HSBC Business Cycles Fund
Equity
●
Thematic
Fund 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
₹42.01
Expense Ratio
2.24%
Min SIP
₹500
Fund Size
₹977Cr
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
0.04%
Beta
1.20
Sharpe Ratio
0.193758
Risk
19.63%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(3.77)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- WhiteOak Capital Quality Equity Fund
- Quantum Ethical Fund
- ICICI Prudential Active Momentum Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential Transportation and Logistics Fund
- ICICI Prudential Quant Fund
- Nippon India Quant Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Kotak Pioneer Fund
- Kotak ESG Exclusionary Strategy Fund
- HDFC Defence Fund
- Kotak Special Opportunities Fund
- HDFC Housing Opportunities Fund
- Invesco India ESG Integration Strategy Fund
- Kotak Active Momentum Fund
- Kotak Rural Opportunities Fund
- ICICI Prudential Commodities Fund
- Mahindra Manulife Manufacturing Fund
- Mahindra Manulife Innovation Opportunities Fund
- HDFC Consumption Fund
- HDFC Transportation and Logistics Fund
- HDFC Manufacturing Fund
- Bandhan Transportation and Logistics Fund
- HDFC Innovation Fund
- Bandhan Innovation Fund
- Bandhan Business Cycle Fund
- SBI PSU Fund
- SBI Equity Minimum Variance Fund
- SBI Innovative Opportunities Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential PSU Equity Fund
- Edelweiss Recently Listed IPO Fund
- Nippon India Active Momentum Fund
- Invesco India PSU Equity Fund
- HDFC Business Cycle Fund
- Invesco India Business Cycle Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Axis Quant Fund
- Aditya Birla Sun Life Quant Fund
- Aditya Birla Sun Life Conglomerate Fund
- HSBC Business Cycles Fund
- Motilal Oswal Manufacturing Fund
- Baroda BNP Paribas Business Cycle Fund
- Motilal Oswal Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Active Momentum Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Manufacturing Fund
- Baroda BNP Paribas Business Conglomerates Fund
- The Wealth Company Ethical Fund
- Union Business Cycle Fund
- Union Active Momentum Fund
- Shriram Multi Sector Rotation Fund
- DSP Business Cycle Fund
- Edelweiss Business Cycle Fund
- Canara Robeco Manufacturing Fund
- Bank of India Business Cycle Fund
- LIC MF Manufacturing Fund
- UTI Innovation Fund
- Axis Momentum Fund
- Sundaram Business Cycle Fund
- Sundaram Multi-Factor Fund
- Quant Commodities Fund
- SBI Quality Fund
- Aditya Birla Sun Life Business Cycle Fund
- Aditya Birla Sun Life PSU Equity Fund
- Tata Ethical Fund
- Tata Business Cycle Fund
- Nippon India Innovation Fund
- 360 ONE Quant Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Tata India Innovation Fund
- UTI-Transportation and Logistics Fund
- HSBC India Export Opportunities Fund
- Union Innovation & Opportunities Fund
- Axis Business Cycles Fund
- Axis Innovation Fund
- Quant Quantamental Fund
- Quant Manufacturing Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Franklin India Opportunities Fund
- SBI ESG Exclusionary Strategy Fund
- Taurus Ethical Fund
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential Business Cycle Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- ICICI Prudential Manufacturing Fund
- Quant Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- ITI Business Cycle Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- Kotak Manufacture in India 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 ₹976.62 Cr as on 4/21/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.54%. The risk is Very High against the category average of 70.82.
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%.