HSBC Business Cycles Fund Regular-Growth
Equity
Thematic-Business Cycle
₹-0.12% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1230 Cr
- Created on3 Aug 2014
Fund Ranking
#2
/ 8 in Thematic-Business Cycle
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month15.0%
- 1 Year1.6%
- 3 Year (CAGR)14.9%
- All Time (CAGR)12.8%
Category Return
- 6 Month11.7%
- 1 Year2.4%
- 3 Year (CAGR)13.2%
- All Time (CAGR)12.1%
Asset Allocation
- Equity96.3%
- Other3.7%
Top 5 Holdings
Top 5 Sectors
- Amara Raja Energy & Mobility0.44%
- ABB India1.40%
- Bharat Bijlee0.34%
- Bharat Electronics2.27%
- Blue Star1.04%
Fund Information
- Expense Ratio2.32%
- Exit LoadExit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
- Lock-In PeriodNo Lock-In
Managed By
Venugopal Manghat
July 2014 - Present
Gautam Bhupal
June 2023 - Present
Sonal Gupta
July 2021 - Present
Mayank Chaturvedi
Oct 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.57 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 20.31 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 3.15 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.21