HSBC Mutual Fundimage

HSBC Business Cycles Fund

EquitySectoral/ThematicIDCWIDCW-AnnualGrowthIDCW-Reinvestment

Fund Overview

NAV (24 Aug 26)

25.69

AUM (in Cr)

₹ 1182.34

5 Years CAGR

% 9.37

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
HSBC Business Cycles Fund
5.72
6.83
8.29
-5.10
7.54
9.37
Nifty 500
1.59
6.74
0.73
5.88
13.06
12.25
Sectoral/Thematic
0.43
5.31
6.60
9.34
15.79
14.05

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

To seek to generate long-term capital appreciation from a diversified 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.

Expense Ratio
% 1.87
Benchmark
Nifty 500
AUM
₹ 1182.34
Inception Date
-
Turnover Ratio
% 31.00
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days
Asset Class
Equity
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