Widely used:
Analyst’s Choice
Recently Viewed
Clear AllValue Research Rating
Analyst’s Choice
Riskometer
Very High
₹40.0007 1.27%
As on 28-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
HSBC Business Cycles Fund - Regular Plan
|
|
Very High
|
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2.29 |
||
|
|
Very High
|
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1.63 |
|||
|
|
Very High
|
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1.73 |
|||
|
|
Very High
|
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1.70 |
|||
|
|
Very High
|
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1.79 |
₹967 Cr
1.00 (365)
5,000
500
500
6
Investment Strategy
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.
Suitability
Such thematic funds are avoidable for most investors because:
If you still choose to invest:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
HSBC Business Cycles Fund - Regular Plan is a fund that invests mainly in companies that adhere to the narrow mandate mentioned in its investment objective.
Mutual funds can be bought directly from the website of the fund house. For instance, HSBC Business Cycles Fund - Regular Plan fund can be purchased from the website of HSBC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of HSBC Business Cycles Fund - Regular Plan is ₹40.0007 as of 29-Apr-2025.
The AUM of HSBC Business Cycles Fund - Regular Plan Fund is ₹967 Cr as of 31-Mar-2025
The riskometer level of HSBC Business Cycles Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
5.92
|
|
|
5.29
|
|
|
5.27
|
|
|
5.18
|
|
|
4.66
|
As of 31-Mar-2025, HSBC Business Cycles Fund - Regular Plan had invested 97.23% in Equity and 2.77% in Cash & Cash Eq. See More
HSBC Business Cycles Fund - Regular Plan is 10 years 8 months old. It has delivered 13.84% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
8.16%
|
20.89%
|
27.99%
|
12.92%
|
12.92%
|
13.84%
|
No, There is no lock in period in HSBC Business Cycles Fund - Regular Plan.
The expense ratio of HSBC Business Cycles Fund - Regular Plan is 2.29.
