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HSBC Business Cycles Fund - Regular Growth

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Category: Equity: Thematic-Others
Launch Date: 20-08-2014
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.26% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,035.5 Cr As on (31-12-2024)
Turn over: 28
NAV as on 14-01-2025

39.6496

0.63 (1.5912%)

CAGR Since Inception

14.15%

NIFTY 500 TRI 12.5%

PERFORMANCE of HSBC Business Cycles Fund - Regular Growth

Scheme Performance (%) Data as on - 14-01-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Business Cycles Fund - Regular Growth 22.07 17.89 19.73 13.06 14.15
NIFTY 500 TRI 12.73 13.19 18.13 13.62 12.5
Equity: Thematic-Others 14.11 13.64 20.8 13.58 10.73

Yearly Performance (%)

Nav Movement

Fund Managers

Venugopal Manghat, Gautam Bhupal, Sonal Gupta

Investment 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.

RETURNS CALCULATOR for HSBC Business Cycles Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of HSBC Business Cycles Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Business Cycles Fund - Regular Growth 13.82 1.09 7.64 0.96 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of HSBC Business Cycles Fund - Regular Growth

Compare SIP Compare Lumpsum
Period
Data as on - 14-01-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
HSBC Business Cycles Fund - Regular Growth 20-08-2014 22.07 28.28 17.89 19.73 13.06
Quant Commodities Fund - Growth Option - Regular Plan 27-12-2023 32.98 0.0 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 26.88 42.05 23.39 26.15 15.94
HDFC Defence Fund - Growth Option 05-06-2023 23.83 0.0 0.0 0.0 0.0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 23.75 0.0 0.0 0.0 0.0
ICICI Prudential Innovation Fund - Growth 05-04-2023 21.23 0.0 0.0 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 20.49 22.64 0.0 0.0 0.0
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 19.92 28.54 14.33 22.11 0.0
Axis Innovation Fund - Regular Plan - Growth Option 05-12-2020 18.46 22.6 8.33 0.0 0.0
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 17.94 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of HSBC Business Cycles Fund - Regular Growth

Asset Allocation (%)