HSBC Business Cycles Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

HSBC Business Cycles Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

1,149 Cr

Lock In Period

N/A

Expense Ratio

2.24

Exit Load

If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.

Benchmark

NIfty 500 Total Return

Summary

HSBC Business Cycles Fund Growth NAV is ₹41.4773 as of 16 May, 2026. HSBC Business Cycles Fund Growth has delivered 59.92% returns since its launch. The minimum SIP investment amount in HSBC Business Cycles Fund Growth is ₹500. The AUM of HSBC Business Cycles Fund Growth is ₹1,149 Cr. The expense ratio of the fund is 2.24%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund is If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.. In the last 1M months, HSBC Business Cycles Fund Growth has delivered 3.45% returns.

HSBC Business Cycles Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.450.6817.21
6M-3.061.5937.49
1Y0.835.2078.79
3Y16.9414.59196.29

Portfolio Analysis

  • Equity: 96.93%
  • Debt: 3.07%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited5.25%
2. HDFC Bank Limited3.70%
3. RBL Bank Limited2.11%
4. Kotak Mahindra Bank Limited2.00%

1. Bharat Electronics Limited2.77%
2. Hindustan Aeronautics Limited2.28%
3. Mtar Technologies Limited2.09%

1. Reliance Industries Limited5.53%

1. Larsen & Toubro Limited2.39%
2. AHLUWALIA CONTRACTS (INDIA) LTD1.84%
3. PNC INFRATECH LIMITED0.32%

1. ICICI Prudential AMC Ltd2.44%
2. Motilal Oswal Financial Services1.30%
3. Prudent Corporate Advisory Services Ltd0.67%

1. Eternal Limited2.09%
2. SWIGGY LIMITED1.70%

1. Multi Commodity Exchange of India Ltd.3.08%

1. GE Vernova T&D India Limited2.20%
2. KEC International Limited0.84%

1. State Bank of India2.29%
2. Bank of Baroda0.55%

1. Power Finance Corporation Limited2.34%

1. UltraTech Cement Limited2.16%

1. Piramal Finance Ltd1.41%
2. Cholamandalam Invest & Finance Co Ltd0.74%

1. Tata Steel Limited1.38%
2. Bansal Wire Industries Limited0.69%

1. PNB Housing Finance Limited1.50%
2. Home First Finance Company India Limited0.46%

1. Hindalco Industries Limited1.90%

1. InterGlobe Aviation Limited1.82%

1. PB Fintech Limited1.74%

1. TVS Motor Company Limited1.72%

1. TBO Tek Limited0.81%
2. Pine Labs Limited0.75%

1. BLUE STAR LTD1.44%

1. PARADEEP PHOSPHATES LIMITED1.43%

1. Canara Robeco Mutual Fund1.41%

1. ABB India Limited1.37%

1. EIH Limited0.73%
2. Devyani International Limited0.63%

1. Amber Enterprises India Limited1.34%

1. Time Technoplast Limited1.34%

1. Tata Motors Commercial Vehicles Limited1.21%

1. APL Apollo Tubes Limited0.99%
2. Hi-Tech Pipes Limited0.19%

1. Titan Company Limited1.17%

1. Jyoti Cnc Automation Ltd1.15%

1. Wakefit Innovations Limited1.15%

1. ELECTRONICS MART INDIA LIMITED0.77%
2. PG Electroplast Limited0.32%

1. Gokaldas Exports Limited1.05%

About Fund HSBC Business Cycles Fund Growth

HSBC Business Cycles Fund Growth managed by HSBC Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,149 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.24. Under the expert guidance of Gautam Bhupal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Gautam Bhupal

Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)Prior to joining HSBC Mutual Fund he was working with UTI AMC as an Equity Research Analyst from May 2004 till June 2008. He has over 11 years of experience in areas of Research and Fund Management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HDFC Housing Opportunities Fund Growth41207.97 CR2.27
Nippon India Quant Fund Growth2111.89 CR0.96
HSBC Business Cycles Fund Growth41149.12 CR2.24
LIC MF Gold ETF Growth01404.97 CR0.45
UTI Gold Exchange Traded Fund Growth04098.98 CR0.47
Fund Name1Y3Y
This FundHDFC Housing Opportunities Fund Growth-0.694652.0197
This FundNippon India Quant Fund Growth1.180158.9198
This FundHSBC Business Cycles Fund Growth0.83159.9234
This FundLIC MF Gold ETF Growth69.5348157.6352
This FundUTI Gold Exchange Traded Fund Growth69.2074158.2671

HSBC Business Cycles Fund Growth FAQs

HSBC Business Cycles Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Business Cycles Fund Growth is 2.24. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Business Cycles Fund Growth’s fund performance is as follows:
  • 1 Month : 3.45%
  • 6 Months : -3.06%
  • 1 Year : 0.83%
  • 3 Years : 16.94%
Returns of HSBC Business Cycles Fund Growth are updated daily based on NAV of ₹ 41.4773 as on May 14,2026. Since inception, the return has been 59.92%.

You can invest in HSBC Business Cycles Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Business Cycles Fund Growth is ₹1,149 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Business Cycles Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.