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Fund Overview of HSBC Business Cycles Fund Direct-growth
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₹1,142.2 CrAUM
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₹47.28NAV
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1.15%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of HSBC Business Cycles Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 12.10% | NA | NA |
| 6 Months | 3.89% | NA | NA |
| 1 Year | -0.16% | -0.16% | NA |
| 2 Years | 6.15% | 3.03% | NA |
| 3 Years | 62.71% | 17.62% | NA |
| 5 Years | 121.34% | 17.22% | NA |
| 7 Years | 193.64% | 16.64% | NA |
| 10 Years | 293.67% | 14.69% | NA |
Compare HSBC Business Cycles Fund Direct-growth with other mutual funds in the same category
HSBC Business Cycles Fund Direct-growth
ICICI Prudential Business Cycle Fund Direct-growth
ICICI Prudential Business Cycle Fund Direct-idcw
Asset Allocation
equities
97.66%other assets or cash equivalents
2.34%Launched on 20 Aug 2014, the fund aims Long term capital appreciation. Investment predominantly in equity and equity-related securities, including equity derivatives in Indian markets with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. It manages assets worth ₹1,142.2 crore as on Sun May 31, 2026. The expense ratio stands at 1.15%. Fund Manager Manager Education Fund Manager Manager EducationAbout HSBC Business Cycles Fund Direct-growth
The portfolio allocation consists of 97.66% in equities, 2.34% in other assets or cash equivalents.Managed by Sonal Gupta, it has delivered a return of -0.16% in the last year, a total return since inception of 14.03%.
To take better financial choices it is useful to compare best sip plan suited to financial planning needs.
Key Metrics of HSBC Business Cycles Fund Direct-growth
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Standard Deviation20.43%
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Sharpe Ratio0.62%
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Alpha2.85%
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Beta1.22%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Business Cycle Fund Direct-growth  |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| HSBC Business Cycles Fund Direct-growth |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| HSBC Business Cycles Fund Direct-idcw |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| HSBC Business Cycles Fund Regular-growth |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
| HSBC Business Cycles Fund Regular-idcw |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from HSBC Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
HSBC Business Cycles Fund Regular-growth
|
₹1,142 | 3.02% | 11.76% | 3.28% | -1.32% | 16.31% |
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HSBC Business Cycles Fund Regular-idcw
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₹1,142 | 3.02% | 11.76% | 3.28% | -1.32% | 16.31% |
|
HSBC Business Cycles Fund Direct-idcw
|
₹1,142 | 3.13% | 12.10% | 3.89% | -0.16% | 17.62% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | ₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-growth |
₹15,798 | ₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | ₹17.68 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | ₹19.18 | 19.31% | 17.79% | - |
| Kotak Business Cycle Fund Regular-growth |
₹3,135 | ₹16.61 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-growth |
₹3,135 | ₹17.57 | 16.85% | - | - |
| Kotak Business Cycle Fund Regular-idcw |
₹3,135 | ₹15.44 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-idcw |
₹3,135 | ₹16.33 | 16.85% | - | - |
| Tata Business Cycle Fund Regular-growth |
₹2,675 | ₹19.01 | 14.95% | - | - |
| Tata Business Cycle Fund Direct-growth |
₹2,675 | ₹20.53 | 16.67% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 5.22% | ₹59.68 Cr |
| Mtar Technologies Ltd | Industrials | 4.06% | ₹46.41 Cr |
| Hdfc Bank Ltd | Financial | 3.22% | ₹36.75 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.00% | ₹34.27 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.97% | ₹33.92 Cr |
| Ge T&d India Ltd | Industrials | 2.66% | ₹30.38 Cr |
| Hindalco Industries Ltd | Materials | 2.66% | ₹30.38 Cr |
| Icici Prudential Asset Management Company Ltd. | 2.64% | ₹30.11 Cr | |
| Repo | Unspecified | 2.46% | ₹28.10 Cr |
| Bharat Electronics Ltd | Industrials | 2.42% | ₹27.70 Cr |
| Hindustan Aeronautics Ltd | Industrials | 2.40% | ₹27.46 Cr |
| Larsen & Toubro Ltd | Industrials | 2.37% | ₹27.11 Cr |
| Power Finance Corporation Ltd | Financial | 2.26% | ₹25.85 Cr |
| Rbl Bank Ltd | Financial | 2.14% | ₹24.50 Cr |
| Ultratech Cement Ltd | Materials | 1.97% | ₹22.50 Cr |
| Zomato Ltd | Technology | 1.96% | ₹22.37 Cr |
| State Bank Of India | Financial | 1.93% | ₹22.07 Cr |
| Ahluwalia Contracts (india) Ltd | Industrials | 1.91% | ₹21.77 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.86% | ₹21.19 Cr |
| Pb Fintech Ltd | Financial | 1.78% | ₹20.29 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth |
₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹19.18 | 19.31% | 17.79% | - |
| HSBC Business Cycles Fund Direct-growth |
₹47.28 | 17.62% | 17.22% | - |
| HSBC Business Cycles Fund Direct-idcw |
₹27.25 | 17.62% | 17.22% | - |
| ICICI Prudential Business Cycle Fund-growth |
₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹17.68 | 18.14% | 16.46% | - |
| HSBC Business Cycles Fund Regular-growth |
₹42.50 | 16.31% | 15.94% | - |
| HSBC Business Cycles Fund Regular-idcw |
₹24.63 | 16.31% | 15.94% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
HSBC Business Cycles Fund Direct-growth
What is the current AUM of HSBC Business Cycles Fund Direct-growth?
As of Sun May 31, 2026, HSBC Business Cycles Fund Direct-growth manages assets worth ₹1,142.2 crore
How has HSBC Business Cycles Fund Direct-growth performed recently?
- 3 Months: 12.10%
- 6 Months: 3.89%
What is the long-term performance of HSBC Business Cycles Fund Direct-growth?
- 3 Years CAGR: 17.62%
- 5 Years CAGR: 17.22%
- Since Inception: 14.03%
What is the portfolio composition of HSBC Business Cycles Fund Direct-growth?
Equity: 97.66%, Others: 2.34%.
Who manages HSBC Business Cycles Fund Direct-growth?
HSBC Business Cycles Fund Direct-growth is managed by Sonal Gupta from HSBC Mutual Fund.
What is the market-cap allocation of HSBC Business Cycles Fund Direct-growth?
Large Cap: 43.39%, Mid Cap: 19.22%, Small Cap: 37.40%.
Which are the top companies HSBC Business Cycles Fund Direct-growth has invested in?
- ICICI Bank Ltd – 5.22% of the fund's portfolio
- MTAR Technologies Ltd – 4.06% of the fund's portfolio
- HDFC Bank Ltd – 3.22% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 3.00% of the fund's portfolio
- Reliance Industries Ltd – 2.97% of the fund's portfolio
Which are the major sectors HSBC Business Cycles Fund Direct-growth focuses on?
- Financial – 21.41% of the fund's portfolio
- Industrials – 15.82% of the fund's portfolio
- Materials – 4.63% of the fund's portfolio
- Energy & Utilities – 2.97% of the fund's portfolio
- Other – 2.64% of the fund's portfolio
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