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HSBC Business Cycles Fund(IDCW-Payout)

IDCW
29.630.23% (-0.07)

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HSBC Business Cycles Fund(IDCW-Payout)

IDCW
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,016 Cr
Very High RiskPrinciple investment will be at very high risk
29.630.23% (-0.07)

Price Chart

High
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Low
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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,016 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.1550.181.69
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3947.890.70

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 10% of units and 1% for above the limits on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
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

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC Business Cycles Fund(IDCW-Payout)28.77%17.73%11.06%
ICICI Pru India Opp Fund(IDCW-Payout)15.08%17.32%17.80%
HDFC Manufacturing Fund(IDCW)———
SBI Innovative Opportunities Fund(IDCW)———

Price Comparison

Compare HSBC Business Cycles Fund(IDCW-Payout) with any MF, ETF, stock or index
Compare HSBC Business Cycles Fund(IDCW-Payout) with any MF, ETF, stock or index
HSBC Business Cycles Fund(IDCW-Payout)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity3.42%96.58%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+23 moreDiversified ChemicalsInvestment Banking & BrokerageRetail - SpecialityPrivate BanksConstruction & Engineering56.95 %6.10 %6.22 %6.73 %8.85 %15.14 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2416.14%17.57%18.08%17.56%16.46%15.14%
Construction & Engineering as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Trent Ltd
    TRENT
    3M change : -1.11 %

    Holdings

    6.73 %

    -1.11 %
  • Multi Commodity Exchange of India Ltd
    MCX
    3M change : 0.74 %

    Holdings

    5.74 %

    0.74 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.09 %

    Holdings

    5.44 %

    0.09 %

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

    44

  • Total AUM

    ₹ 1,29,980.30 Cr.

Fund Manager Profile

Gautam Bhupal

AUM:  ₹37,116.34 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Venugopal Manghat

AUM:  ₹55,692.19 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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