HSBC Business Cycles Fund Regular-IDCW Payout

Fund Details

NAV 20.8508

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 11.59

Fund Size(in Crores) 1101.49

Fund Performance

1 Month -12.85%

3 Month -14.43%

6 Month -16.73%

1 Year -6.46%

3 Year 15.1%

5 Year 13.67%

Know This Fund

As on 24 Mar 2026

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

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

Debt & Others (1.96%) Sector Allocation Repo 2.71 Net Payables -0.75 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 -8.3% Ret 1Y 1.94% Ret 3Y 12.99% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -8.3% Ret 1Y 1.94% Ret 3Y 12.99% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.24%

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.

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.

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

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.