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HSBC Business Cycles Regular Growth

Medium
Risk
Equity
Other
+
22.56
%
22.56
%
3Y annualised
+
0.80
%
0.80
%
1 Day returns
Fund size
742
NAV:
Feb 23, 2024
34.669
Sector
Tech
Type
Equity
Launched
Aug 2014
Min Investment
5000
Expense Ratio
2
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
ICICI Bank Ltd
5.89
%
Larsen & Toubro Ltd
4.69
%
Trent Ltd
4.45
%
Multi Commodity Exchange of India Ltd
4.34
%
Reliance Industries Ltd
4.23
%
HDFC Bank Ltd
3.54
%
Power Mech Projects Ltd
3.26
%
Ahluwalia Contracts (India) Ltd
3.19
%
ABB India Ltd
2.69
%
UltraTech Cement Ltd
2.69
%

Expense ratio, exit load and tax

Expense Ratio:

2

%

Inclusive of GST

Exit load

Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Fund house & investment objective

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HSBC Business Cycles Regular Growth
More details

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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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