AnandRathi

HSBC Business Cycles Fund (G)

Last Updated NAV Date: 19 Jun 2026

3 Year Returns

16.93%

NAV (₹)

43.0718

1 Day NAV Change

0.59%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 500
Min. Lumpsum Amount₹ 5000
AUM₹ 1142.20 Cr
Expense Ratio2.22%
Lock-in PeriodNo Lock-in Period
Inception Date20 Aug 2014
Fund Age11 Yrs

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.

Fund’s Investment Objective

To seek to generate long-term capital appreciation from a diversified 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.

Calculate Your Mutual Fund Returns

Calculator

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return5.58%
3 Month Return15.16%
6 Month Return3.60%
1 Year Return1.20%
3 Year Return16.93%
5 Year Return16.36%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 31 May 2026
SectorsAllocationWeightageValue (in Cr.)
Others
21.85%249.609
Banks
14.71%168.06
Finance
12.42%141.866
Aerospace & Defence
9.10%103.964
Infrastructure Developers & Operators
5.62%64.231
Capital Goods - Electrical Equipment
4.64%52.946
Capital Goods-Non Electrical Equipment
4.32%49.311
E-Commerce/App based Aggregator
4.18%47.779
Stock/ Commodity Brokers
3.18%36.367
Financial Services
3.07%35.082

Stock Holdings

Last Updated: 31 May 2026
NameAllocationWeightageValue (in Cr.)Sector
ICICI Bank
5.22%59.679Banks
MTAR Technologie
4.06%46.41Aerospace & Defence
HDFC Bank
3.22%36.751Banks
Multi Comm. Exc.
3.00%34.272Financial Services
Reliance Industr
2.97%33.915Refineries
Hindalco Inds.
2.66%30.376Non Ferrous Metals
GE Vernova T&D
2.66%30.377Capital Goods - Electrical Equipment
ICICI AMC
2.64%30.113Finance
TREPS
2.46%28.102Debt Others
Bharat Electron
2.42%27.697Aerospace & Defence

Fund Manager Details

Over 16 years of experience in Research and Fund Management HSBC Asset Management (India) Private Limited Vice President & Fund Manager, since October 2015 till date Vice President - Investment Management, from June 2015 to October 2016. Fund Manager for PMS Portfolios from July 2008 to June 2015 UTI Asset Management Company Equity Research Analyst from May 2004 to June 2008. PGDBN CA, CS, B.COM (Hons)

Risk-O-Meter

Very High Risk

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

45

Assets Managed

₹ 1,36,788.21 Cr

Contact Details

Registered Address

9-11 Floors, NESCO IT Park,Building no 3, Western ExpressHighway, Goregaon(East) Mumbai-400063

Managing Director

N P Gidwani

Chief Executive Officer

Kailash Kulkarni

Compliance Officer

Sumesh Kumar

Benefits of Investing in HSBC Business Cycles Fund (G)

Like any mutual fund, investing in HSBC Business Cycles Fund (G) offers its own set of benefits for investors. Here are a few of them:

Managed by Professionals

Like any mutual fund, the funds within the HSBC Business Cycles Fund (G) are managed by a fund manager who has market knowledge and expertise. They analyze the markets, decide where to invest, and adjust the folio on a frequent basis.

Diversification Across Multiple Securities

One major advantage of investing in HSBC Business Cycles Fund (G) is the diversification provided here. With doors open to multiple assets/sectors/themes/industries, the fund spreads the investment in different securities – rather than putting money in a single instrument.

Flexible Investment Options

These funds are feasible to everyone, especially for those looking to invest in mutual fund with a few hundreds via SIP (Systematic Investment Plan) or making a lumpsum payment upfront. This makes it easier for those who wish to access multiple stocks, bonds, or securities through a single fund.

Liquidity

Open-ended schemes allow you to redeem your units on any business day. So, if you wish to withdraw your investment, this HSBC Business Cycles Fund (G) enables that as well. However, there can be exit load and post-tax implications applicable. Hence, do check the master scheme and type of MF scheme before making any investment decision.

Transparency & Regulation

All types of mutual funds in India are regulated by the SEBI (Securities and Exchange Board of India). Thus, there is a high level of transparency in these funds: regular disclosures, portfolio reports, NAV updates, etc.

What Are The Factors That Influence The Performance Of HSBC Business Cycles Fund (G)?

In mutual funds, every scheme is exposed to risks like market risk, credit risk, interest rate risk, and liquidity risk, which can impact investment outcomes.

In addition to these broad risks, the performance of HSBC Business Cycles Fund (G) may also be influenced by factors such as:

  • Asset Allocation Strategy

    In any fund, understanding how the scheme (or fund manager) allocates its money across equity, debt, cash, or other instruments has a direct impact on performance. For instance, if the fund is inclined towards equity, the risk exposure would also be high, and likewise for other fund types. You can check that on stock broker’s online site.

  • Market Conditions

    Regardless of the fund type, market events will always affect the fund. Certain broader economic factors, such as GDP growth, inflation, interest rates, and global market trends, can influence fund returns.

  • Securities Selection

    The performance of the mutual fund depends on specific securities chosen by the fund manager. Their performance can drive the overall results of your investment.

  • Fund Manager's Investment Approach

    Unless the fund follows a passive approach, the fund manager's involvement matters. Decisions related to timing, security selection, risk controls, and rebalancing play a key role in how the HSBC Business Cycles Fund (G) performs in the long run.

  • Scheme-Specific Mandate and Restrictions

    Every scheme follows a defined investment objective and certain limits on where it can invest in mutual fund. These rules can influence how the scheme performs.

How To Invest in HSBC Business Cycles Fund (G) with Anand Rathi?

Looking to Invest in HSBC Business Cycles Fund (G)?

Anand Rathi offers a secure and seamless platform for investing in HSBC Business Cycles Fund (G) online:

Here's how you can invest in mutul fund with us:

  1. Register or Log In to Your Account

    Visit the Anand Rathi platform or download the "AR Invest" app to get started.
    Already have an account? Simply log in or open a demat account.
  2. Complete Your KYC

    With quick and simple verification, complete your Know Your Customer (KYC) process in a few minutes.
  3. Choose and Invest

    Type HSBC Business Cycles Fund (G) and invest easily via SIP or Lump Sum, in just a few clicks.
  4. Track and Manage Funds Anytime

    Keep an eye on your investment made in HSBC Business Cycles Fund (G) with a clean, intuitive dashboard – track performance, manage SIPs, and stay updated, anytime, anywhere.

Documents Required to Invest in HSBC Business Cycles Fund (G)

To invest in HSBC Business Cycles Fund (G), no extra documents are required specifically for the scheme. However, if you are opening a demat account to start investing, you will need to submit the following:

  1. PAN Card – Mandatory for all investments
  2. Aadhaar Card – For identity and address verification
  3. Photograph – A recent passport-size photo (if required)
  4. Bank Proof – Cancelled cheque or passbook copy to link your bank account
  5. Signature Verification – As per KYC requirements.

Additional documents may be required for:

  • Minors (birth certificate + guardian documents)
  • NRIs (passport, overseas address proof, OCI/PIO card)
  • Joint account holders (KYC for all applicants).

Things To Keep In Mind While Investing In HSBC Business Cycles Fund (G)

Before investing in HSBC Business Cycles Fund (G), keep these points in mind, which include;

  1. Ensure the scheme's objective matches your financial goals.
  2. Check the riskometer to understand the scheme's risk level.
  3. Know the ideal investment horizon for the scheme.
  4. Review the expense ratio and any exit load.
  5. Understand the scheme's asset allocation and strategy.
  6. Keep track of regular scheme updates, NAV, and portfolio changes.
  7. Review the tax rules applicable to the HSBC Business Cycles Fund (G).
  8. Read all scheme-related documents carefully before investing.

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from HSBC Business Cycles Fund (G) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for HSBC Business Cycles Fund (G) is ₹ 5000 for Lumpsum and ₹ 500 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
HSBC Business Cycles Fund (G) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of HSBC Business Cycles Fund (G) over the past three years is 16.93%.
The current NAV of HSBC Business Cycles Fund (G) is 43.0718.
The Expense ratio of HSBC Business Cycles Fund (G) is 2.22%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the HSBC Business Cycles Fund (G) fund is ₹ 1142.20 Cr. It represents the total assets held and managed by the fund.
The exit load for HSBC Business Cycles Fund (G) is 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..
The fund managers of the HSBC Business Cycles Fund (G) are Gautam Bhupal, Karan Desai, Mayank Chaturvedi. However, with management's discretion, the fund manager could also change during the tenure.
HSBC Business Cycles Fund (G) was launched on 20 Aug 2014. Since then, the fund has formed an NAV (Net Asset Value) of 43.0718.

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