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HSBC Business Cycles Fund - Regular Growth

Fund House:
HSBC Mutual Fund
Category:
Equity: Thematic-Others
Status:
Open Ended Schemes
Launch Date:
20-08-2014
ISIN Number:
INF917K01RF8
Minimum Investment:
5000
Minimum SIP:
1000
Total Assets: (29-11-2024):
1014.68
Nav (20-12-2024)
43.2686
CAGR Since Inception:
15.22
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-11-2024)::
2.27 %
Risko-Meter:
Very High
Exit Load:
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
HSBC Business Cycles Fund - Regular Growth 39.77 32.67 25.85 22.96 14.39
HDFC Defence Fund - Growth Option 48.83 0 0 0 0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 44.57 0 0 0 0
Franklin India Opportunities Fund - Growth 41.69 43.13 29.36 27.7 16.78
Quant Momentum Fund - Growth Option - Regular Plan 32.91 0 0 0 0
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 32.7 0 0 0 0
ICICI Prudential Innovation Fund - Growth 32.64 0 0 0 0
Kotak Pioneer Fund- Regular Plan- Growth Option 32.2 31.69 19.07 24.13 0
Samco Active Momentum Fund - Regular Plan - Growth Option 31.88 0 0 0 0
Axis Innovation Fund - Regular Plan - Growth Option 31.55 25.03 12.74 0 0
Fund Manager
Venugopal Manghat, Gautam Bhupal, Sonal Gupta:
Scheme Objective
The scheme seeks to generate long term capital appreciation from a portfolio of 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.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On HSBC Business Cycles Fund - Regular Growth NIFTY 50 TRI Equity: Thematic-Others
CAGR since inception 15.22% 13.95% 15.89%
1 Year 39.77% 12.84% 26.44%
3 Year 25.85% 13.73% 19.03%
5 Year 22.96% 15.28% 22.74%
10 Year 14.39% 12.46% 14.47%
Nav / Index Value as on2024-12-22 1,014.68% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 0.03
Cash & Cash Equivalents 3.39
Equity 96.58
Company Holding
TRENT LIMITED 6.73
MCX INDIA LIMITED 5.74
ICICI BANK LIMITED 5.44
RELIANCE INDUSTRIES LIMITED 3.69
HDFC BANK LIMITED 3.42
BHARAT ELECTRONICS LIMITED 3.03
LARSEN AND TOUBRO LIMITED 3
POWER FINANCE CORPORATION LTD. 2.94
KIRLOSKAR PNEUMATIC COMPANY LTD. 2.8
PB FINTECH LIMITED 2.78
FAQ's of HSBC Business Cycles Fund - Regular Growth
How do I use the SIP Calculator to calculate HSBC Mutual Fund ?

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4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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HSBC Business Cycles Fund - Regular Growth