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HSBC Business Cycles Fund-Reg(G)

As on Mar-21-2025 change fund
38.48  up0.46 (1.20%)

fund objective

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 ofbusiness cycles in the economy.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 21-Mar-2025)19.0222.7023.8734.2938.48
Net Assets(Rs Crores) (as on 21-Mar-2025) 525.48 553.62 542.17 764.45 854.89
Scheme Returns(%)(Absolute)81.9617.774.2643.189.94
B'mark Returns(%)(Absolute)NANANANANA
Category Rank12/4728/5711/6128/8216/118
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202520.657.37-2.85NA
2023-202413.335.8410.558.30
2022-2023-9.3415.431.48-0.96
2021-20227.8110.530.96-0.82
2020-202118.4810.9820.2911.81
Top 10 holdings
company (%)
ICICI Bank Ltd.5.99 
Reliance Industries Ltd.5.64 
Multi Commodity Exchange Of In...5.51 
Trent Ltd.5.43 
HDFC Bank Ltd.5.00 
Larsen & Toubro Ltd.3.03 
Bharat Electronics Ltd.2.88 
Blue Star Ltd.2.69 
Power Finance Corporation Ltd.2.57 
PB Fintech Ltd.2.55 

Category

Thematic Fund

Launch Date

20-Aug-14

ISIN Code

INF917K01RF8

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

854.89

portfolio price to book value

7.37

investing style?

Large Growth

fund manager?

Gautam Bhupal,Venugopal Manghat

inception date (regular plan)

20-Aug-14

expense ratio (regular plan) %

2.34

Top 10 sectors
sectors (%)
Bank - Private12.53
Engineering - Construction10.19
Refineries5.64
Finance - Stock Broking5.51
Retailing5.43
Electric Equipment4.53
Air Conditioners4.23
Defence4.17
Finance Term Lending3.27
Construction - Real Estate3.02

Growth Chart of the Scheme

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
HSBC Business Cycles Fund-Reg(G)Large-Growth 20-Aug-2014854.8915.1920.0627.1312.0313.57
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,046.745.7629.5129.8215.4411.95
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20194,650.81-1.7128.5632.93NA23.72
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20005,517.1917.7027.3333.1814.6913.26
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201923,859.6513.1823.7734.82NA21.28
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,042.573.8223.5330.2510.6816.27
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,801.48-3.0522.71NANA20.75
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021571.269.3520.95NANA18.43
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-20192,438.6011.3716.3529.33NA20.57
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009251.453.7513.3321.9510.9616.79
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-201986.495.9411.4022.25NA15.10
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19962,980.723.689.2722.0610.6115.43
DSP Quant Fund-Reg(G)Large-Growth 10-Jun-2019944.974.487.9118.01NA12.70
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023791.6116.16NANANA16.49
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023841.8514.50NANANA23.58
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20234,926.2212.50NANANA20.32
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,399.7410.23NANANA9.62
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,055.099.58NANANA21.39
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,129.947.34NANANA15.50
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024698.47NANANANA14.36
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024174.95NANANANA-21.05
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024717.85NANANANA-13.27
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024472.19NANANANA-15.00
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,476.80NANANANA1.26
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,557.04NANANANA-10.59
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,491.99NANANANA-8.60
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,150.64NANANANA-12.22
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202410,776.02NANANANA-3.46
Groww Nifty India Railways PSU Index Fund-Reg(G)Large-Growth 04-Feb-202518.82NANANANA-5.18
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20246,911.95NANANANA-11.28
Motilal Oswal Business Cycle Fund-Reg(G)Large-Growth 27-Aug-20241,602.61NANANANA14.03
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,575.22NANANANA-19.08
ENTRY LOAD / EXIT LOAD
Max Entry Load [%]
0.00
Entry Remark
Max Exit Load [%]
1.00
Exit Remark
Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y
52 Week Highs & Lows
52 Week High
45.44
52 Week Low
33.71
portfolio characteristics
As on 28-Feb-2025
Average Maturity
N.A
Modified Duration
N.A
Yield to Maturity
N.A.
Portfolio Turnover Ratio
0.19 Times
ratios
Statistical Ratios
Standard Deviation [%]
25.4306
Semi Standard Deviation [%]
0.9244
Beta [%]
1.1669
Sharp Ratio [%]
0.2252
R-Square [%]
0.7738
Expense Ratio [%]
2.3400
AVG Ratio [%]
0.0737
Other Ratios
Jenson Ratio [%]
0.0440
Treynor Ratio [%]
0.0491
Turnover Ratio [%]
19.0000
FAMA Ratio [%]
0.0454
SORTINO Ratio [%]
0.0620
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DISCLAIMER

Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objective of the Scheme will be achieved. Past performance of the Sponsor/AMC/Fund or that of any scheme of the Fund does not indicate the future performance of the Schemes of the Fund. Please read the Key Information Memorandum and the Offer Document carefully before investing.

  • INSURANCE DISCLAIMER - Insurance is a subject matter of solicitation
  • ARN Number - 11439
  • IRDAI Licence Number - AGQ0127782
  • Leader Care Finance is registered with AMFI and holds ARN-11439 & Current Validity is 12 Oct 2025

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