HSBC Business Cycles Fund (G)
Thematic FundNAV
40.85(0.45%)Fund Size (CR)
₹1,178.73Expense Ratio
2.32Scheme Type
Active FundValue Research
-
Min. investment
₹5,000Minimum Additional Investment
₹0Minimum SIP Investment
₹500Minimum Withdrawal
₹500Exit Load
0%Return Since Launch
12.19%
Basic Details
Scheme Manager
Gautam Bhupal
Bench Mark
Nifty 500 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | October 19, 2026 | 9714.06 | -2.86% | - | -1.57% | 702/768 |
| 1 Month | September 25, 2026 | 9415.41 | -5.85% | - | -5.15% | 526/768 |
| 3 Month | July 27, 2026 | 9635.75 | -3.64% | - | -5.04% | 202/755 |
| 6 Month | April 27, 2026 | 9730.56 | -2.69% | - | -1.67% | 390/755 |
| 1 Year | October 27, 2025 | 9395.20 | -6.05% | -6.05% | -2.58% | 421/712 |
| 3 Year | October 27, 2023 | 14707.64 | 47.08% | 13.71% | 13.03% | 189/430 |
| 5 Year | October 27, 2021 | 17302.90 | 73.03% | 11.58% | 11.16% | 142/330 |
| Since Inception | August 20, 2014 | 40672.20 | 306.72% | 12.19% | 8.67% | 312/768 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | November 3, 2025 | 1,20,000 | 118125.85 | -1.56% | -1.56% |
| 3 Year | November 1, 2023 | 3,60,000 | 373218.02 | 3.67% | 1.21% |
| 5 Year | November 1, 2021 | 6,00,000 | 780221.21 | 30.04% | 5.39% |
| 10 Year | November 1, 2016 | 12,00,000 | 2373737.61 | 97.81% | 7.06% |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Risk Ratios
5.94%
Standard Deviation
1.19%
Beta
0.50%
Sharpe Ratio
-0.01%
Treynor's Ratio
4.17%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| ICICI Bank | 5.33% | 475000 | 62.78 | Equity | Banks |
| MTAR Technologie | 3.90% | 58900 | 45.92 | Equity | Aerospace & Defence |
| Interglobe Aviat | 3.38% | 80000 | 39.87 | Equity | Air Transport Service |
| HDFC Bank | 2.97% | 493600 | 34.98 | Equity | Banks |
| Reliance Industr | 2.58% | 256700 | 30.47 | Equity | Refineries |
| Hind.Aeronautics | 2.53% | 63800 | 29.78 | Equity | Aerospace & Defence |
| RBL Bank | 2.43% | 710100 | 28.64 | Equity | Banks |
| ICICI AMC | 2.26% | 85100 | 26.69 | Equity | Finance |
| Bharat Electron | 2.22% | 674300 | 26.18 | Equity | Aerospace & Defence |
| Larsen & Toubro | 2.12% | 66500 | 25.00 | Equity | Infrastructure Developers & Operators |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Nippon India Taiwan Equity Fund - Direct (G) | 1147.02 | -13.86% | -1.15% | -2.98% | 87.33% | 57.40% | |
| Nippon India Taiwan Equity Fund - Direct (IDCW) | 1147.02 | -13.86% | -1.15% | -2.98% | 87.33% | 57.40% | |
| Nippon India Japan Equity Fund - Direct (G) | 357.70 | -1.89% | 0.48% | 8.89% | 23.82% | 23.82% | |
| Nippon India Japan Equity Fund - Direct (Bonus) | 357.70 | -1.89% | 0.48% | 8.89% | 23.82% | 23.82% | |
| Nippon India Japan Equity Fund - Direct (IDCW) | 357.70 | -1.89% | 0.48% | 8.89% | 23.82% | 23.82% |
List of Schemes under HSBC Mutual Fund
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
July 30, 2014
Total AUM (Cr)
₹1178.73
HSBC Business Cycles Fund (G) is an Thematic Fund-oriented fund from the renowned AMC, HSBC Mutual Fund. Launched in July 30, 2014, this fund is managed by Gautam Bhupal. With assets under management (AUM) worth ₹1,178.73 (Cr), as of October 28, 2026, HSBC Business Cycles Fund (G) is categorized as a Thematic Fund within its segment. The fund has generated a return of 12.19% since its launch.
The current NAV of HSBC Business Cycles Fund (G) is ₹40.85, as on October 28, 2026. The fund's benchmark index is Nifty 500 TRI. You can invest in HSBC Business Cycles Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹5,000.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 13.71% and 11.58% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 98.12% in Equity, 2.00% in Debt and -0.12% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 14.54% in Banks, 10.87% in Capital Markets, 8.81% in Electrical Equipments, 8.02% in Retailing, 6.37% in Industrial Products
Mutual Fund Categories
Types of Mutual Funds
Debt Funds
Access debt markets and enjoy interest income from bonds and debentures. Ideal for conservative short-term investors
Hybrid Funds
Enjoy best of both the worlds - equity and debt. Ideal for beginners with medium-term investment horizon
Equity Funds
Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors