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Dec 17, 2025


Category

Equity

AUM (Cr.)

1,152.07

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.20

Sharpe Ratio

-0.10

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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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 (IDCW) -3.93 -4.45 -8.22 18.94 19.68 13.15
Benchmark - Crisil MIP Blended Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS -2.34 2.61 0.22 18.07 18.21 11.21
Category Rank 6/10 4/10 5/10 6/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Invesco India Technology Fund - Regular (IDCW) 10.0300 0.50 -7.64 0.00 0.00 339.23 2.41 1,000.00 invest
Invesco India Technology Fund - Regular (G) 10.0300 0.50 -7.64 0.00 0.00 339.23 2.41 1,000.00 invest
Aditya Birla SL PSU Equity Fund (G) 33.6300 0.36 1.79 24.68 27.38 5,627.47 1.79 500.00 invest
Aditya Birla SL PSU Equity Fund (IDCW) 25.6800 0.35 1.78 24.68 27.38 5,627.47 1.79 500.00 invest
Aditya Birla SL International Equity Fund (G) 45.7150 -1.90 31.60 16.04 11.68 273.54 2.55 1,000.00 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-Multi Comm. Exc. Nov 30, 2025 71.62 6.22 8.98
Reverse Repo-TREPS Nov 30, 2025 67.93 5.90 -13.67
Equity-Reliance Industr Nov 30, 2025 62.97 5.47 5.46
Equity-ICICI Bank Nov 30, 2025 59.02 5.12 3.23
Equity-HDFC Bank Nov 30, 2025 49.74 4.32 2.06
Equity-Hind.Aeronautics Nov 30, 2025 28.98 2.52 -2.94
Equity-Bharat Electron Nov 30, 2025 27.76 2.41 -3.37
Equity-Ahluwalia Contr. Nov 30, 2025 27.36 2.37 4.70
Equity-Larsen & Toubro Nov 30, 2025 27.06 2.35 0.96
Equity-Swiggy Nov 30, 2025 24.12 2.09 -7.72

latest news

HSBC ELSS Tax Saver Fund Merger into HSBC Flexi Cap Fund

HSBC Mutual Fund has approved the merger of HSBC ELSS Tax Saver Fund Merger...

Dec 15, 2025 10:59

HSBC Mutual Fund announces change in fund manager under its scheme

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

Dec 12, 2025 15:42

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

HSBC Mutual Fund has announced 25 November 2025 as the record date for decl...

Nov 24, 2025 10:59

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

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

Oct 23, 2025 10:24

HSBC Mutual Fund announces change in fund manager under its schemes

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

Oct 01, 2025 11:07

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

HSBC Mutual Fund has announced 25 September 2025 as the record date for dec...

Sep 25, 2025 12:14

SCHEME DETAILS

AMC Name : HSBC Mutual Fund
Fund Name : HSBC Business Cycles Fund (IDCW)
Contact Persone : 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