HSBC Business Cycles Fund Regular-Growth

Fund Details

NAV 38.69

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 11.56

Fund Size(in Crores) 1101.49

Fund Performance

1 Month -8.07%

3 Month -6.3%

6 Month -9.16%

1 Year 8.01%

3 Year 17.32%

5 Year 14.49%

Know This Fund

As on 12 Mar 2026

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

Equity (98.04%) Market Cap Small Cap 36.12 Mid Cap 14.95 Large Cap 46.97 Top Sectors Financial 25.56 Capital Goods 14.62 Services 13.85 Construction 6.92 Materials 6.73 Consumer Discretionary 6.05 Energy 5.08 Automobile 4.77 Metals & Mining 4.43 Unclassified 3.85 Chemicals 3.06 Textiles 2.1 Consumer Staples 1.02 Top Holding TVS Motor Company - Pref. Shares 0.02 Kajaria Ceramics 0.61 Shadowfax Technologies 0.53 Eternal 1.44 Aditya Birla Real Estate 1.02 Gokaldas Exports 1.02 Pine Labs 0.81 Swiggy 1.75 Amber Enterprises India 1.45 PNC Infratech 0.37 Bharat Electronics 2.72 Amara Raja Energy & Mobility 0.46 Wakefit Innovations 1.25 Interglobe Aviation 1.97 Bharat Bijlee 0.4 Jyoti CNC Automation 1.16 RBL Bank 2.06 Power Mech Projects 1 MCX 3.13 Electronics Mart India 0.78 Canara Robeco Asset Management Company 1.45 Piramal Finance 1.18 TVS Motor Company 1.76 Birla Corporation 0.52 Home First Finance Company India 0.48 Mold-Tek Packaging 0.96 EIH 0.75 Blue Star 1.54 Gujarat Fluorochemicals 1 Sobha 1.04 Kirloskar Pneumatic 0.54 HDFC Bank 3.98 Time Technoplast 1.37 KEC International 0.85 PNB Housing Finance 1.46 Ganesha Ecosphere 0.32 Epigral 0.62 ICICI Prudential Asset Management Company 2.4 Titan Company 1.14 ICICI Bank 5.32 Pitti Engineering 0.49 State Bank of India 2.5 Power Fin. Corp. 2.27 TBO Tek 0.83 Larsen & Toubro 2.58 Kotak Mahindra Bank 2.08 Ultratech Cement 2.26 Titagarh Rail Systems 1.02 Hindustan Aero 2.27 ABB India 1.25 MTAR Technologies 2.04 Indo Count Industries 0.76 Lenskart Solutions 0.67 Awfis Space Solutions 0.13 Meesho 0.19 Hi-Tech Pipes 0.21 Ahluwalia Contracts (India) 1.93 Tata Steel 1.35 Paradeep Phosphates 1.44 Motilal Oswal Financial Services 1.32 Prudent Corporate Advisory Services 0.64 Hindalco Industries 1.76 Bank of Baroda 0.63 GE Vernova T&D 2.06 Motherson Wiring 0.59 Devyani International 0.75 PG Electroplast 0.38 Indian Hume Pipe Company 1.01 PB Fintech 1.6 Bansal Wire Industries 0.6 Tata Motors 1.38 Cholamandalam Investment and Finance Company 0.83 APL Apollo Tubes 0.51 Reliance Industries 5.08

Debt & Others (1.96%) Sector Allocation Net Payables -0.75 Repo 2.71 Debt Credit Ratings Debt Category Others 1.96

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -6.37% Ret 1Y 9.71% Ret 3Y 13.63% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -6.37% Ret 1Y 9.71% Ret 3Y 13.63% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -7.32% Ret 1Y 8.58% Ret 3Y 15.92% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -7.32% Ret 1Y 8.58% Ret 3Y 15.92% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -7.32% Ret 1Y 8.58% Ret 3Y 15.92% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -8.41% Ret 1Y 5.58% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -8.41% Ret 1Y 5.58% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -8.41% Ret 1Y 5.58% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -4.61% Ret 1Y 6.66% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -4.61% Ret 1Y 6.66% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -4.61% Ret 1Y 6.66% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.21%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

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

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

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.

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) 12

Date of Incorporation 2014-08-20

Total AUM 137331.96

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.