HSBC Business Cycles Fund - Regular Growth

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Thematic-Others NAV 23.5358 0 01 February, 2023

Fund Details

Category Thematic-Others
Fund Type Open Ended
Investment Plan Growth
Launch Date 20 August, 2014
Benchmark
Asset Size(Cr) 553.96 (As on 31-12-2022)
Turn over 20%
Min Investment ₹ 5000
Min SIP Investment -
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.5% (As on 31-12-2022)
Fund Manager Venugopal Manghat, Ankur Arora

Investment Returns (As on 01 Feb, 2023)

Duration Returns Benchmark Category
1 W 0.1% -1.54% -0.72%
1 M -2.37% -2.69% -1.99%
3 M -3.42% -2.89% -3.2%
6 M 0.3% 1.95% 1.32%
1 Y 0.99% 1.52% -0.51%
2 Y 15.74% 12.44% 14.29%
3 Y 13.31% 15.12% 16.86%
5 Y 5.96% 11.22% 8.56%

Risk Mesasures (As on 01 Feb, 2023)

Std Dev Sharpe Beta Alpha
Fund 25.85 0.56 -2.26 1.09
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Dec, 2022)

Assets Allocation

Sector Holdings
Others 2.32%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HSBC Business Cycles Fund - Regular Growth 0.99% 13.31% 5.96%

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