HSBC Business Cycles Fund - Regular IDCW
Expense Ratio: 2.2
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 30-07-2014
Exit Load: Nil
Fund Size:₹1,140.76 Cr
Performance
1Y
Fund-10.95%
Cat. Avg.N/A
2Y
Fund-6.51%
Cat. Avg.N/A
3Y
Fund6.33%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund8.95%
Cat. Avg.N/A
Fund Facts
Beta
1.09
Std Dev
16.69%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Limited | 59.68 | 5.22% |
| 2 | Mtar Technologies Limited | 46.41 | 4.06% |
| 3 | HDFC Bank Limited | 36.75 | 3.22% |
| 4 | Multi Commodity Exchange of India Ltd. | 34.27 | 3.00% |
| 5 | Reliance Industries Limited | 33.92 | 2.97% |
| 6 | GE Vernova T&D India Limited | 30.38 | 2.66% |
| 7 | Hindalco Industries Limited | 30.38 | 2.66% |
| 8 | ICICI Prudential AMC Ltd | 30.11 | 2.64% |
| 9 | Treps | 28.10 | 2.46% |
| 10 | Bharat Electronics Limited | 27.70 | 2.42% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61598 | +2.7% | +5.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.5% | -1.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.84 L. | +2.0% | +1.3% |
| SI | 07 Dec, 22 | 2.20 L. | 2.38 L. | +8.0% | +4.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 88537 | -11.5% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 87005 | -13.0% | -6.7% |
| 3Y | 20 Jul, 23 | 1 L. | 1.20 L. | +20.2% | +6.3% |
| SI | 28 Nov, 22 | 1 L. | 1.37 L. | +36.7% | +9.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.