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

HSBC Business Cycles Regular Growth

+
  • Equity
  • Equity - Other
  • Rating 2
  • Plan
35.34 +0.11 (0.32%) NAV as on 16 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)770.16
  • CAGR 44.48%
  • Exit Load1.00%
  • Expense ratio2.39%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2014-08-20

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 18 April 2024

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

Risk & Volitility

  • Alpha -3.51%
  • Beta 1.14
  • Sharpe Ratio1.15
  • Std Deviation 13.48%
  • 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 770.16 crores & has delivered CAGR of 18.27% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.39%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, Trent, Reliance Industries & Larsen & Toubro.

 

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

 

Some of the similar funds are HSBC Business Cycles Regular Growth, Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, Aditya Birla Sun Life Special Opportunities Fund Reg Growth, HDFC Transportation and Logistics Fund Regular Growth, Mahindra Manulife Business Cycle Fund Regular Growth. HSBC Business Cycles Regular Growth has a sharpe ratio of 1.15 & a standard deviation of 13.48%.

FAQs about HSBC Business Cycles Regular Growth

According to the morning star rating HSBC Business Cycles Regular Growth has a Moderate 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 2.39%.
The 5 year annualized return on HSBC Business Cycles Regular Growth is 18.27% & it has generated 44.48% 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 770.16 crores.
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