun 30, 2026 65.32 5.52 9.46
Equity-MTAR Technologie Jun 30, 2026 44.88 3.80 -3.29
Reverse Repo-TREPS Jun 30, 2026 42.77 3.62 52.19
Equity-HDFC Bank Jun 30, 2026 39.39 3.33 7.17
Equity-Reliance Industr Jun 30, 2026 33.21 2.81 -2.07
Equity-Interglobe Aviat Jun 30, 2026 29.53 2.50 48.95
Equity-GE Vernova T&D Jun 30, 2026 29.17 2.47 -3.97
Equity-ICICI AMC Jun 30, 2026 28.25 2.39 -6.19
Equity-Hind.Aeronautics Jun 30, 2026 27.95 2.36 1.80
Equity-Bharat Electron Jun 30, 2026 27.77 2.35 0.26

latest news

SCHEME DETAILS

AMC Name
HSBC Mutual Fund
Fund Name
HSBC Business Cycles Fund (G)
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