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HSBC Business Cycles Fund - Regular IDCW HSBC Business Cycles Fund - Regular IDCW

HSBC Business Cycles Fund - Portfolio Analysis

  • ₹28.71 (0.4%)

    Current NAV 11-12-2024

  • 33.51%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 98.61%
  • Others 1.39%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Small Cap 43.71
Large Cap 43.45
Mid Cap 10.07
Others 1.38

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Services

Financial

Construction

Capital Goods

Materials

Metals & Mining

Energy

Consumer Discretionary

Chemicals

Consumer Staples

Automobile

Textiles

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
12-Dec-2024
Holdings PE Ratio
12-Dec-2024
1Y Return
Trent Ltd. Large Cap Services (77.3) 5.7% 137.24 142.13%
ICICI Bank Ltd. Large Cap Financial (19.64) 5.57% 19.38 31.01%
Reliance Industries Ltd. Large Cap Energy (16.92) 4.53% 25.14 4.13%
Larsen & Toubro Ltd. Large Cap Construction (45.15) 4.28% 40.21 15.66%
Multi Commodity Exchange Of India Ltd. Small Cap Services (110.14) 4% 98.14 106.84%
Ahluwalia Contracts (India) Ltd. Small Cap Construction (45.15) 3.76% 22.22 32.07%
Bharat Electronics Ltd. Large Cap Capital Goods (50.65) 3.46% 50.37 94.77%
HDFC Bank Ltd. Large Cap Financial (19.64) 3.22% 20.54 13.73%
ABB India Ltd. Large Cap Capital Goods (119.51) 3.17% 0 62.27%
Kirloskar Pneumatic Company Ltd. Small Cap Capital Goods (63.88) 2.52% 0 187.8%
Power Mech Projects Ltd. Small Cap Construction (41.6) 2.46% 31.82 30.36%
Aegis Logistics Ltd. Small Cap Services (43.49) 2.39% 45.88 97.21%
Ultratech Cement Ltd. Large Cap Materials (55.96) 2.27% 44.61 34.3%
Power Finance Corporation Ltd. Large Cap Financial (17.31) 2.26% 7.89 29.94%
PB Fintech Ltd. Mid Cap Services (76.58) 2.26% 615.37 84.19%
State Bank of India Large Cap Financial (11.88) 2.22% 10.64 39.31%
Blue Star Ltd. Small Cap Consumer Discretionary (111.78) 2.21% 76.05 108.55%
EIH Ltd. Small Cap Services (84.83) 2.17% 39.74 72.39%
Century Textiles & Industries Ltd. Small Cap Consumer Staples (17.48) 2.06% 316.42 114.47%
Gokaldas Exports Ltd. Small Cap Textiles (69.24) 1.75% 62.04 28.57%
KEC International Ltd. Small Cap Capital Goods (26.89) 1.6% 213.91 49.58%
PNC Infratech Ltd. Small Cap Construction (32.89) 1.59% -22.68 -43.81%
Sterling and Wilson Renewable Energy Ltd. Small Cap Capital Goods (60.59) 1.57% -225.21 14.43%
Ratnamani Metals & Tubes Ltd. Small Cap Metals & Mining (32.02) 1.53% 44.31 -2.89%
Brigade Enterprises Ltd. Small Cap Construction (114.12) 1.5% 63.29 55.15%
Timken India Ltd. Mid Cap Capital Goods (51.27) 1.45% 0 1.48%
Canara Bank Financial 1.38% - 0%
NCC Ltd. Small Cap Construction (45.15) 1.36% 22.75 73.16%
APL Apollo Tubes Ltd. Mid Cap Metals & Mining (32.02) 1.35% 76.62 -0.98%
Time Technoplast Ltd. Small Cap Materials (34.66) 1.33% 30.87 174.48%
Birla Corporation Ltd. Small Cap Materials (54.12) 1.27% 32.02 -9.32%
TVS Motor Company Ltd. Large Cap Automobile (34.71) 1.27% 63.57 30.22%
H.G. Infra Engineering Ltd. Small Cap Construction (45.15) 1.25% 18.03 77.13%
Indian Hume Pipe Company Ltd. Small Cap Materials (41.39) 1.22% 0 70.93%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 1.16% 38.75 29.66%
Gujarat Fluorochemicals Ltd. Mid Cap Chemicals (71.74) 1.12% 116.52 40.42%
Jindal Stainless Ltd. Mid Cap Metals & Mining (28.76) 1.12% 21.05 131.64%
Titan Company Ltd. Large Cap Consumer Discretionary (87.65) 1.1% 94.31 -3.47%
REC Ltd. Large Cap Financial (17.31) 1.05% 9.92 37.33%
Mangalore Chemicals & Fertilizers Ltd. Small Cap Chemicals (41.79) 1.03% 0 28.8%
Kajaria Ceramics Ltd. Small Cap Materials (46.04) 1% 49.05 -13.49%
Amber Enterprises India Ltd. Small Cap Consumer Discretionary (97.84) 0.99% 104.31 85.48%
Bank Of Baroda Large Cap Financial (11.88) 0.93% 6.7 19.91%
BSE Ltd. Small Cap Services 0.88% - 0%
Sundram Fasteners Ltd. Mid Cap Capital Goods (38.39) 0.86% 12.88 378.57%
Mahindra Lifespace Developers Ltd. Small Cap Construction (117.18) 0.85% 4827.92 61.74%
Motherson Sumi Wiring India Ltd. Mid Cap Automobile (58.35) 0.79% 0 4.97%
VRL Logistics Ltd. Small Cap Services (43.49) 0.79% 0 -23.38%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 0.77% 28.3 41.05%
Suzlon Energy Ltd. Mid Cap Capital Goods (116.09) 0.56% 93.76 70.38%
Container Corporation Of India Ltd. Mid Cap Services (43.49) 0.56% 39.69 -3.27%
Coal India Ltd. Large Cap Materials (19.5) 0.49% 6.97 17.39%
Hi-Tech Pipes Ltd. Small Cap Metals & Mining (32.02) 0.37% 54.95 56.48%
Transformers & Rectifiers (India) Ltd. Small Cap Capital Goods (31.48) 0.26% 0 495.72%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 1.39

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.78% - 0%
Others Others -0.39% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for HSBC Business Cycles Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for HSBC Business Cycles Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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