HSBC Business Cycles Fund Regular-Growth

Fund Details

NAV 41.5744

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 11.34

Fund Size(in Crores) 1152.06

Fund Performance

1 Month -2.6%

3 Month -4.54%

6 Month -2.31%

1 Year -6.05%

3 Year 19.17%

5 Year 19.88%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (96.46%) Market Cap Small Cap 84.06 Mid Cap 11.09 Large Cap 1.31 Top Sectors Services 14.87 Financial 14.8 Capital Goods 13.08 Healthcare 11.82 Consumer Staples 7.5 Automobile 6.33 Consumer Discretionary 5.94 Chemicals 5.76 Materials 5.22 Energy 4.98 Technology 2.28 Textiles 1.74 Construction 1.21 Metals & Mining 0.76 Communication 0.16 Top Holding Dr. Agarwal's Health Care 4.35 Ola Electric Mobility 0.47 Transformers And Rectifiers 0.93 Vijaya Diagnostic Centre 2.28 GE Vernova T&D 1.45 Aegis Vopak Terminals 1.67 Asahi India Glass 2.36 Aditya Vision 1.62 City Union Bank 1.39 VA Tech Wabag 2.55 eClerx Services 2.02 Shaily Eng Plastics 2.86 DCB Bank 1.12 Jain Resource Recycling 0.76 Aditya Infotech 0.16 Styrenix Performance Materials 2 Sonata Software 1.23 Central Depository Services (India) 1.55 PG Electroplast 1.31 CCL Products 3.96 Gokaldas Exports 1.74 Campus Activewear 3.07 Gabriel India 1.41 WeWork India Management 1.02 Apar Industries 2.16 Karur Vysya Bank 3.86 MCX 2.66 Rubicon Research 2.69 Premier Energies 1.3 Sagility 0.89 Kei Industries 1.74 Rainbow Children's 2.5 Cholamandalam Investment and Finance Company 1.31 V2 Retail 2.85 Sky Gold And Diamonds 1.88 Siemens Energy India 2.01 Deepak Fertilisers And Petrochemicals Corporation 1.34 Pricol 2.48 Varroc Engineering 1.97 Triveni Turbine 1.21 P N Gadgil Jewellers 0.99 Thirumalai Chemicals 1.55 Rossari Biotech 0.88 Bharat Dynamics 1.93 Aditya Birla Real Estate 1.38 Birlasoft 1.06 JM Financial 1.95 Cholamandalam Financial 1.48 Five-Star Business Finance 2.13 Chalet Hotels 1.39 Syrma SGS Technology 1.27 KEC International 1.19 MTAR Technologies 0.71 V-Mart Retail 2.42

Debt & Others (3.54%) Sector Allocation Net Receivables 1.12 Reverse Repo/CBLO 2.42 Debt Credit Ratings Debt Category Others 3.54

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular - Growth Ret 1M 0.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular - IDCW Ret 1M 0.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-Growth Ret 1M 0.26% Ret 1Y 6.97% Ret 3Y 6.92% Ret 5Y 5.68%

Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-IDCW Daily Reinvestment Ret 1M 0.26% Ret 1Y 6.97% Ret 3Y 6.92% Ret 5Y 5.68%

Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-IDCW Weekly Reinvestment Ret 1M 0.26% Ret 1Y 6.97% Ret 3Y 6.92% Ret 5Y 5.68%

Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-Bonus Ret 1M 0.34% Ret 1Y 7.49% Ret 3Y 7.38% Ret 5Y 6.02%

Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-Growth Ret 1M 0.34% Ret 1Y 7.49% Ret 3Y 7.38% Ret 5Y 6.02%

Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Daily Reinvestment Ret 1M 0.34% Ret 1Y 7.49% Ret 3Y 7.38% Ret 5Y 6.02%

Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Monthly Payout Ret 1M 0.34% Ret 1Y 7.49% Ret 3Y 7.38% Ret 5Y 6.02%

Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.34% Ret 1Y 7.49% Ret 3Y 7.38% Ret 5Y 6.02%

Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Weekly Payout Ret 1M 0.34% Ret 1Y 7.49% Ret 3Y 7.38% Ret 5Y 6.02%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.22%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Mayank Chaturvedi

Education Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)

Experience Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.

Sonal Gupta

Education Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering

Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC

Gautam Bhupal

Education Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)

Experience Prior to joining HSBC Mutual Fund he was working with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.

Venugopal Manghat

Education Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).

Experience Prior to joining HSBC Mutual Fund, he has worked with L&T Mutual Fund, Tata Asset Management Ltd.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 14

Date of Incorporation 2014-08-20

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.