HSBC Business Cycles Fund
3Fund 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
₹48.07
Expense Ratio
NA
Min SIP
₹500
Fund Size
₹1142Cr
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
0.20%
Beta
NA
Sharpe Ratio
0.194519
Risk
18.59%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(0.78)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential Manufacturing Fund
- ICICI Prudential Business Cycle Fund
- SBI PSU Fund
- Motilal Oswal Quant Fund
- ICICI Prudential Conglomerate Fund
- UTI-Transportation and Logistics Fund
- Kotak Pioneer Fund
- Axis Quant Fund
- SBI Equity Minimum Variance Fund
- SBI Quality Fund
- Quant ESG Integration Strategy Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Motilal Oswal Active Momentum Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Tata Ethical Fund
- HSBC Business Cycles Fund
- Canara Robeco Manufacturing Fund
- Bank of India Business Cycle Fund
- LIC MF Manufacturing Fund
- Axis Business Cycles Fund
- Nippon India Quant Fund
- Franklin India Opportunities Fund
- Kotak ESG Exclusionary Strategy Fund
- Motilal Oswal Business Cycle Fund
- Baroda BNP Paribas Business Cycle Fund
- HDFC Defence Fund
- SBI Innovative Opportunities Fund
- ICICI Prudential Equity Minimum Variance Fund
- Union Innovation & Opportunities Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Innovation Opportunities Fund
- Quant Commodities Fund
- Mahindra Manulife Manufacturing Fund
- SBI ESG Exclusionary Strategy Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Quant Business Cycle Fund
- Invesco India PSU Equity Fund
- Motilal Oswal Special Opportunities Fund
- Edelweiss Business Cycle Fund
- ICICI Prudential Commodities Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- ICICI Prudential Housing Opportunities Fund
- Quant Quantamental Fund
- The Wealth Company Ethical Fund
- Mahindra Manulife Innovation Opportunities Fund
- Aditya Birla Sun Life PSU Equity Fund
- HDFC Business Cycle Fund
- HSBC India Export Opportunities Fund
- HDFC Transportation and Logistics Fund
- ICICI Prudential Active Momentum Fund
- Bandhan Business Cycle Fund
- Baroda BNP Paribas Innovation Fund
- WhiteOak Capital Quality Equity Fund
- Axis Momentum Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Quantum Ethical Fund
- Union Active Momentum Fund
- 360 ONE Quant Fund
- Nippon India Innovation Fund
- Kotak Special Opportunities Fund
- Kotak Active Momentum Fund
- Baroda BNP Paribas Manufacturing Fund
- Bandhan Multi-Factor Fund
- Shriram Multi Sector Rotation Fund
- Bandhan Innovation Fund
- Aditya Birla Sun Life Quant Fund
- DSP Business Cycle Fund
- UTI Innovation Fund
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Transportation and Logistics Fund
- Kotak Manufacture in India Fund
- SBI Quant Fund
- Taurus Ethical Fund
- Tata India Innovation Fund
- HDFC Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- ICICI Prudential Rural Opportunities Fund
- HDFC Housing Opportunities Fund
- HDFC Manufacturing Fund
- Qsif Sector Rotation Long-Short Fund
- Franklin India Multi-Factor Fund
- Sundaram Business Cycle Fund
- Tata Business Cycle Fund
- Axis Innovation Fund
- Aditya Birla Sun Life Business Cycle Fund
- Edelweiss Recently Listed IPO Fund
- Union Business Cycle Fund
- ICICI Prudential Quant Fund
- Invesco India ESG Integration Strategy Fund
- Kotak Rural Opportunities Fund
- HDFC Consumption Fund
- ICICI Prudential Quality Fund
- Bandhan Transportation and Logistics Fund
- Quant Manufacturing Fund
- Invesco India Manufacturing Fund
- Kotak Transportation & Logistics Fund
- Invesco India Business Cycle 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 ₹1142.20 Cr as on 6/19/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.33%. The risk is Very High against the category average of 61.5.
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 0%.