HSBC Business Cycles IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Business Cycles IDCW Payout Direct Plan

NAV
₹26.5578
+0.91%
(12 Dec)
AUM
1,152 Cr
TER
1.05%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+1.1%
+1.1%
+1.1%
+0.4%
-7.2%
3Y
+28.3%
+28.3%
+28.3%
+27.9%
+19.4%
5Y
+24.0%
+24.0%
+24.0%
+28.3%
+21.1%
ALL
+17.6%
+17.6%
+17.6%
+16.4%
+14.0%
VOL
17.8%
17.8%
17.8%
20.1%
18.8%
TER
0.5%
0.5%
0.5%
0.9%
1.1%
AUM
₹8,189 Cr
₹8,189 Cr
₹8,189 Cr
₹1,445 Cr
₹1,152 Cr
INFO
0.99
0.99
0.99
0.82
0.74
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 30th Nov
Top holdings
Multi Commodity Exchange of India Ltd
6.2%
Treps
5.9%
Reliance Industries Ltd
5.5%
ICICI Bank Ltd
5.1%
HDFC Bank Ltd
4.3%
Hindustan Aeronautics Ltd Ordinary Shares
2.5%
Bharat Electronics Ltd
2.4%
Ahluwalia Contracts (India) Ltd
2.4%
Larsen & Toubro Ltd
2.3%
Swiggy Ltd
2.1%
Top industry exposure
Financial Services
30.0%
Industrials
27.6%
Consumer Cyclical
18.1%
Basic Materials
8.2%
Energy
5.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
20%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.
Fund manager(s)
Gautam Bhupal
Sonal Gupta

FAQs