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HSBC Business Cycles Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• An open ended equity scheme

• Long term capital appreciation

• Investment predominantly in equity and equity-related securities, including equity derivatives in Indian markets with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy

Fund Info

Scheme Class	Equity
Scheme Category	Equity - Other
Expense Ratio	1.23%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 953
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 1,000

Benchmark Type

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Aditya Birla Sun Life Digital India Fund - Direct Plan	1000	1000	13.68%
Mirae Asset Great Consumer Fund - Direct Plan	1000	1000	24.6%
Sundaram Consumption Fund - Direct Plan	500	500	22.45%
DSP Natural Resource & New Energy Fund - Direct Plan	1000	1000	21.26%

Top 10 Holdings

Company	Holding Type	Asset(%)
Trent Ltd	Equity	7
ICICI Bank Ltd	Equity	5
Reliance Industries Ltd	Equity	4
Multi Commodity Exchange of India Ltd	Equity	4
Ahluwalia Contracts (India) Ltd	Equity	4
Larsen & Toubro Ltd	Equity	4
Bharat Electronics Ltd	Equity	3
HDFC Bank Ltd	Equity	3
Power Mech Projects Ltd	Equity	3
ABB India Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	98
Cash	1
Cash - Repurchase Agreement	1

Sector Allocation(%)

Sector	Percent
Industrials	32
Financial Services	24
Consumer Cyclical	16
Basic Materials	13
Energy	7

Fund Manager

Venugopal Manghat

10+ years of experience

Gautam Bhupal

1+ years of experience

Sonal Gupta

1+ years of experience

HSBC Mutual Fund

AUM₹11,054 Cr

About

HSBC Mutual Fund, established in May 2002, has an asset under management of Rs. 10621.84 crore as of June 2018.##The asset management company believes in providing well-engineered products to its customers and they also target on developing an adequate solution base for their client.##The motto of the company is to connect customers to companies, so that their investor community may prosper. HSBC claims to work in a goal oriented format to bring about the best possible financial services to its investors. In this regard, HSBC offers a wide array of mutual funds across various categories so that may appeal to investors irrespective of their risk appetite, investment duration and even salary.##With a global presence in 26 locations, HSBC aims to bring about the best possible investment service to retail investors.

Phone

1800 200 2434

Address

Standard Chartered Bank - India, Mumbai -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m