HSBC Business Cycles Fund Growth
HSBC Mutual Fund
₹42.49 (+0.57%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-0.24% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.22%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,086
Invested ₹1,000
▲+8.60%1 year
₹998
Invested ₹1,000
▼-0.24%3 years
₹1,145
Invested ₹1,000
▲+14.51%5 years
₹1,129
Invested ₹1,000
▲+12.89%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -0.24% | +14.51% | +12.89% | — |
| Cumulative returns (%) | -0.24% | +50.16% | +83.36% | +211.95% |
Fund Manager
| Manager | Mayank Chaturvedi |
|---|---|
| Role | Manager |
| Manager Tenure | 1 yrs |
About Fund
| Date of Incorporation | 20 Aug 2014 |
|---|---|
| Fund House | HSBC Mutual Fund |
| Custodian | Citibank N.A. India |
| Registrar / Transfer Agent | HSBC Asset Management (India) Private Ltd |
| Address | Trent House, 3rd Floor, G Block,,Plot No.60, Next to Citibank,,Bandra Kurla Complex,,Bandra (East), |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Multi Commodity Exchange of India Ltd | 6.22% |
| ICICI Bank Ltd | 5.62% |
| MTAR Technologies Ltd | 3.37% |
| Multi Commodity Exchange of India Ltd | 3.00% |
| HDFC Bank Ltd | 2.85% |
| Trent Ltd | 2.84% |
| InterGlobe Aviation Ltd | 2.77% |
| Reliance Industries Ltd | 2.67% |
| Hindalco Industries Ltd | 2.66% |
| Power Mech Projects Ltd | 2.50% |
| Hindustan Aeronautics Ltd Ordinary Shares | 2.49% |
| Ahluwalia Contracts (India) Ltd | 2.37% |
| Power Finance Corp Ltd | 2.35% |
| State Bank of India | 2.29% |
| UltraTech Cement Ltd | 2.28% |
| Bharat Electronics Ltd | 2.27% |
| ICICI Prudential Asset Management Co Ltd | 2.24% |
| RBL Bank Ltd | 2.20% |
| Larsen & Toubro Ltd | 2.19% |
| Swiggy Ltd | 2.17% |
| Kotak Mahindra Bank Ltd | 2.13% |
| GE Vernova T&D India Ltd | 2.13% |
Investment Strategy
The investment objective of the Scheme is 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. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.
Long term capital appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.