HSBC Business Cycles Fund - Direct (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of HSBC Business Cycles Fund - Direct (G) (27791) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HSBC Business Cycles Fund - Direct (G)
HSBC Asset Management (India) Pvt. Ltd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
HSBC Business Cycles Fund - Direct (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 6.29% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 6.26% |
| ICICI Bank Ltd | Banks | 5.60% |
| Reliance Industries Ltd | Refineries | 4.97% |
| Multi Commodity Exchange of India Ltd | Financial Services | 4.87% |
| HDFC Bank Ltd | Banks | 4.43% |
| Trent Ltd | Retail | 4.27% |
| Power Mech Projects Ltd | Infrastructure Developers & Operators | 2.52% |
| Ahluwalia Contracts (India) Ltd | Realty | 2.50% |
| Hindustan Aeronautics Ltd | Aerospace & Defence | 2.32% |
| Bharat Electronics Ltd | Aerospace & Defence | 2.30% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
HSBC Business Cycles Fund - Direct (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 20.90% | -2.29% | 13.00% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 20.48% | -2.95% | 12.20% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | 13.09% | 3.74% | 16.83% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | 13.09% | 3.74% | 16.83% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | 13.30% | 0.45% | 24.37% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | 13.30% | 0.45% | 24.37% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | 7.85% | -5.66% | 23.50% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 13.18% | -7.36% | 10.35% |
Category Average Returns
Gautam Bhupal
A seasoned investment professional with over 11 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.