HSBC Business Cycles IDCW Payout Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

HSBC Business Cycles IDCW Payout Direct Plan

NAV
₹20.9895
+0.30%
(29 Sep)
AUM
633 Cr
TER
1.36%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+31.8%
+31.8%
+17.9%
+17.9%
+16.8%
3Y
+43.9%
+43.9%
+45.2%
+45.2%
+22.7%
5Y
+19.9%
+19.9%
+27.6%
+27.6%
+13.1%
ALL
+14.8%
+14.8%
+17.1%
+17.1%
+11.3%
VOL
18.9%
18.9%
20.1%
20.1%
18.5%
TER
NA
NA
0.8%
0.8%
1.4%
AUM
₹2,986 Cr
₹2,986 Cr
₹930 Cr
₹930 Cr
₹633 Cr
INFO
0.78
0.78
0.85
0.85
0.61
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Business Cycles IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
HDFC Bank Ltd
8.5%
ICICI Bank Ltd
6.4%
Larsen & Toubro Ltd
4.7%
Reliance Industries Ltd
4.2%
State Bank of India
4.0%
Trent Ltd
3.5%
ABB India Ltd
3.2%
Ahluwalia Contracts (India) Ltd
3.2%
Ratnamani Metals & Tubes Ltd
3.1%
Power Mech Projects Ltd
3.0%
Top industry exposure
Industrials
34.4%
Financial Services
25.6%
Basic Materials
13.9%
Consumer Cyclical
12.8%
Energy
6.9%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
30%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.There is no assurance that the investment objective of the scheme will be realized.
Fund manager(s)
Venugopal Manghat
Gautam Bhupal
Sonal Gupta

FAQs