What is the NAV of HSBC Business Cycles Fund?
The Current NAV of HSBC Business Cycles Fund is ₹47.16, as of 13th June 2025What are the returns of HSBC Business Cycles Fund?
The HSBC Business Cycles Fund has been there since 20th August 2014- 1 Year Returns: 7.32
- 3 Year Returns: 28.99
- 5 Year Returns: 29.97
What are the top 5 sectors holdings of HSBC Business Cycles Fund?
The top sectors HSBC Business Cycles Fund has invested in are as for 20th 08 2014 are as follows -- Construction & Engineering | 13.88%
- Private Banks | 8.98%
- Industrial Machinery | 6.94%
- Investment Banking & Brokerage | 6.03%
- Retail - Speciality | 5.74%
What are the top 5 holdings HSBC Business Cycles Fund?
The top 5 holdings for HSBC Business Cycles Fund are- Trent Ltd | 5.74%
- Multi Commodity Exchange of India Ltd | 5.64%
- ICICI Bank Ltd | 5.55%
- Reliance Industries Ltd | 4.82%
- HDFC Bank Ltd | 3.43%
What is the asset allocation of HSBC Business Cycles Fund?
The HSBC Business Cycles Fund is a plan that invests- Equity | 96.79%
- Cash & Equivalents | 3.21%
How to invest in HSBC Business Cycles Fund?
If you wish to invest in HSBC Business Cycles Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the HSBC Business Cycles Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in HSBC Business Cycles Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of HSBC Business Cycles Fund?
The AUM of HSBC Business Cycles Fund is 1077.95 Cr as of 13th June 2025What is the expense ratio of HSBC Business Cycles Fund Plan?
The expense ratio of HSBC Business Cycles Fund Plan is 1.09How to exit HSBC Business Cycles Fund?
If you have invested in HSBC Business Cycles Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of HSBC Business Cycles Fund?
The alpha ratio for the HSBC Business Cycles Fund is 4.70
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of HSBC Business Cycles Fund?
The volatility or standard deviation for the HSBC Business Cycles Fund is 20.14
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of HSBC Business Cycles Fund?
The sharpe ratio for the HSBC Business Cycles Fund is 0.19
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of HSBC Business Cycles Fund?
The Sortino ratio for the HSBC Business Cycles Fund is 0.02
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of HSBC Business Cycles Fund?
The PE ratio (price-to-earnings) of the HSBC Business Cycles Fund is 46.27 while category PE ratio is 44.321. Test MF FAQ for Mutual Fund HSBC Business Cycles Fund Shares?
The Current NAV of HSBC Business Cycles Fund is ₹47.16, as of 13th June 20255. Test MF FAQ Is there any lock-in period for HSBC Business Cycles Fund Plan?
There is a lock in period of N/A for HSBC Business Cycles Fund
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HSBC Business Cycles Fund Direct Growth
Growth
47.160.55% (-0.26)
High
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Low
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Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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HSBC Business Cycles Fund Performance & Key Metrics
HSBC Business Cycles Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.09 | 46.27 | 0.19 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.45 | 44.32 | 0.02 |
HSBC Business Cycles Fund Scheme InfoHSBC Business Cycles Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Thematic Fund
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
HSBC Business Cycles Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
HSBC Business Cycles Fund Peers & Comparison
Comparing 3 mutual funds from
EquityThematic Fund
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Business Cycles Fund | 7.32% | 28.99% | 15.41% |
| ICICI Pru India Opp Fund | 12.42% | 28.79% | 23.34% |
| HDFC Manufacturing Fund | -1.02% | — | 4.13% |
| Franklin India Opportunities Fund | 5.59% | 36.34% | 18.30% |
HSBC Business Cycles Fund Returns Comparison
Compare HSBC Business Cycles Fund with any MF, ETF, stock or indexCompare HSBC Business Cycles Fund with any MF, ETF, stock or index
HSBC Business Cycles Fund
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
HSBC Business Cycles Fund Asset Allocation
HSBC Business Cycles Fund Asset Allocation
Actual
Target
May 2024
Sep 2024
Dec 2024
Jan 2025
May 2024
Sep 2024
Dec 2024
Jan 2025
HSBC Business Cycles Fund Sector Distribution
HSBC Business Cycles Fund Sector Distribution
May 2024
Sep 2024
Dec 2024
Jan 2025
HSBC Business Cycles Fund Sector Weightage
HSBC Business Cycles Fund Sector Weightage
Construction & Engineering
Construction & Engineering as a % of total holdings for last six quarters
HSBC Business Cycles Fund Current Holdings
HSBC Business Cycles Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
5.74 %
5.74 %Holdings
5.64 %
5.64 %Holdings
5.55 %
5.55 %
AMC Profile of HSBC Business Cycles Fund
AMC Profile of HSBC Business Cycles Fund
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,29,664.07 Cr.
HSBC Business Cycles Fund Manager Details
HSBC Business Cycles Fund Manager Details
HSBC Business Cycles Fund Manager Profile
HSBC Business Cycles Fund Manager Profile
Gautam Bhupal
AUM: ₹9,819.81 Cr.
|
Exp: —
Qualification
PGDBM, CA, CS, B.Com (Hons)
Past Experience
Over 11 years of experiences in areas of Research and Fund Management.
Funds Managed (14)
Equity (8)
6.14%
6.14%
27.60%
27.60%
2.24%
2.24%
12.50%
12.50%
23.86%
23.86%
2.50%
2.50%
Growth
-6.45%
-6.45%
29.43%
29.43%
2.04%
2.04%
Growth
-5.47%
-5.47%
30.79%
30.79%
1.00%
1.00%
13.46%
13.46%
25.10%
25.10%
1.80%
1.80%
—
—
—
—
2.39%
2.39%
—
—
—
—
1.03%
1.03%
7.32%
7.32%
28.99%
28.99%
1.09%
1.09%
HSBC Business Cycles Fund Manager Performance (0)
HSBC Business Cycles Fund Manager Performance (0)
Equity: Thematic Fund
HSBC Business Cycles Fund Tax Implications
HSBC Business Cycles Fund Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
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-
You make
HSBC Business Cycles Fund Review & Opinions
HSBC Business Cycles Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%