HSBC Business Cycles Fund - Regular Growth

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Category: Equity: Thematic-Business-Cycle
Launch Date: 20-08-2014
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.22% As on (30-06-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 115.31 Cr As on (30-06-2025)
Turn over: 28

NAV as on 15-07-2025

44.2549

0.45 (1.0144%)

CAGR Since Inception

14.61%

NIFTY 500 TRI 12.57%

PERFORMANCE of HSBC Business Cycles Fund - Regular Growth

Scheme Performance (%) Data as on - 15-07-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HSBC Business Cycles Fund - Regular Growth	4.79	26.9	28.0	13.26	14.61
NIFTY 500 TRI	1.99	20.49	23.21	14.0	12.57
Equity: Thematic-Business-Cycle	1.19	23.0	28.0	13.26	13.41

Yearly Performance (%)

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Fund Managers

Gautam Bhupal, Venugopal Manghat, Sonal Gupta

Investment Objective

To seek to generate long-term capital appreciation from a portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.

RETURNS CALCULATOR for HSBC Business Cycles Fund - Regular Growth

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of HSBC Business Cycles Fund - Regular Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
HSBC Business Cycles Fund - Regular Growth	13.82	1.26	4.51	1.12	-	-
Equity: Thematic-Business-Cycle	-	-	-	-	-	-

PEER COMPARISION of HSBC Business Cycles Fund - Regular Growth

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Period

Data as on - 15-07-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
HSBC Business Cycles Fund - Regular Growth	20-08-2014	4.79	26.46	26.9	28.0	13.26
Sundaram Business Cycle Fund Regular Plan Growth	25-06-2024	10.06	0.0	0.0	0.0	0.0
Kotak Business Cycle Fund-Regular Plan-Growth	05-09-2022	7.16	21.0	0.0	0.0	0.0
ICICI Prudential Business Cycle Fund Growth	05-01-2021	7.0	25.06	25.46	0.0	0.0
HDFC Business Cycle Fund - Growth Option	05-11-2022	2.05	15.79	0.0	0.0	0.0
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth	06-12-2021	1.94	16.78	17.88	0.0	0.0
Axis Business Cycles Fund - Regular Plan - Growth	05-02-2023	1.53	19.61	0.0	0.0	0.0
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth	11-09-2023	-1.81	0.0	0.0	0.0	0.0
Tata Business Cycle Fund-Regular Plan-Growth	04-08-2021	-2.12	21.38	24.35	0.0	0.0
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth	15-09-2021	-3.31	19.09	20.41	0.0	0.0

PORTFOLIO ANALYSIS of HSBC Business Cycles Fund - Regular Growth

Asset Allocation (%)