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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

1,101 Cr

Lock In Period

N/A

Expense Ratio

2.21

Benchmark

NIfty 500 Total Return

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.

Summary

Latest details for HSBC Business Cycles Fund Growth include a 37.4059 NAV as of Mar 13,2026 and returns since inception of 60.46%. Minimum investments start at SIP ₹500. The HSBC Business Cycles Fund Growth AUM is ₹1,101 Cr, with a lock-in of N/A years, expense ratio of 2.21%, and benchmark NIfty 500 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded -8.65% returns, against a category average of -1.44% and a category best of 8.60%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.65-1.448.60
6M-10.031.5647.59
1Y6.996.6586.70
3Y17.0716.34196.29

Portfolio Analysis

  • Equity: 96.84%
  • Debt: 3.16%
  • Others
As on: 2026-01-31
View allocation % by

1. ICICI Bank Limited5.29%
2. HDFC Bank Limited4.21%
3. Kotak Mahindra Bank Limited2.07%
4. RBL Bank Limited0.99%

1. Bharat Electronics Limited2.78%
2. Hindustan Aeronautics Limited2.70%
3. Mtar Technologies Limited1.58%

1. Reliance Industries Limited5.14%

1. Larsen & Toubro Limited2.40%
2. AHLUWALIA CONTRACTS (INDIA) LTD2.18%
3. PNC INFRATECH LIMITED0.39%

1. Multi Commodity Exchange of India Ltd.4.48%

1. ICICI Prudential AMC Ltd2.32%
2. Canara Robeco Mutual Fund1.46%

1. SWIGGY LIMITED1.81%
2. Eternal Limited1.61%
3. Meesho Limited0.21%

1. GE Vernova T&D India Limited1.75%
2. KEC International Limited0.98%
3. Vikram Solar Ltd.0.32%

1. State Bank of India2.26%
2. Bank of Baroda0.60%

1. UltraTech Cement Limited2.28%
2. Birla Corporation Limited0.55%

1. Power Finance Corporation Limited2.10%

1. Motilal Oswal Financial Services1.38%
2. Prudent Corporate Advisory Services Ltd0.66%

1. PNB Housing Finance Limited1.47%
2. Home First Finance Company India Limited0.53%

1. Piramal Finance Ltd1.20%
2. Cholamandalam Invest & Finance Co Ltd0.79%

1. Pine Labs Limited0.98%
2. TBO Tek Limited0.96%

1. Hindalco Industries Limited1.85%

1. PB Fintech Limited1.81%

1. TVS Motor Company Limited1.69%

1. PARADEEP PHOSPHATES LIMITED1.66%

1. BLUE STAR LTD1.46%

1. EIH Limited0.76%
2. Devyani International Limited0.69%

1. Time Technoplast Limited1.36%

1. InterGlobe Aviation Limited1.27%

1. Wakefit Innovations Limited1.23%

1. TITAGARH RAIL SYSTEMS LIMITED1.21%

1. INDIAN HUME PIPE COMPANY LIMITED1.17%

1. Bansal Wire Industries Limited0.63%
2. Tata Steel Limited0.53%

1. POWER MECH PROJECTS LIMITED1.16%

1. KIRLOSKAR PNEUMATIC CO.LTD.1.16%

1. ABB India Limited1.16%

1. Jyoti Cnc Automation Ltd1.15%

1. Sobha Limited1.09%

1. Titan Company Limited1.06%

1. Amber Enterprises India Limited1.05%

1. Tata Motors Commercial Vehicles Limited1.05%

1. ELECTRONICS MART INDIA LIMITED0.71%
2. PG Electroplast Limited0.34%

1. Aditya Birla Real Estate Limited1.01%

About Fund

HSBC Business Cycles Fund Growth managed by HSBC Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,101 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.21. 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.

Peer Comparison

Fund Name1Y3Y
This FundICICI Prudential US Bluechip Equity Fund Growth16.274956.6556
This FundAditya Birla Sun Life International Equity Fund Growth22.755557.2558
This FundHSBC Business Cycles Fund Growth6.991560.4639
This FundUTI Gold Exchange Traded Fund Growth85.2662184.1787
This FundLIC MF Gold ETF Growth86.6987185.7119

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 2.21. 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 : -8.65%
  • 6 Months : -10.03%
  • 1 Year : 6.99%
  • 3 Years : 17.07%
Returns of HSBC Business Cycles Fund Growth are updated daily based on NAV of ₹ 37.4059 as on Mar 13,2026. Since inception, the return has been 60.46%.

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 ₹1,101 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.
Min Inv Amount: ₹500