HSBC Business Cycles Regular Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹1,142.20 Cr
Expense Ratio
1.87%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
20 Aug 2014
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +4.09% | -- |
| 3 Months | +8.32% | -- |
| 6 Months | +3.23% | -- |
| 1 Year | -4.03% | -4.03% |
| 2 Years | -- | -0.04% |
| 3 Years | +54.55% | +15.62% |
| 5 Years | +104.28% | +15.36% |
| Since Launch | +323.81% | +12.92% |
Holdings as on 11 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 59.68 | 5.22 |
| MTAR Technologies | 46.42 | 4.06 |
| HDFC Bank | 36.76 | 3.22 |
| Multi Commodity Exchange Of India | 34.28 | 3.00 |
| Reliance Industries | 33.92 | 2.97 |
| GE Vernova T&D India | 30.38 | 2.66 |
| Hindalco Industries | 30.38 | 2.66 |
| ICICI Prudential Asset Management Company Ltd | 30.12 | 2.64 |
| Treps | 28.11 | 2.46 |
| Bharat Electronics | 27.70 | 2.42 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.54
Sharpe Ratio
20.42%
Std. Deviation
9.59%
Tracking Error
-3.51%
Alpha
1.14
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Business Cycles Regular Growth | -4.03% | +15.62% | +15.36% |
| SBI Comma Fund Regular Growth | +8.14% | +17.45% | +11.39% |
| Axis Innovation Fund Regular Growth | +7.33% | +15.49% | +11.59% |
| DSP Business Cycle Fund Regular Growth | +1.54% | -- | -- |
| Union Innovation & Opportunities Fund Regular Growth | +9.11% | -- | -- |
Results are calculated on CAGR basis
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 1142.20 crores & has delivered CAGR of 15.36 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.87%. 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 High & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, MTAR Technologies, HDFC Bank, Multi Commodity Exchange Of India.
The major sectors where the fund is invested are Regional Banks, Investment Services, Construction Services, Consumer Financial Services.
Some of the similar funds are HSBC Business Cycles Regular Growth, SBI Comma Fund Regular Growth, Axis Innovation Fund Regular Growth, DSP Business Cycle Fund Regular Growth, Union Innovation & Opportunities Fund Regular Growth. HSBC Business Cycles Regular Growth has a sharpe ratio of 0.54 & a standard deviation of 20.42%.
FAQs
According to the morning star rating HSBC Business Cycles Regular Growth has a High risk & Exceptional return.
HSBC Business Cycles Regular Growth is managed by Gautam Bhupal,Mayank Chaturvedi.
The expense ratio of HSBC Business Cycles Regular Growth is 1.87%.
The 5 year annualized return on HSBC Business Cycles Regular Growth is 15.36% & it has generated -4.03% 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 1142.20 crores.
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