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Business News/Market/Market Stats/    HSBC Business Cycles Regular Growth

HSBC Business Cycles Regular Growth

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  • Equity
  • Equity - Other
  • Rating 2
  • Plan
41.97 -0.53 (-1.24%) NAV as on 12 Nov, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1003.45
  • CAGR 46.61%
  • Exit Load1.00%
  • Expense ratio2.29%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2014-08-20

Morning Star Rating 2

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 13 November 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha -3.51%
  • Beta 1.14
  • Sharpe Ratio1.12
  • Std Deviation 14.42%
  • Tracking Error 9.59%

About Fund

The investment objective of the Scheme is 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.

 

The HSBC Business Cycles Regular Growth has an AUM of 1003.45 crores & has delivered CAGR of 22.36% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.29%. The minimum investment in HSBC Business Cycles Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Trent, ICICI Bank, Multi Commodity Exchange Of India & Reliance Industries.

 

The major sectors where the fund is invested are Construction Services, Regional Banks, Retail (Apparel) & Investment Services.

 

Some of the similar funds are HSBC Business Cycles Regular Growth, Tata Resources & Energy Fund Regular Growth, Edelweiss Recently Listed IPO Fund Regular Plan Growth, Motilal Oswal Business Cycle Fund Regular Growth, Quant PSU Fund Regular Growth. HSBC Business Cycles Regular Growth has a sharpe ratio of 1.12 & a standard deviation of 14.42%.

FAQs about HSBC Business Cycles Regular Growth

According to the morning star rating HSBC Business Cycles Regular Growth has a Medium risk & Exceptional return.
HSBC Business Cycles Regular Growth is managed by Venugopal Manghat,Gautam Bhupal,Sonal Gupta.
The expense ratio of HSBC Business Cycles Regular Growth is 2.29%.
The 5 year annualized return on HSBC Business Cycles Regular Growth is 22.36% & it has generated 46.61% in the last 1 year.
The minimum investment in HSBC Business Cycles Regular Growth is 5000 Rs.
HSBC Business Cycles Regular Growth has an AUM of 1003.45 crores.
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