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HSBC Business Cycles Fund - Regular IDCW

Category: Equity: Thematic-Others Launch Date: 20-08-2014
AUM:

₹ 1,153.14 Cr

Expense Ratio

2.22%

Benchmark

NIFTY 500 TRI

ISIN

INF917K01RH4

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Gautam Bhupal, Venugopal Manghat, Sonal Gupta

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HSBC Business Cycles Fund - Regular IDCW -0.16 21.62 22.94
NIFTY 500 TRI -2.55 16.27 21.42
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
26.9526
Last change
-0.22 (-0.7981%)
Fund Size (AUM)
₹ 1,153.14 Cr
Performance
10.86% (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, Venugopal Manghat, Sonal Gupta
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
MCX INDIA LIMITED EQ NEW RS. 10/- 5.51
ICICI BANK LIMITED EQ NEW FV RS. 2/- 5.33
RELIANCE INDUSTRIES LIMITED EQ 5.23
TRENT LIMITED EQ NEW FV Re. 1/- 5.16
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4.28
Treps 4.17
POWER MECH PROJECTS LIMITED EQ 2.64
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- 2.46
AHLUWALIA CONTRACTS INDIA LIMITED EQ NEW RS. 2/- 2.42
POWER FINANCE CORPORATION LTD. EQ 2.24

Sector Allocation

Sector Holdings (%)
Financial Services 30.97
Capital Goods 16.65
Consumer Services 11.74
Construction 10.35
Oil, Gas & Consumable Fuels 5.87
Consumer Durables 5.11
Chemicals 3.88
Textiles 2.77
Construction Materials 2.72
Automobile and Auto Components 2.29