HSBC Business Cycles Fund Regular-IDCW

Fund Details

NAV 23.7096

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 11.8

Fund Size(in Crores) 1149.11

Fund Performance

1 Month -2.48%

3 Month 3.33%

6 Month -2.02%

1 Year -4.92%

3 Year 15.88%

5 Year 15.02%

Know This Fund

As on 08 Jun 2026

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

Equity (98.32%) Market Cap Large Cap 46.81 Mid Cap 13.63 Small Cap 37.88 Top Sectors Financial 26.08 Capital Goods 15.5 Services 13.99 Construction 6.99 Materials 5.94 Metals & Mining 5.54 Consumer Discretionary 5.37 Energy 5 Automobile 4.02 Unclassified 3.83 Chemicals 3.26 Textiles 2.25 Consumer Staples 0.55 Top Holding ABB India 1.42 Aditya Birla Real Estate 0.55 Ahluwalia Contracts (India) 2.13 Amara Raja Energy & Mobility 0.46 Amber Enterprises India 1.4 APL Apollo Tubes 0.83 Awfis Space Solutions 0.46 Bansal Wire Industries 0.77 Bharat Bijlee 0.48 Bharat Electronics 2.53 Blue Star 1.36 Canara Robeco Asset Management Company 1.39 Cholamandalam Investment and Finance Company 0.72 Devyani International 0.7 Electronics Mart India 1.35 Epigral 0.81 Eternal 1.92 FSN E-Commerce Ventures 0.69 Ganesha Ecosphere 0.41 GE Vernova T&D 2.29 Gokaldas Exports 1.08 Gujarat Fluorochemicals 0.99 HDFC Bank 3.31 Hindalco Industries 2.44 Hindustan Aero 2.41 Hi-Tech Pipes 0.21 Home First Finance Company India 0.75 ICICI Bank 5.22 ICICI Prudential Asset Management Company 2.44 Indian Hume Pipe Company 0.95 Indo Count Industries 0.76 Interglobe Aviation 1.68 Jyoti CNC Automation 1.01 Kajaria Ceramics 0.73 KEC International 0.78 Kotak Mahindra Bank 1.84 Larsen & Toubro 2.32 Lenskart Solutions 0.62 MCX 3.26 Mold-Tek Packaging 0.9 Motherson Wiring 0.53 Motilal Oswal Financial Services 1.39 MTAR Technologies 3.31 Nippon Life India Asset Management 1.32 Paradeep Phosphates 1.46 PB Fintech 1.73 PG Electroplast 0.31 Pine Labs 0.79 Piramal Finance 1.3 Pitti Engineering 0.5 PNB Housing Finance 1.77 PNC Infratech 0.36 Power Fin. Corp. 2.35 Power Mech Projects 1.15 Prudent Corporate Advisory Services 1.11 RBL Bank 2.08 Reliance Industries 5 Shadowfax Technologies 0.7 Sobha 1.03 State Bank of India 2.13 Swiggy 1.5 Tata Motors 0.89 Tata Steel 1.29 Time Technoplast 1.38 Titagarh Rail Systems 1.08 Titan Company 1.11 TVS Motor Company 1.52 Ultratech Cement 1.98 Wakefit Innovations 0.88

Debt & Others (1.68%) Sector Allocation Repo 1.27 Net Current Assets 0.41 Debt Credit Ratings Debt Category Others 1.68

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.23%

Exit Load 1.0%

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

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.

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.

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) 7

Date of Incorporation 2014-08-20

Total AUM 140597.86

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.