HSBC Business Cycles Fund - Direct Plan has delivered 43.64% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #92 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 5.77% .
The fund currently owns more than 74 stocks.
The top 10 holdings account for 28.97% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 11.66% | -0.11% |
| 2 Year Return | 56.07% | 12.90% |
| 3 Year Return | 94.48% | 41.33% |
| 4 Year Return | 220.43% | 59.19% |
| 5 Year Return | 205.11% | 77.59% |
| 6 Year Return | 182.55% | 118.07% |
| 7 Year Return | 325.10% | 140.00% |
| Expense Ratio | 0.87% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
5.77%
|
|
| 2 | Finance - Banks - Private Sector |
3.12%
|
|
| 3 | Aerospace & Defense |
2.85%
|
|
| 4 | Energy |
2.84%
|
|
| 5 | Industrials |
2.84%
|
|
| 6 | Aerospace & Defense |
2.51%
|
|
| 7 |
2.32%
|
||
| 8 | Financials |
2.26%
|
|
| 9 | Finance - Mutual Funds |
2.24%
|
|
| 10 | Industrials |
2.22%
|
|
| 11 | Information Technology |
2.21%
|
|
| 12 | Industrials |
2.16%
|
AMC: HSBC
Category: Equity • Sectoral/Thematic
Launch Date: 30 Jul 2014
Fund Manager: Mr. Gautam Bhupal
Minimum Purchase: ₹5,000
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 allot ment - 1%. If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
HSBC Business Cycles Fund - Direct Plan is managed by HSBC and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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