| Category: Equity: Thematic-Others |
| Launch Date: 20-08-2014 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 2.26% As on ( 30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 997.91 Cr As on ( 30-04-2025) |
| Turn over: 28 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| HSBC Business Cycles Fund - Regular Growth | 11.35 | 25.13 | 29.39 | 13.17 | 14.32 |
| NIFTY 500 TRI | 9.43 | 18.38 | 25.09 | 13.85 | 12.51 |
| Equity: Thematic-Others | 8.33 | 20.17 | 27.18 | 13.39 | 12.29 |
Gautam Bhupal, Venugopal Manghat, Sonal Gupta
To seek to generate long-term capital appreciation from a portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HSBC Business Cycles Fund - Regular Growth | 13.82 | 0.81 | 3.91 | 1.1 | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |
Small Cap
40.74%
Others
3.98%
Large Cap
45.5%
Mid Cap
9.78%
| Scheme Name | Launch Date |
1-Year Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 11.35 | 25.13 | 29.39 | 13.17 |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 21.23 | 0.0 | 0.0 | 0.0 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 20.23 | 19.93 | 28.05 | 0.0 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 16.25 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 15.61 | 26.2 | 33.25 | 0.0 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 15.4 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 15.32 | 22.47 | 27.63 | 13.87 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 14.76 | 0.0 | 0.0 | 0.0 |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 12.13 | 18.32 | 0.0 | 0.0 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 11.22 | 22.59 | 27.95 | 0.0 |