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

HSBC Business Cycles IDCW Reinvestent Reinvest Direct Plan

NAV
₹18.2432
+1.88%
(31 Jan)
AUM
554 Cr
TER
1.43%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.8%
+11.8%
+11.8%
+7.3%
+3.7%
3Y
+39.4%
+39.4%
+39.4%
+37.3%
+12.1%
5Y
NA
NA
NA
+19.2%
+5.2%
ALL
+36.5%
+36.5%
+36.5%
+16.3%
+10.4%
VOL
27.7%
27.7%
27.7%
20.5%
19.0%
TER
1.1%
1.1%
1.1%
0.6%
1.4%
AUM
₹768 Cr
₹768 Cr
₹768 Cr
₹828 Cr
₹554 Cr
INFO
1.32
1.32
1.32
0.80
0.55
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 Reinvestent Reinvest (DR)
₹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 Dec
Top holdings
ICICI Bank Ltd
8.0%
HDFC Bank Ltd
6.8%
State Bank of India
4.6%
Larsen & Toubro Ltd
4.1%
Reliance Industries Ltd
3.9%
Aegis Logistics Ltd
2.9%
ABB India Ltd
2.8%
Ratnamani Metals & Tubes Ltd
2.6%
Trent Ltd
2.6%
Timken India Ltd
2.5%
Top industry exposure
Industrials
31.2%
Financial Services
26.3%
Consumer Cyclical
15.5%
Basic Materials
14.0%
Energy
6.9%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
20%
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)
Ankur Arora
Venugopal Manghat

FAQs