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Partner With Us NRI

Apr 22, 2024

Category

Equity

AUM (Cr.)

764.45

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.40

Sharpe Ratio

27.12

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.

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Crisil MIP Blended Index

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 (G) 6.73 26.45 47.24 24.74 19.04 14.13
Benchmark - Crisil MIP Blended Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 3.13 21.54 44.43 21.73 19.26 17.89
Category Rank 8/6 4/6 7/6 8/6 6/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Defence Fund - Regular (IDCW) 18.3170 2.36 0.00 0.00 0.00 2,248.41 2.04 100.00 invest
HDFC Defence Fund - Regular (G) 18.3170 2.36 0.00 0.00 0.00 2,248.41 2.04 100.00 invest
DSP India T.I.G.E.R. Fund (IDCW) 28.8310 1.54 72.58 37.79 25.27 3,363.58 0.00 100.00 invest
DSP India T.I.G.E.R. Fund (G) 281.8180 1.54 72.57 37.79 25.59 3,363.58 0.00 100.00 invest
Aditya Birla SL International Equity Fund (IDCW) 15.3786 -6.39 2.39 1.29 7.77 202.18 2.53 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-ICICI Bank Mar 31, 2024 46.47 6.08 6.34
Equity-Trent Mar 31, 2024 42.24 5.53 27.89
Equity-Reliance Industr Mar 31, 2024 40.30 5.27 28.39
Equity-Larsen & Toubro Mar 31, 2024 37.61 4.92 8.17
Equity-Multi Comm. Exc. Mar 31, 2024 31.59 4.13 -1.89
Equity-Ahluwalia Contr. Mar 31, 2024 28.08 3.67 18.82
Equity-HDFC Bank Mar 31, 2024 26.03 3.41 -1.00
Equity-Power Mech Proj. Mar 31, 2024 22.75 2.98 -6.00
Equity-A B B Mar 31, 2024 20.74 2.71 3.95
Equity-Bharat Electron Mar 31, 2024 20.15 2.64 8.39

latest news

HSBC MF Announces change in fund managers under its schemes

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

Mar 29, 2024 15:19

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

HSBC Mutual Fund has announced 22 March 2024 as the record date for declara...

Mar 20, 2024 11:20

HSBC MF Announces change in benchmark index under its schemes

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

Mar 13, 2024 12:06

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

HSBC Mutual Fund has announced 26 February 2024 as the record date for decl...

Feb 23, 2024 12:13

HSBC MF Announces change in fund managers under its schemes

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

Jan 11, 2024 11:33

HSBC MF Announces change in scheme name

HSBC Mutual Fund has announced change in scheme name under the following sc...

Oct 25, 2023 13:55

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