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HSBC Business Cycles Fund(G)-Direct Plan

HSBC Business Cycles Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+15.77%

5Y annualised

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NAV : 10 Sep 2026

₹49.19

Min. SIP amount

₹500

Fund size (AUM)

1229 Cr

Expense ratio

1.05%

Launched on

20 Aug 2014

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,71,418

Stock Allocation

Stock nameSectorAllocation
Icici Bank LimitedBank5.62%
TrepsCash & Cash Equivalents And Net Assets3.94%
Mtar Technologies LimitedCapital Goods3.37%

Fund Composition

1229 Cr

Large Cap

39.66%

Mid Cap

18.57%

Small Cap

36.43%

Others

5.34%

Sector Allocation

1229 Cr

Bank

14.52%

Capital Goods

14.19%

Finance

11.51%

Domestic Equities

7.80%

Retailing

5.92%

Automobile & Ancillaries

4.37%

Infrastructure

4.31%

Cash & Cash Equivalents And Net Assets

3.73%

Others

33.35%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

GB

Gautam Bhupal

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+37.12%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan

+21.41%
W

WOC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%

FAQs

HSBC Business Cycles Fund(G)-Direct Plan is a part of HSBC Global Asset Management (India) Private Limited, it was incepted on 20 Aug 2014. This fund is managed by Gautam Bhupal. It is a Equity type of fund.

The current NAV of HSBC Business Cycles Fund(G)-Direct Plan is ₹49.19 (as of 10 Sep 2026).

HSBC Business Cycles Fund(G)-Direct Plan has delivered 4.52% in 1 year, 15.99% in 3 years, and 15.77% in 5 years (annualised).

The minimum SIP amount for HSBC Business Cycles Fund(G)-Direct Plan is ₹500.

The expense ratio of HSBC Business Cycles Fund(G)-Direct Plan is 1.05%.

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