INF917K01RI2

HSBC Business Cycles Direct Growth

Very High Risk Equity - Other Equity

NAV (Fri Feb 07 2025)

₹43

Returns (Since Inception)

20.56%

Category Average

0.00%

Rating

NA

Allocation and Holdings

Asset class

Weightage

Consumer Cyclical

6.58%

Financial Services

19.90%

Energy

3.41%

Industrials

8.41%

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Overall rating

100K+Downloads

Scheme Information

Fund name

HSBC Business Cycles Direct Growth


Minimum SIP

500


Risk Level

Very High Risk


AUM

₹1035.50 Cr


ISIN

INF917K01RI2


Inception Date

Aug 20 2014


Standard Deviation

15.549


Beta

1.01


Sharpe Ratio

0.907


Benchmark

S&P BSE 500 India TR INR


Expense Ratio

1.140%


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. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment. 1% If units are redeemed or switched out on or after 1 year from the date of allotment. Nil

Risk

Very High Risk

Investment 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.

Fund Managers

Venugopal Manghat

Cheenu Gupta

Sonal Gupta

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