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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 ₹36.8212 NAV as of Apr 02,2026 and returns since inception of 54.23%. 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 -7.65% returns, against a category average of -1.76% and a category best of 8.60%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.65-1.768.60
6M-12.880.5527.59
1Y-5.624.4664.27
3Y15.5414.81196.29

Portfolio Analysis

  • Equity: 98.02%
  • Debt: 1.98%
  • Others
As on: 2026-02-28
View allocation % by

1. ICICI Bank Limited5.32%
2. HDFC Bank Limited3.98%
3. Kotak Mahindra Bank Limited2.08%
4. RBL Bank Limited2.06%

1. Bharat Electronics Limited2.72%
2. Hindustan Aeronautics Limited2.27%
3. Mtar Technologies Limited2.04%

1. Reliance Industries Limited5.08%

1. Larsen & Toubro Limited2.58%
2. AHLUWALIA CONTRACTS (INDIA) LTD1.93%
3. PNC INFRATECH LIMITED0.37%

1. ICICI Prudential AMC Ltd2.40%
2. Canara Robeco Mutual Fund1.45%

1. SWIGGY LIMITED1.75%
2. Eternal Limited1.44%
3. Meesho Limited0.19%

1. Multi Commodity Exchange of India Ltd.3.13%

1. State Bank of India2.50%
2. Bank of Baroda0.63%

1. GE Vernova T&D India Limited2.06%
2. KEC International Limited0.85%

1. UltraTech Cement Limited2.26%
2. Birla Corporation Limited0.52%

1. Power Finance Corporation Limited2.27%

1. Piramal Finance Ltd1.18%
2. Cholamandalam Invest & Finance Co Ltd0.83%

1. InterGlobe Aviation Limited1.97%

1. Motilal Oswal Financial Services1.32%
2. Prudent Corporate Advisory Services Ltd0.64%

1. Tata Steel Limited1.35%
2. Bansal Wire Industries Limited0.60%

1. PNB Housing Finance Limited1.46%
2. Home First Finance Company India Limited0.48%

1. Hindalco Industries Limited1.76%

1. TVS Motor Company Limited1.76%

1. TBO Tek Limited0.83%
2. Pine Labs Limited0.81%

1. PB Fintech Limited1.60%

1. BLUE STAR LTD1.54%

1. EIH Limited0.75%
2. Devyani International Limited0.75%

1. Amber Enterprises India Limited1.45%

1. PARADEEP PHOSPHATES LIMITED1.44%

1. Tata Motors Commercial Vehicles Limited1.38%

1. Time Technoplast Limited1.37%

1. Wakefit Innovations Limited1.25%

1. ABB India Limited1.25%

1. ELECTRONICS MART INDIA LIMITED0.78%
2. PG Electroplast Limited0.38%

1. Jyoti Cnc Automation Ltd1.16%

1. Titan Company Limited1.14%

1. Sobha Limited1.04%

1. Gokaldas Exports Limited1.02%

1. TITAGARH RAIL SYSTEMS LIMITED1.02%

1. Aditya Birla Real Estate Limited1.02%

1. INDIAN HUME PIPE COMPANY 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 NameRatingsAUMExpense Ratio
This FundQuant Flexi Cap Fund Growth36353.92 CR1.83
This FundAditya Birla Sun Life International Equity Fund Growth2303.58 CR2.53
This FundHSBC Business Cycles Fund Growth11101.49 CR2.21
This FundAxis Gold Exchange Traded Fund Growth05389.26 CR0.56
This FundICICI Prudential Gold ETF Growth425941.63 CR0.5
Fund Name1Y3Y
This FundQuant Flexi Cap Fund Growth-1.802951.5362
This FundAditya Birla Sun Life International Equity Fund Growth25.882253.31
This FundHSBC Business Cycles Fund Growth-5.621354.2282
This FundAxis Gold Exchange Traded Fund Growth58.7984139.6231
This FundICICI Prudential Gold ETF Growth64.2709144.7727

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 : -7.65%
  • 6 Months : -12.88%
  • 1 Year : -5.62%
  • 3 Years : 15.54%
Returns of HSBC Business Cycles Fund Growth are updated daily based on NAV of ₹ 36.8212 as on Apr 02,2026. Since inception, the return has been 54.23%.

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