HSBC Business Cycles Fund - Regular IDCW

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Thematic-Others NAV 21.5200 0 07 December, 2023

Fund Details

Category Thematic-Others
Fund Type Open Ended
Investment Plan Dividend
Launch Date 20 August, 2014
Benchmark NIFTY 500 TRI
Asset Size(Cr) 639.10318
ISIN No. INF917K01RH4
Turn over 28%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Expense Ratio 2.43
Fund Manager Venugopal Manghat, Gautam Bhupal, Sonal Gupta
Fund House HSBC Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.69% 1.58% 1.81%
1 M -1.1% 4.02% 3.71%
3 M -4.52% 1.44% 1.83%
6 M 9.65% 0.35% -0.11%
1 Y 12.34% 7.25% 5.45%
2 Y 8.46% 12.49% 10.89%
3 Y 18.03% 23.79% 24.92%
5 Y 10.2% 12.46% 9.69%

Risk Mesasures (As on 07 Dec, 2023)

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

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 2.02%

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 IDCW 12.34% 18.03% 10.2%

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