HSBC Business Cycles Regular Growth
EquityEquity - Other
41.16
0.01(0.02%)
NAV as on 18 Dec, 2025
CAGR
18.94%
- AUM (Crs.)1,152.07
- Expense Ratio2.20 %
- Sharpe Ratio / Category Average0.77
- Standard Deviation / Category Average16.69
- Beta / Category Average-
- Portfolio Turnover / Category Average17.56 / 93.62
- Top 5 Stocks Wt.23.64
- Top 10 Stocks Wt.34.90
- Top 3 Sectors Wt.75.79
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryGautam Bhupal, Sonal Gupta
- Launch Date20 Aug, 2014
- BenchmarkS&P BSE 500
Objective
The investment objective of the Scheme is 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 of business cycles in the economy. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.
Riskometer
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