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Hsbc Business Cycles Fund-Direct Plan-Growth

Equity | Thematic - Business Cycles

(NAV as of 25/11/2022)
26.30 (0.15)

3Y Returns

10.69%

Min SIP

500

Min Lumpsum

5000

Expense Ratio

1.36%

Fund Size

643 Cr

Inception Date

30-Jul-14

Fund Manager

Ankur Arora

Exit Load

Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Market Cap Allocation

Sector Allocation

Banks

25.80%

Industrial Products

15.09%

Construction

13.83%

Consumer Durables

4.90%

Electric Equipment

4.86%

Top Ten Holdings

HDFC Bank Ltd

8.76%

ICICI Bank Ltd

6.59%

Larsen & Toubro Ltd

4.58%

Reliance Industries Ltd

4.36%

State Bank Of India

4.34%

Investment Objective

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 Ofbusiness Cycles In The Economy.

Fund House Detail

AMC Name

HSBC Global Asset Management (India) Private Limited

Address

16, V N Road,Fort,Mumbai - 400 001

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.