HSBC Business Cycles Fund Regular-IDCW Payout

Fund Details

NAV 24.0534

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 11.49

Fund Size(in Crores) 1089.59

Fund Performance

1 Month 1.36%

3 Month -1.83%

6 Month -2.56%

1 Year 11.11%

3 Year 20.27%

5 Year 16.92%

Know This Fund

As on 16 Feb 2026

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

Equity (96.86%) Market Cap Mid Cap 15.57 Small Cap 36.13 Large Cap 45.16 Top Sectors Financial 24.53 Capital Goods 14.95 Services 14.78 Construction 7.22 Materials 6.87 Energy 5.46 Consumer Discretionary 5.38 Automobile 4.56 Unclassified 3.78 Chemicals 3.28 Metals & Mining 3.19 Textiles 1.85 Consumer Staples 1.01 Top Holding Ganesha Ecosphere 0.28 ABB India 1.16 Jyoti CNC Automation 1.15 Time Technoplast 1.36 Paradeep Phosphates 1.66 Bansal Wire Industries 0.63 Bharat Electronics 2.78 Gujarat Fluorochemicals 0.89 Vikram Solar 0.32 Cholamandalam Investment and Finance Company 0.79 ICICI Bank 5.29 Indian Hume Pipe Company 1.17 MCX 4.48 Blue Star 1.46 Piramal Finance 1.2 Wakefit Innovations 1.23 Amara Raja Energy & Mobility 0.46 Tata Steel 0.53 Eternal 1.61 Pine Labs 0.98 Lenskart Solutions 0.58 Ultratech Cement 2.28 GE Vernova T&D 1.75 Pitti Engineering 0.43 TVS Motor Company - Pref. Shares 0.02 State Bank of India 2.26 TBO Tek 0.96 Indo Count Industries 0.68 HDFC Bank 4.21 Amber Enterprises India 1.05 ICICI Prudential Asset Management Company 2.32 Electronics Mart India 0.71 Swiggy 1.81 Kirloskar Pneumatic 1.16 Mold-Tek Packaging 0.92 Birla Corporation 0.55 Larsen & Toubro 2.4 EIH 0.76 Kajaria Ceramics 0.59 RBL Bank 0.99 Prudent Corporate Advisory Services 0.66 Bharat Bijlee 0.46 Power Fin. Corp. 2.1 TVS Motor Company 1.69 PNC Infratech 0.39 Motherson Wiring 0.59 Shadowfax Technologies 0.47 Motilal Oswal Financial Services 1.38 Kotak Mahindra Bank 2.07 PB Fintech 1.81 Meesho 0.21 Hindalco Industries 1.85 Reliance Industries 5.14 Epigral 0.73 PG Electroplast 0.34 Devyani International 0.69 Tata Motors 1.05 Ahluwalia Contracts (India) 2.18 Titan Company 1.06 Gokaldas Exports 0.89 Titagarh Rail Systems 1.21 Aditya Birla Real Estate 1.01 Hindustan Aero 2.7 Hi-Tech Pipes 0.18 Canara Robeco Asset Management Company 1.46 MTAR Technologies 1.58 Sobha 1.09 Home First Finance Company India 0.53 Bank of Baroda 0.6 PNB Housing Finance 1.47 Power Mech Projects 1.16 Interglobe Aviation 1.27 KEC International 0.98

Debt & Others (3.14%) Sector Allocation Repo 3.62 Net Payables -0.48 Debt Credit Ratings Debt Category Others 3.14

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M 0.78% Ret 1Y 11.94% Ret 3Y 14.74% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M 0.78% Ret 1Y 11.94% Ret 3Y 14.74% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M 1.14% Ret 1Y 5.75% 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

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.

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.

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) 9

Date of Incorporation 2014-08-20

Total AUM 2026-01-31

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.