HSBC Mutual Fundimage

HSBC Business Cycles Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (20 Dec 24)

₹ 27.34

AUM (in Cr)

₹ 1016.25

5 Years CAGR

% 16.47

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
HSBC Business Cycles Fund
4.55
-2.64
-3.06
28.02
17.26
16.47
Nifty 500
1.44
-7.63
0.49
19.95
17.18
18.86
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

To seek to generate long-term capital appreciation from a diversified 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.

Expense Ratio
% 2.27
Benchmark
Nifty 500
AUM
₹ 1016.25
Inception Date
30 Jul 2014
Turnover Ratio
% 25.00
Exit Load
If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%. If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.
Asset Class
Equity
amc-logo

HSBC Mutual Fund

Total AUM

₹ 127364.56

No. of Schemes under this AMC

50

Phone

66145000

Email

hsbcmf@camsonline.com

Incorporation Date

5/27/2002

Address

9-11 Floors, NESCO IT Park,, Building no.3,, Western Express Highway,

Mumbai - 400063

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HSBC Business Cycles Fund

EquitySectoral/Thematic
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