What is the current price / NAV of HSBC Business Cycles Fund?
The current NAV of HSBC Business Cycles Fund is ₹39.36, as of 12th March 2025.What are the returns of HSBC Business Cycles Fund?
The HSBC Business Cycles Fund was launched on 20th August 2014. This mutual fund's past returns are as follows:- 1 Year Returns: 7.04%
- 3 Year Returns: 20.12%
- 5 Year Returns: 23.36%
What are the top 5 sectoral holdings of HSBC Business Cycles Fund?
The top sectors HSBC Business Cycles Fund has invested in are as follows:- Construction & Engineering | 13.13%
- Private Banks | 12.53%
- Industrial Machinery | 6.49%
- Investment Banking & Brokerage | 5.88%
- Oil & Gas - Refining & Marketing | 5.64%
What are the top 5 holdings of HSBC Business Cycles Fund?
The top 5 holdings for HSBC Business Cycles Fund are as follows:- ICICI Bank Ltd | 5.99%
- Reliance Industries Ltd | 5.64%
- Multi Commodity Exchange of India Ltd | 5.51%
- Trent Ltd | 5.43%
- HDFC Bank Ltd | 5.00%
What is the asset allocation of HSBC Business Cycles Fund?
The asset allocation for HSBC Business Cycles Fund is as follows:- Equity | 97.71%
- Cash & Equivalents | 2.29%
What is the AUM of HSBC Business Cycles Fund?
The AUM (i.e. assets under management) of HSBC Business Cycles Fund is ₹854.89 Cr as of 12th March 2025.What is the expense ratio of HSBC Business Cycles Fund?
The expense ratio of HSBC Business Cycles Fund Plan is 1.19 as of 12th March 2025.What is the alpha ratio of HSBC Business Cycles Fund?
The alpha ratio for the HSBC Business Cycles Fund is 3.14
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of HSBC Business Cycles Fund?
The volatility or standard deviation for the HSBC Business Cycles Fund is 21.31
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of HSBC Business Cycles Fund?
The Sharpe ratio for the HSBC Business Cycles Fund is 0.23
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of HSBC Business Cycles Fund?
The Sortino Ratio for the HSBC Business Cycles Fund is 0.02
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of HSBC Business Cycles Fund?
The PE ratio of HSBC Business Cycles Fund is 45.85, while category PE ratio is 40.41.
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HSBC Business Cycles Fund
Growth
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 854 Cr
Very High RiskPrinciple investment will be at very high risk
39.360.23% (+0.09)
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EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 854 Cr
Very High RiskPrinciple investment will be at very high risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.19 | 45.85 | 0.23 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.45 | 40.41 | -0.71 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
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| NIFTY 500 - TRI |
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Peers & Comparison
Comparing 3 mutual funds from
EquityThematic Fund
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Business Cycles Fund | 7.04% | 20.12% | 13.84% |
| ICICI Pru India Opp Fund | 8.54% | 23.68% | 22.09% |
| HDFC Manufacturing Fund | — | — | — |
| SBI Innovative Opportunities Fund | — | — | — |
Price Comparison
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HSBC Business Cycles Fund
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Feb 2025
ACTUAL
Jun 2024
Sep 2024
Dec 2024
Feb 2025
Sector Distribution
Jun 2024
Sep 2024
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Feb 2025
Sector Weightage
Construction & Engineering
Construction & Engineering as a % of total holdings for last six quarters
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
5.99 %
0.55 %Holdings
5.64 %
1.95 %Holdings
5.51 %
-0.23 %
AMC Profile
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
45
Total AUM
₹ 1,17,799.93 Cr.
Fund Manager Profile
Gautam Bhupal
AUM: ₹32,024.08 Cr.
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Exp: —
Venugopal Manghat
AUM: ₹45,745.54 Cr.
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Exp: 18yrs
Manager Performance (0)
Equity: Thematic Fund
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%