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HSBC Business Cycles Fund-Reg(G)

As on Apr-11-2025 change fund
37.74  up0.99 (2.70%)

fund objective

To seek to generate long-term capital appreciation from a portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages ofbusiness cycles in the economy.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2021-20222022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)22.7023.8734.2938.91
Net Assets(Rs Crores) (as on 31-Mar-2025) 553.62 542.17 764.45 967.37
Scheme Returns(%)(Absolute)17.774.2643.1811.17
B'mark Returns(%)(Absolute)NANANANA
Category Rank28/5711/6128/828/119
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202520.657.37-2.85-9.83
2023-202413.335.8410.558.30
2022-2023-9.3415.431.48-0.96
2021-20227.8110.530.96-0.82
2020-202118.4810.9820.2911.81
Top 10 holdings
company (%)
ICICI Bank Ltd.5.92 
Reliance Industries Ltd.5.29 
Trent Ltd.5.27 
Multi Commodity Exchange Of In...5.18 
HDFC Bank Ltd.4.66 
Bharat Electronics Ltd.3.11 
Larsen & Toubro Ltd.2.95 
Blue Star Ltd.2.65 
Power Finance Corporation Ltd.2.58 
Power Mech Projects Ltd.2.55 

Category

Thematic Fund

Launch Date

20-Aug-14

ISIN Code

INF917K01RF8

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

967.37

portfolio price to book value

8.23

investing style?

Large Growth

fund manager?

Gautam Bhupal,Venugopal Manghat

inception date (regular plan)

20-Aug-14

expense ratio (regular plan) %

2.29

Top 10 sectors
sectors (%)
Bank - Private13.06
Engineering - Construction10.60
Finance - Stock Broking5.51
Refineries5.29
Retailing5.27
Defence5.20
Electric Equipment4.63
Air Conditioners4.40
Finance Term Lending3.32
Construction - Real Estate3.19

Growth Chart of the Scheme

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
HSBC Business Cycles Fund-Reg(G)Large-Growth 20-Aug-2014967.374.7117.4827.6211.4213.28
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,217.40-2.4225.7228.2514.9211.88
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20006,046.757.6424.9231.7914.1613.16
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20195,342.23-8.6424.8131.70NA23.52
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201925,696.425.0219.6632.57NA20.39
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,163.31-7.1518.8228.319.6015.93
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021631.713.2618.51NANA17.60
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,891.54-12.5817.12NANA19.62
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-20192,554.350.1213.0126.01NA19.07
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009274.31-4.609.6919.6910.3516.40
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-201991.90-0.059.1720.87NA14.47
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,216.02-4.536.3919.619.9115.23
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023886.804.60NANANA18.13
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023854.343.47NANANA11.68
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,297.791.26NANANA15.34
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,511.261.15NANANA4.97
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,309.57-0.51NANANA13.10
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,128.52-0.69NANANA18.92
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024768.32NANANANA-17.81
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024780.08NANANANA11.37
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024190.35NANANANA-23.38
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024514.97NANANANA-16.70
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-2024976.66NANANANA-10.22
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,587.92NANANANA-10.63
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,228.99NANANANA-15.56
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,633.52NANANANA-14.77
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,604.63NANANANA-1.32
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202411,596.69NANANANA-7.67
Groww Nifty India Railways PSU Index Fund-Reg(G)Large-Growth 04-Feb-202523.50NANANANA-7.20
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20246,951.40NANANANA-15.97
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,695.21NANANANA-22.90
Motilal Oswal Business Cycle Fund-Reg(G)Large-Growth 27-Aug-20241,751.58NANANANA9.13
ENTRY LOAD / EXIT LOAD
Max Entry Load [%]
0.00
Entry Remark
Max Exit Load [%]
1.00
Exit Remark
Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y
52 Week Highs & Lows
52 Week High
45.44
52 Week Low
34.72
portfolio characteristics
As on 31-Mar-2025
Average Maturity
N.A
Modified Duration
N.A
Yield to Maturity
N.A.
Portfolio Turnover Ratio
0.17 Times
ratios
Statistical Ratios
Standard Deviation [%]
26.3171
Semi Standard Deviation [%]
0.9692
Beta [%]
1.1791
Sharp Ratio [%]
0.0162
R-Square [%]
0.7864
Expense Ratio [%]
2.2900
AVG Ratio [%]
0.0207
Other Ratios
Jenson Ratio [%]
0.0269
Treynor Ratio [%]
0.0036
Turnover Ratio [%]
17.0000
FAMA Ratio [%]
0.0246
SORTINO Ratio [%]
0.0043
HEAD OFFICE Leader Care A-507/8 Navratna Corporate Park, Ashok Vatika Bopal-Ambli Road, Ahmedabad-380058
CALL US @ 02717-469491/872 EMAIL US @ info@leadercare.in
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DISCLAIMER

Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objective of the Scheme will be achieved. Past performance of the Sponsor/AMC/Fund or that of any scheme of the Fund does not indicate the future performance of the Schemes of the Fund. Please read the Key Information Memorandum and the Offer Document carefully before investing.

  • INSURANCE DISCLAIMER - Insurance is a subject matter of solicitation
  • ARN Number - 11439
  • IRDAI Licence Number - AGQ0127782
  • Leader Care Finance is registered with AMFI and holds ARN-11439 & Current Validity is 12 Oct 2025

Copyright © 2019Leader CareAll rights reserved

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