HSBC Business Cycles Fund - Regular IDCW

HSBC Business Cycles Fund - Regular IDCW is a fund scheme from HSBC mutual fund. It falls under a Other Themes category. After being launched on 2014-08-20. HSBC Business Cycles Fund - Regular IDCW has achieved Rs 995.4 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 5000 to start the investment. The expense ratio of this fund is 2.28%.

• 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 -1.88% (1 year), 14.06% (3 year), 21.35% (5 year). The average annual return of this fund stands at -1.88%

• Fund Manager & Portfolio Allocation:

  Venugopal Manghat, Gautam Bhupal, Sonal Gupta are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Industrials, Consumer Cyclical, Basic Materials, Energy, Sectors. First five holdings of this fund are Trent Ltd, Multi Commodity Exchange of India Ltd, ICICI Bank Ltd, Reliance Industries Ltd, HDFC Bank Ltd, Treps, Net Current Assets (Including Cash & Bank Balances) Companies.