HSBC Business Cycles Fund - Regular IDCW

HSBC Business Cycles Fund - Regular IDCW is a scheme launched by HSBC Mutual Fund on August 20, 2014, and falls under the Other Themes fund category. It currently manages an AUM of Rs 1,117.47 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 2.26% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  HSBC Business Cycles Fund - Regular IDCW trailing returns over different times are -7.64% (1 year), 12.38% (3 year) and 16.15% (5 year). The average annual return of this fund stands at -9%.