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Fund Overview of HSBC Business Cycles Fund Regular-idcw
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₹1,142.2 CrAUM
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₹24.63NAV
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2.33%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 Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.76% | NA | NA |
| 6 Months | 3.28% | NA | NA |
| 1 Year | -1.32% | -1.32% | NA |
| 2 Years | 3.76% | 1.86% | NA |
| 3 Years | 57.36% | 16.31% | NA |
| 5 Years | 109.50% | 15.94% | NA |
| 7 Years | 172.68% | 15.41% | NA |
| 10 Years | 258.13% | 13.61% | NA |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
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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 2.33%. Fund Manager Manager Education Fund Manager Manager EducationAbout HSBC Business Cycles Fund Regular-idcw
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 -1.32% in the last year, a total return since inception of 13.01%.
The latest dividend was declared on 26 Aug 2025 at 22.00% of face value.
When exploring wealth creation strategies savvy investors also compare best sip plan based on investment horizon.
Key Metrics of HSBC Business Cycles Fund Regular-idcw
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Standard Deviation20.42%
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Sharpe Ratio0.56%
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Alpha1.73%
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Beta1.21%
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 Direct-growth
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₹1,142 | 3.13% | 12.10% | 3.89% | -0.16% | 17.62% |
|
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 |
| Pnb Housing Finance Ltd | Financial | 1.76% | ₹20.05 Cr |
| Interglobe Aviation Ltd | Industrials | 1.74% | ₹19.82 Cr |
| Apl Apollo Tubes Ltd | Industrials | 1.60% | ₹18.31 Cr |
| Motilal Oswal Financial Services Ltd | Financial | 1.54% | ₹17.59 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 1.47% | ₹16.78 Cr |
| Electronics Mart India Ltd | Consumer Discretionary | 1.45% | ₹16.55 Cr |
| Nippon Life India Asset Management Ltd | Financial | 1.44% | ₹16.50 Cr |
| Swiggy Ltd. | Technology | 1.44% | ₹16.44 Cr |
| Abb India Ltd | Industrials | 1.44% | ₹16.39 Cr |
| Paradeep Phosphates Ltd | Materials | 1.43% | ₹16.39 Cr |
| Canara Robeco Asset Management Company Ltd. | 1.36% | ₹15.56 Cr | |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.33% | ₹15.23 Cr |
| Tata Steel Ltd | Materials | 1.27% | ₹14.56 Cr |
| Dewan Housing Finance Corp. Ltd. Eq | Financial | 1.27% | ₹14.45 Cr |
| Time Technoplast Ltd | Materials | 1.26% | ₹14.40 Cr |
| Blue Star Ltd | Industrials | 1.22% | ₹13.92 Cr |
| Power Mech Projects Ltd | Industrials | 1.16% | ₹13.29 Cr |
| Titagarh Wagons Ltd | Industrials | 1.16% | ₹13.28 Cr |
| Mold-tek Packaging Ltd | Materials | 1.12% | ₹12.84 Cr |
| Prudent Corporate Advisory Services Ltd | Financial | 1.07% | ₹12.24 Cr |
| Gokaldas Exports Ltd | Consumer Discretionary | 1.07% | ₹12.21 Cr |
| Titan Company Ltd | Consumer Discretionary | 1.03% | ₹11.82 Cr |
| Pine Labs Ltd. | 1.03% | ₹11.77 Cr | |
| Sobha Ltd | Real Estate | 1.02% | ₹11.66 Cr |
| Gujarat Fluorochemicals Ltd | Materials | 1.00% | ₹11.47 Cr |
| Jyoti Cnc Automation Ltd. | Industrials | 0.97% | ₹11.04 Cr |
| Indian Hume Pipe Company Ltd | Industrials | 0.91% | ₹10.37 Cr |
| Indo Count Industries Ltd | Consumer Discretionary | 0.86% | ₹9.78 Cr |
| Bansal Wire Industries Ltd. | Materials | 0.84% | ₹9.54 Cr |
| Tata Motors Ltd | 0.83% | ₹9.49 Cr | |
| Shadowfax Technologies Ltd. | 0.82% | ₹9.34 Cr | |
| Wakefit Innovations Ltd. | 0.79% | ₹9.06 Cr | |
| Meghmani Finechem Ltd | Materials | 0.78% | ₹8.86 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 0.71% | ₹8.15 Cr |
| Kec International Ltd | Diversified | 0.70% | ₹7.97 Cr |
| Home First Finance Company India Ltd | Financial | 0.69% | ₹7.91 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 0.69% | ₹7.87 Cr |
| Kajaria Ceramics Ltd | Industrials | 0.66% | ₹7.58 Cr |
| Devyani International Ltd | Consumer Discretionary | 0.66% | ₹7.49 Cr |
| Lenskart Solutions Ltd. | 0.63% | ₹7.24 Cr | |
| Motherson Sumi Wiring India Ltd | Industrials | 0.51% | ₹5.85 Cr |
| Billionbrains Garage Ventures Ltd. | 0.50% | ₹5.70 Cr | |
| Pitti Engineering Ltd | Industrials | 0.48% | ₹5.54 Cr |
| Amara Raja Batteries Ltd | Consumer Discretionary | 0.47% | ₹5.33 Cr |
| Bharat Bijlee Ltd | Industrials | 0.43% | ₹4.96 Cr |
| Awfis Space Solutions Ltd. | Industrials | 0.43% | ₹4.92 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.36% | ₹4.15 Cr |
| Pnc Infratech Ltd | Industrials | 0.35% | ₹4.01 Cr |
| Pg Electroplast Ltd | Industrials | 0.28% | ₹3.25 Cr |
| Hi-tech Pipes Ltd | Industrials | 0.20% | ₹2.26 Cr |
| Net Payables | Unspecified | -0.12% | ₹-1.75 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 Regular-idcw
What is the current AUM of HSBC Business Cycles Fund Regular-idcw?
As of Sun May 31, 2026, HSBC Business Cycles Fund Regular-idcw manages assets worth ₹1,142.2 crore
How has HSBC Business Cycles Fund Regular-idcw performed recently?
- 3 Months: 11.76%
- 6 Months: 3.28%
What is the long-term performance of HSBC Business Cycles Fund Regular-idcw?
- 3 Years CAGR: 16.31%
- 5 Years CAGR: 15.94%
- Since Inception: 13.01%
What is the portfolio composition of HSBC Business Cycles Fund Regular-idcw?
Equity: 97.66%, Others: 2.34%.
Who manages HSBC Business Cycles Fund Regular-idcw?
HSBC Business Cycles Fund Regular-idcw is managed by Sonal Gupta from HSBC Mutual Fund.
When was the last dividend declared by HSBC Business Cycles Fund Regular-idcw?
Latest dividend was declared on 26 Aug 2025 at 22.00% of face value.
What is the market-cap allocation of HSBC Business Cycles Fund Regular-idcw?
Large Cap: 43.39%, Mid Cap: 19.22%, Small Cap: 37.40%.
Which are the top companies HSBC Business Cycles Fund Regular-idcw 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 Regular-idcw focuses on?
- Financial – 29.89% of the fund's portfolio
- Industrials – 29.36% of the fund's portfolio
- Materials – 12.33% of the fund's portfolio
- Consumer Discretionary – 9.39% of the fund's portfolio
- Other – 8.60% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
