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Equity: Thematic-Business-Cycle
HSBC Mutual Fund
HSBC Mutual Fund · Equity: Thematic-Business-Cycle

HSBC Business Cycles Fund - Regular Growth

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.

Benchmark · NIFTY 500 TRITER · 2.57%Inception · 20-08-2014
NAV
41.48
+1.19% · as of 14-05-2026
Since inception
12.88%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹11 Cr
AUM
Expense ratio
2.57%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +12.88% CAGR vs benchmark +12.11%.

Portfolio

Where the money is invested

Top holdings

RELIANCE INDUSTRIES LIMITED EQ5.53%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.25%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.70%
Multi Commodity Exchange of India Ltd3.08%
Treps2.98%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-2.77%
ICICI Prudential AMC Ltd2.44%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.39%
POWER FINANCE CORPORATION LTD. EQ2.34%
STATE BANK OF INDIA EQ NEW RE. 1/-2.29%

Sector allocation

Financial Services33.74%
Capital Goods19.87%
Consumer Services7.44%
Construction6.33%
Consumer Durables6.09%
Oil, Gas & Consumable Fuels5.53%
Metals & Mining3.28%
Chemicals3.04%
Automobile and Auto Components2.70%
Services2.51%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 12.9% p.a.
₹10,000
10 years
Projected value
₹24,49,048
Invested: ₹12,00,000
Gained: ₹12,49,048
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
G
Gautam Bhupal, Mayank Chaturvedi
Manager since fund inception data not available
ISIN & identifiers
AMFI code
151144
ISIN (Growth)
INF917K01RF8
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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