HSBC Business Cycles Fund
4Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹40.66
Expense Ratio
2.24%
Min SIP
₹500
Fund Size
₹1149Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.08%
Beta
1.23
Sharpe Ratio
0.212031
Risk
17.55%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(2.16)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential PSU Equity Fund
- Bandhan Transportation and Logistics Fund
- SBI Equity Minimum Variance Fund
- Aditya Birla Sun Life Special Opportunities Fund
- ICICI Prudential Transportation and Logistics Fund
- ICICI Prudential Commodities Fund
- Kotak Pioneer Fund
- Tata Ethical Fund
- Tata Business Cycle Fund
- HDFC Consumption Fund
- HDFC Manufacturing Fund
- Bandhan Innovation Fund
- Nippon India Quant Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Business Cycle Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Axis Quant Fund
- Axis Business Cycles Fund
- ICICI Prudential Quant Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas Business Cycle Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Kotak Manufacture in India Fund
- Union Active Momentum Fund
- HSBC India Export Opportunities Fund
- Union Business Cycle Fund
- Shriram Multi Sector Rotation Fund
- Quant ESG Integration Strategy Fund
- Canara Robeco Manufacturing Fund
- LIC MF Manufacturing Fund
- Motilal Oswal Active Momentum Fund
- Mahindra Manulife Manufacturing Fund
- Axis Momentum Fund
- Quant Business Cycle Fund
- Quant Manufacturing Fund
- Quant Commodities Fund
- UTI Innovation Fund
- ICICI Prudential Business Cycle Fund
- Invesco India PSU Equity Fund
- Aditya Birla Sun Life PSU Equity Fund
- Kotak Active Momentum Fund
- Bandhan Business Cycle Fund
- Edelweiss Business Cycle Fund
- HDFC Business Cycle Fund
- Motilal Oswal Quant Fund
- Aditya Birla Sun Life Conglomerate Fund
- UTI-Transportation and Logistics Fund
- Sundaram Business Cycle Fund
- HDFC Housing Opportunities Fund
- HDFC Transportation and Logistics Fund
- ICICI Prudential Manufacturing Fund
- Kotak Transportation & Logistics Fund
- The Wealth Company Ethical Fund
- Motilal Oswal Business Cycle Fund
- HDFC Defence Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Mahindra Manulife Innovation Opportunities Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- ICICI Prudential Active Momentum Fund
- SBI Innovative Opportunities Fund
- ICICI Prudential Conglomerate Fund
- WhiteOak Capital Quality Equity Fund
- Kotak Special Opportunities Fund
- Kotak Rural Opportunities Fund
- SBI Quality Fund
- Nippon India Innovation Fund
- Invesco India ESG Integration Strategy Fund
- 360 ONE Quant Fund
- SBI PSU Fund
- Edelweiss Recently Listed IPO Fund
- Axis Innovation Fund
- HSBC Business Cycles Fund
- Quant Quantamental Fund
- Nippon India Active Momentum Fund
- Invesco India Business Cycle Fund
- Motilal Oswal Manufacturing Fund
- Baroda BNP Paribas Manufacturing Fund
- Tata India Innovation Fund
- Union Innovation & Opportunities Fund
- DSP Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Bank of India Business Cycle Fund
- SBI ESG Exclusionary Strategy Fund
- Franklin India Opportunities Fund
- Quantum ESG Best In Class Strategy Fund
- HDFC Innovation Fund
- Kotak ESG Exclusionary Strategy Fund
- Quantum Ethical Fund
- Aditya Birla Sun Life Quant Fund
- Taurus Ethical Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
Gautam Bhupal
HSBC Mutual FundTotal assets under management
₹130.99L Crores
Date of incorporation
12 Dec 2001
HSBC Business Cycles Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the HSBC Business Cycles Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The HSBC Business Cycles Fund has an AUM of ₹1149.12 Cr as on 5/11/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.72%. The risk is Very High against the category average of 63.12.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on HSBC Business Cycles Fund.
Ans. The expense ratio of HSBC Business Cycles Fund is 2.24%.