Money Lancer
Equity: Thematic-Business-Cycle
HSBC Mutual Fund
HSBC Mutual Fund · Equity: Thematic-Business-Cycle

HSBC BusIness Cycles Fund - Regular Growth

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.

EquityBenchmark · Nifty 500 TRITER · 2.22%Inception · 20-08-2014
NAV
42.97
+0.98% · as of 15-07-2026
Since inception
13.02%
CAGR
Benchmark (inception)
12.16%
CAGR
Fund size
₹1,183 Cr
AUM
Expense ratio
2.22%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +13.02% CAGR vs benchmark +12.16%.

Portfolio

Where the money is invested

Top holdings

ICICI BANK LIMITED EQ NEW FV RS. 2/-5.22%
MTAR TECHNOLOGIES  LIMITED EQ4.06%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.22%
Multi Commodity Exchange of India L3.00%
RELIANCE INDUSTRIES LIMITED EQ2.97%
GE T&D INDIA LIMITED EQ NEW RS. 2/-2.66%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-2.66%
ICICI Prudential Asset Management Company Limited2.64%
Treps2.46%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-2.42%

Sector allocation

Financial Services35.42%
Capital Goods21.95%
Consumer Services6.83%
Construction6.49%
Consumer Durables5.31%
Metals & Mining3.93%
Automobile and Auto Components3.28%
Chemicals3.21%
Services2.99%
Oil, Gas & Consumable Fuels2.97%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 13.0% p.a.
₹10,000
10 years
Projected value
₹24,69,781
Invested: ₹12,00,000
Gained: ₹12,69,781
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
G
Gautam Bhupal, Mayank Chaturvedi
Manager since fund inception data not available
ISIN & identifiers
AMFI code
151144
ISIN (Growth)
INF917K01RF8
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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