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Open ICICI 3-in-1 Account

Apr 02, 2026

Category Equity
AUM (Cr.) 1,101.49
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 (G) -7.65 -12.88 -5.62 15.54 13.82 11.87
Benchmark - Crisil MIP Blended Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - HSBC Business Cycles Fund (G) -7.65 -12.88 -5.62 15.54 13.82 11.87
Benchmark - Crisil MIP Blended Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 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 Feb 28, 2026 58.60 5.32 1.76
Equity-Reliance Industr Feb 28, 2026 55.99 5.08 -0.11
Equity-HDFC Bank Feb 28, 2026 43.82 3.98 -4.47
Equity-Multi Comm. Exc. Feb 28, 2026 34.45 3.13 -29.39
Equity-Bharat Electron Feb 28, 2026 29.99 2.72 -0.96
Reverse Repo-TREPS Feb 28, 2026 29.88 2.71 -24.31
Equity-Larsen & Toubro Feb 28, 2026 28.45 2.58 8.80
Equity-SBI Feb 28, 2026 27.49 2.50 11.56
Equity-ICICI AMC Feb 28, 2026 26.48 2.40 4.69
Equity-Hind.Aeronautics Feb 28, 2026 24.97 2.27 -15.29

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