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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹977 Cr

Lock In Period

N/A

Expense Ratio

2.24

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 ₹41.3533 NAV as of Apr 24,2026 and returns since inception of 70.90%. Minimum investments start at SIP ₹500. The HSBC Business Cycles Fund Growth AUM is ₹977 Cr, with a lock-in of N/A years, expense ratio of 2.24%, 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 15.94% returns, against a category average of 0.64% and a category best of 16.23%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M15.940.6416.23
6M-3.230.6128.45
1Y3.103.7168.83
3Y19.5611.89196.29

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 managed by HSBC Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹977 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
This FundAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth013.04 CR1.74
This FundHSBC Business Cycles Fund Growth0976.62 CR2.24
This FundLIC MF Gold ETF Growth01346.43 CR0.45
This FundUTI Gold Exchange Traded Fund Growth04098.98 CR0.47
Fund Name1Y3Y
This FundAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth-3.009870.4186
This FundHSBC Business Cycles Fund Growth3.104670.9037
This FundLIC MF Gold ETF Growth54.6304143.3522
This FundUTI Gold Exchange Traded Fund Growth54.4289143.8246

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 : 15.94%
  • 6 Months : -3.23%
  • 1 Year : 3.10%
  • 3 Years : 19.56%
Returns of HSBC Business Cycles Fund Growth are updated daily based on NAV of ₹ 41.3533 as on Apr 24,2026. Since inception, the return has been 70.90%.

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 ₹977 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