HSBC Business Cycles Fund - Regular IDCW

0
Thematic-Others NAV 19.4602 0 07 June, 2023

Fund Details

Category Thematic-Others
Fund Type Open Ended
Investment Plan Dividend
Launch Date 20 August, 2014
Benchmark
Asset Size(Cr) 542.17 (As on 31-03-2023)
Turn over 28%
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 2.64% (As on 31-03-2023)
Fund Manager Venugopal Manghat, Ankur Arora

Investment Returns (As on 07 Jun, 2023)

Duration Returns Benchmark Category
1 W 2.08% 1.58% 1.81%
1 M 5.39% 4.02% 3.71%
3 M 6.18% 1.44% 1.83%
6 M 3.61% 0.35% -0.11%
1 Y 5.31% 7.25% 5.45%
2 Y 8.46% 12.49% 10.89%
3 Y 22.56% 23.79% 24.92%
5 Y 3.14% 12.46% 9.69%

Risk Mesasures (As on 07 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Apr, 2023)

Assets Allocation

Sector Holdings
Others 2.63%

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

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 IDCW 5.31% 22.56% 3.14%

Fill this form now to make an investment!

Add to Cart Successfully
Add to Cart Successfully