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HSBC Business Cycles Fund - Regular Growth

Category: Equity: Thematic-Business-Cycle Launch Date: 20-08-2014
AUM:

₹ 1,161 Cr

Expense Ratio

2.2%

Benchmark

NIFTY 500 TRI

ISIN

INF917K01RF8

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Gautam Bhupal, Sonal Gupta

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HSBC Business Cycles Fund - Regular Growth -6.75 18.84 20.43
NIFTY 500 TRI 3.82 15.19 17.88
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
41.7559
Last change
-0.04 (-0.1006%)
Fund Size (AUM)
₹ 1,161 Cr
Performance
13.48% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

To seek to generate long-term capital appreciation from a 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. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.

Fund Manager
Gautam Bhupal, Sonal Gupta
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Treps 6.78
MCX INDIA LIMITED EQ NEW RS. 10/- 5.66
RELIANCE INDUSTRIES LIMITED EQ 5.14
ICICI BANK LIMITED EQ NEW FV RS. 2/- 4.92
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4.2
Hindustan Aeronautics Ltd 2.57
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- 2.47
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 2.31
Swiggy Pvt Ltd 2.25
AHLUWALIA CONTRACTS INDIA LIMITED EQ NEW RS. 2/- 2.25

Sector Allocation

Sector Holdings (%)
Financial Services 29.02
Capital Goods 20.3
Consumer Services 9.57
Construction 8.1
Oil, Gas & Consumable Fuels 5.14
Consumer Durables 4.85
Chemicals 3.99
Automobile and Auto Components 2.66
Construction Materials 2.6
Textiles 2.5