
H
HSBC Business Cycles Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 04 Mar 2026
43.2376
1 Day NAV Change (₹)
-0.96542
Morningstar
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 47.04 L
16.69%
Total Investment
₹ 30,00,000
Returns
₹ 17,03,662 (56.79%)
Maturity Value
₹ 47,03,662
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹1,089.59 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 49.2064
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 1,089.59
Expense Ratio
1.04%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 39.0480
Inception Date
20 Aug 2014
Fund Age
11 Yrs
Benchmark
Nifty 500 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- If The Units Redeemed Or Switched Out Are Upto 10% Of The Units Purchased Or Switched In (the Limit) Within 1 Year From The Date Of Allotment: Nil
- 1.00% - If Redeemed Or Switched Out Are Over And Above The Limit Within 1 Year From The Date Of Allotment.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Gautam Bhupal
Qualification
PGDBN CA, CS, B.COM (Hons)
Name
Mayank Chaturvedi
Qualification
Chartered Accountant (ICAI) CFA Level 2 (Charlottesville, USA) B.Com (Ahmadabad University)
Fund 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.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
HSBC Mutual Fund
Funds Managed
40
Assets Managed (₹ Cr)
₹ 1,39,032.09
Contact Details
Registered Address
9-11 Floors, NESCO IT Park,Building no 3, Western ExpressHighway, Goregaon(East) Mumbai-400063
Open NFOs
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View AllFAQs
When was HSBC Business Cycles Fund launched?
What is the current NAV of HSBC Business Cycles Fund?
What is the AUM of HSBC Business Cycles Fund?
What is the rate of return of HSBC Business Cycles Fund?
- In the past 1Y: 16.07%
- In the past 3Y: 20.28%
- In the past 5Y: 16.69%
What is the expense ratio of HSBC Business Cycles Fund?
What is exit load of HSBC Business Cycles Fund?
What is the portfolio of HSBC Business Cycles Fund?
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in HSBC Business Cycles Fund?
Who is the fund manager HSBC Business Cycles Fund?
What is the minimum investment required in HSBC Business Cycles Fund?
How to invest in HSBC Business Cycles Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



