Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

HSBC Business Cycles Fund

HS

HSBC Business Cycles Fund

Thematic-Business CycleRank #10
Not Rated

NAV (2026-07-14)

42.55

AUM

₹1,182.69 Cr

Exp. Ratio: 2.33%

RISK LEVEL

Very High

Returns & Performance

1 Year-2.88%5.07% vs cat avgRank #15
3 Year15.45%1.45% vs cat avgRank #2
5 Year15.19%0.00% vs cat avgRank #1
Since Launch12.93%--

Fund vs Category Average

1Y
-2.88%-5.07%
3Y
15.45%+1.45%
5Y
15.19%+0.00%

Pros & Cons

Pros

Strong 3Y track record vs category
No lock-in period
Decent 1Y category rank (#15)
Overall top-10 rank in category (#10)

Cons

1Y returns trail category average
5Y returns below category average
Higher expense ratio (2.33%)
ISININF917K01RF8
NAV₹42.55
NAV Date2026-07-14
AUM₹1,182.69 Cr
Expense Ratio2.33%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2002-05-27

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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Mayank Chaturvedi

Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)

Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.

Top Holdings

Holdings data not available for this scheme