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HSBC Business Cycles Fund - Regular Growth

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Category: Equity: Thematic-Others
Launch Date: 20-08-2014
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.27% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,014.68 Cr As on (29-11-2024)
Turn over: 28%
NAV as on 27-12-2024

43.2377

-0.07 (-0.1522%)

CAGR Since Inception

15.18%

NIFTY 500 TRI 12.63%

PERFORMANCE of HSBC Business Cycles Fund - Regular Growth

Scheme Performance (%)

Data as on - 27-12-2024

Yearly Performance (%)

Fund Managers

Venugopal Manghat, Gautam Bhupal, Sonal Gupta

Investment Objective

The scheme seeks to generate long term capital appreciation from a portfolio of 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.

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value		 Returns
(%)
20-08-2014 10.0 10000.0 100000 0.0 %
22-09-2014 10.46 - 104600 4.6 %
20-10-2014 10.193 - 101930 1.93 %
20-11-2014 11.279 - 112790 12.79 %
22-12-2014 11.324 - 113240 13.24 %
20-01-2015 12.105 - 121050 21.05 %
20-02-2015 12.453 - 124530 24.53 %
20-03-2015 12.335 - 123350 23.35 %
20-04-2015 12.194 - 121940 21.94 %
20-05-2015 12.151 - 121510 21.51 %
22-06-2015 12.25 - 122500 22.5 %
20-07-2015 12.908 - 129080 29.08 %
20-08-2015 12.54 - 125400 25.4 %
21-09-2015 11.872 - 118720 18.72 %
20-10-2015 12.283 - 122830 22.83 %
20-11-2015 11.751 - 117510 17.51 %
21-12-2015 11.772 - 117720 17.72 %
20-01-2016 10.536 - 105360 5.36 %
22-02-2016 10.185 - 101850 1.85 %
21-03-2016 10.949 - 109490 9.49 %
20-04-2016 11.494 - 114940 14.94 %
20-05-2016 11.142 - 111420 11.42 %
20-06-2016 11.905 - 119050 19.05 %
20-07-2016 12.631 - 126310 26.31 %
22-08-2016 12.949 - 129490 29.49 %
20-09-2016 13.274 - 132740 32.74 %
20-10-2016 13.653 - 136530 36.53 %
21-11-2016 12.016 - 120160 20.16 %
20-12-2016 12.227 - 122270 22.27 %
20-01-2017 12.94 - 129400 29.4 %
20-02-2017 13.829 - 138290 38.29 %
20-03-2017 14.076 - 140760 40.76 %
20-04-2017 14.937 - 149370 49.37 %
22-05-2017 15.071 - 150710 50.71 %
20-06-2017 15.489 - 154890 54.89 %
20-07-2017 15.578 - 155780 55.78 %
21-08-2017 15.447 - 154470 54.47 %
20-09-2017 16.321 - 163210 63.21 %
23-10-2017 16.311 - 163110 63.11 %
20-11-2017 16.871 - 168710 68.71 %
20-12-2017 17.595 - 175950 75.95 %
22-01-2018 17.856 - 178560 78.56 %
20-02-2018 16.644 - 166440 66.44 %
20-03-2018 16.238 - 162380 62.38 %
20-04-2018 17.081 - 170810 70.81 %
21-05-2018 16.189 - 161890 61.89 %
20-06-2018 15.698 - 156980 56.98 %
20-07-2018 15.202 - 152020 52.02 %
20-08-2018 15.888 - 158880 58.88 %
21-09-2018 14.721 - 147210 47.21 %
22-10-2018 13.571 - 135710 35.71 %
20-11-2018 14.517 - 145170 45.17 %
20-12-2018 14.889 - 148890 48.89 %
21-01-2019 14.462 - 144620 44.62 %
20-02-2019 13.549 - 135490 35.49 %
20-03-2019 15.039 - 150390 50.39 %
22-04-2019 15.032 - 150320 50.32 %
20-05-2019 15.324 - 153240 53.24 %
20-06-2019 15.775 - 157750 57.75 %
22-07-2019 14.922 - 149220 49.22 %
20-08-2019 14.284 - 142840 42.84 %
20-09-2019 14.909 - 149090 49.09 %
22-10-2019 15.179 - 151790 51.79 %
20-11-2019 15.217 - 152170 52.17 %
20-12-2019 15.397 - 153970 53.97 %
20-01-2020 16.17 - 161700 61.7 %
20-02-2020 16.5 - 165000 65.0 %
20-03-2020 11.57 - 115700 15.7 %
20-04-2020 11.632 - 116320 16.32 %
20-05-2020 10.982 - 109820 9.82 %
22-06-2020 12.765 - 127650 27.65 %
20-07-2020 13.181 - 131810 31.81 %
20-08-2020 13.902 - 139020 39.02 %
21-09-2020 14.051 - 140510 40.51 %
20-10-2020 14.287 - 142870 42.87 %
20-11-2020 15.957 - 159570 59.57 %
21-12-2020 16.181 - 161810 61.81 %
20-01-2021 17.721 - 177210 77.21 %
22-02-2021 18.764 - 187640 87.64 %
22-03-2021 18.742 - 187420 87.42 %
20-04-2021 18.421 - 184210 84.21 %
20-05-2021 19.312 - 193120 93.12 %
21-06-2021 20.246 - 202460 102.46 %
20-07-2021 20.804 - 208040 108.04 %
20-08-2021 20.927 - 209270 109.27 %
20-09-2021 22.166 - 221660 121.66 %
20-10-2021 23.338 - 233380 133.38 %
22-11-2021 22.813 - 228130 128.13 %
20-12-2021 21.708 - 217080 117.08 %
20-01-2022 23.773 - 237730 137.73 %
21-02-2022 22.387 - 223870 123.87 %
21-03-2022 22.221 - 222210 122.21 %
20-04-2022 22.636 - 226360 126.36 %
20-05-2022 21.004 - 210040 110.04 %
20-06-2022 19.743 - 197430 97.43 %
20-07-2022 22.16 - 221600 121.6 %
22-08-2022 23.523 - 235230 135.23 %
20-09-2022 24.813 - 248130 148.13 %
20-10-2022 23.747 - 237470 137.47 %
21-11-2022 24.272 - 242720 142.72 %
20-12-2022 24.5832 - 245832 145.83 %
20-01-2023 23.9425 - 239425 139.43 %
20-02-2023 23.9388 - 239388 139.39 %
20-03-2023 23.251 - 232510 132.51 %
20-04-2023 24.4681 - 244681 144.68 %
22-05-2023 25.7395 - 257395 157.39 %
20-06-2023 26.9074 - 269074 169.07 %
20-07-2023 28.0723 - 280723 180.72 %
21-08-2023 27.9888 - 279888 179.89 %
20-09-2023 28.7356 - 287356 187.36 %
20-10-2023 28.4187 - 284187 184.19 %
20-11-2023 29.4368 - 294368 194.37 %
20-12-2023 30.9568 - 309568 209.57 %
23-01-2024 31.8547 - 318547 218.55 %
20-02-2024 34.395 - 343950 243.95 %
20-03-2024 32.7887 - 327887 227.89 %
22-04-2024 35.9357 - 359357 259.36 %
21-05-2024 38.6151 - 386151 286.15 %
20-06-2024 40.8819 - 408819 308.82 %
22-07-2024 41.1945 - 411945 311.94 %
20-08-2024 42.4748 - 424748 324.75 %
20-09-2024 44.4427 - 444427 344.43 %
21-10-2024 44.3766 - 443766 343.77 %
21-11-2024 41.1739 - 411739 311.74 %
20-12-2024 43.2686 - 432686 332.69 %
27-12-2024 43.2377 - 432377 332.38 %

RETURNS CALCULATOR for HSBC Business Cycles Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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.

Riskometer

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 1.19 7.49 0.95 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of HSBC Business Cycles Fund - Regular Growth

Compare SIP Compare Lumpsum
Amount :
Start :
End :
Period
Data as on - 27-12-2024
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 36.86 34.31 24.57 22.77 14.4
HDFC Defence Fund - Growth Option 05-06-2023 41.85 0.0 0.0 0.0 0.0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 41.51 0.0 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 38.02 45.27 28.15 27.86 16.85
ICICI Prudential Innovation Fund - Growth 05-04-2023 29.57 0.0 0.0 0.0 0.0
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 29.5 32.22 12.25 23.68 0.0
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 29.41 33.06 18.08 23.96 0.0
Quant Momentum Fund - Growth Option - Regular Plan 20-11-2023 28.69 0.0 0.0 0.0 0.0
Axis Innovation Fund - Regular Plan - Growth Option 05-12-2020 28.63 25.74 11.69 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 28.57 25.15 0.0 0.0 0.0

PORTFOLIO ANALYSIS of HSBC Business Cycles Fund - Regular Growth

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

46.28%

Others

3.42%

Large Cap

39.79%

Mid Cap

10.51%

Total

100%