Hsbc Business Cycles Fund Growth Direct Plan

40.14
NAV (Apr 26,2024)

The HSBC Business Cycles Fund - Growth - Direct Plan is a mutual fund that offers investors the opportunity to participate in the growth potential of business cycles. With an annual expense ratio of 1.34%, this fund has a high long-term growth potential. The minimum investment required to start investing in this fund is INR 5000. This fund was established on August 20, 2014, and currently has assets under management worth INR 707.64 crores.

Hsbc Business Cycles Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Business Cycles Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    45.48
  • P/B Ratio
    UM_URBAN_MONEY

    7.43
  • Alpha
    UM_URBAN_MONEY

    0.03
  • Beta
    UM_URBAN_MONEY

    0.94
  • Sharpe
    UM_URBAN_MONEY

    0.20
  • Sortino
    UM_URBAN_MONEY

    0.33

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.34%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

707.64 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,426.65 (14.27%)13,473.35 (34.73%)15,081.13 (50.81%)20,606.86 (106.07%)25,741.98 (157.42%)
34,279.95 (14.27%)40,420.05 (34.73%)45,243.39 (50.81%)61,820.58 (106.07%)77,225.94 (157.42%)
57,133.25 (14.27%)67,366.75 (34.73%)75,405.65 (50.81%)1,03,034.3 (106.07%)1,28,709.9 (157.42%)
91,413.2 (14.27%)1,07,786.8 (34.73%)1,20,649.04 (50.81%)1,64,854.88 (106.07%)2,05,935.84 (157.42%)
1,14,266.5 (14.27%)1,34,733.5 (34.73%)1,50,811.3 (50.81%)2,06,068.6 (106.07%)2,57,419.8 (157.42%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Bank Limited5.99%
  • Larsen & Toubro Limited4.98%
  • Trent Limited4.62%
  • HDFC Bank Limited4.34%
  • Multi Commodity Exchange of India Limited4.26%
  • Reliance Industries Limited4.02%
  • State Bank of India3.59%
  • Ahluwalia Contracts India Limited3.01%
  • UltraTech Cement Limited2.91%
  • ABB India Limited2.82%
  • Power Mech Projects Limited2.75%
  • Bharat Electronics Limited2.60%
  • Ratnamani Metals & Tubes Limited2.42%
  • Aegis Logistics Limited2.32%
  • Gujarat Fluorochemicals Limited2.23%
  • Timken India Limited2.07%
  • Gokaldas Exports Limited2.06%
  • Birla Corporation Limited2.00%
  • KEC International Limited1.74%
  • IndusInd Bank Limited1.69%
  • Treps1.67%
  • Blue Star Limited1.60%
  • GMM Pfaudler Limited1.55%
  • Mahindra Lifespace Developers Limited1.54%
  • EIH Limited1.52%
  • Century Textiles & Industries Limited1.51%
  • Titan Company Limited1.51%
  • Kirloskar Pneumatic Co Limited1.50%
  • TVS Motor Company Limited1.43%
  • AIA Engineering Limited1.40%
  • Sundram Fasteners Limited1.39%
  • VRL Logistics Limited1.33%
  • PNC Infratech Limited1.31%
  • Kajaria Ceramics Limited1.30%
  • Kotak Mahindra Bank Limited1.29%
  • Brigade Enterprises Limited1.27%
  • Hindalco Industries Limited1.26%
  • Canara Bank1.24%
  • Carborundum Universal Limited1.16%
  • Indian Hume Pipe Company Limited1.14%
  • APL Apollo Tubes Limited1.13%
  • PB Fintech Limited1.08%
  • Amber Enterprises India Limited1.04%
  • Bank of Baroda0.98%
  • NCC Limited0.95%
  • Cholamandalam Investment & Finance Company Limited0.94%
  • The Ramco Cements Limited0.94%
  • Motherson Sumi Wiring India Limited0.87%
  • HG Infra Engineering Limited0.85%
  • Container Corporation of India Limited0.55%
  • Jindal Stainless Limited0.50%
  • Net Current Assets including cash & bank balances-0.15%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

46.50%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

40.23%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

31.01%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

30.74%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

30.59%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

25.47%

Axis Special Situations Fund - Regular Plan - GrowthAxis Special Situations Fund - Regular Plan - Growth

EQUITY

Very High

19.41%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

14.11%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

11.10%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

6.61%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

68.22%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

60.72%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

51.38%

Bandhan Transportation and Logistics Fund - Regular Plan - GrowthBandhan Transportation and Logistics Fund - Regular Plan - Growth

EQUITY

Very High

46.54%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

43.81%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

41.10%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

37.11%

Axis Special Situations Fund - Regular Plan - GrowthAxis Special Situations Fund - Regular Plan - Growth

EQUITY

Very High

35.48%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

31.19%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

16.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

39.53%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

31.58%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

28.89%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

19.71%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.53%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.24%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

16.26%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

15.28%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

10.76%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.71%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

27.16%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

22.99%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

21.76%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

19.62%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

19.28%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.45%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

15.31%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

9.31%

Fund Managers

GB

Mr. Gautam BhupalVice President - Investment Management

Over 11 years of experiences in areas of Research and Fund Management.

VM

Mr. Venugopal ManghatCo-Head Equities

Mr.Venugopal M. has Gained good understanding of the stock market having worked as dealer at Tata Asset Management Ltd for about two years after which he assumed equity fund management responsibility. Has cleared the certification exam of the BSE Training Institute, for participating in the derivatives market. Has good exposure to large number of industries and companies having done fundamental research over the years.

Get your latest Credit Score, FREE

Compare with similar Funds

HSBC Business Cycles Fund - Growth - Direct Plan

vs

HSBC Business Cycles Fund - Growth - Direct Plan

vs

HSBC Business Cycles Fund - Growth - Direct Plan

vs

HSBC Business Cycles Fund - Growth - Direct Plan

vs

HSBC Business Cycles Fund - Growth - Direct Plan

vs

HSBC Business Cycles Fund - Growth - Direct Plan

vs

HSBC Business Cycles Fund - Growth - Direct Plan

vs

HSBC Business Cycles Fund - Growth - Direct Plan

vs

HSBC Business Cycles Fund - Growth - Direct Plan

vs

HSBC Business Cycles Fund - Growth - Direct Plan

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money