HSBC Business Cycles IDCW-P
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation23.2%
Sharpe Ratio-0.07
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services5.33%
MTAR Technologies LtdCapital Goods3.90%
InterGlobe Aviation LtdCapital Goods3.38%
HDFC Bank LtdFinancial Services2.97%
Reliance Industries LtdEnergy & Infra2.59%
Hindustan Aeronautics Ltd Ordinary SharesCapital Goods2.53%
RBL Bank LtdFinancial Services2.43%
ICICI Prudential Asset Management Co LtdFinancial Services2.26%
Bharat Electronics LtdCapital Goods2.22%
Larsen & Toubro LtdCapital Goods2.12%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
MC
Mayank Chaturvedi
Lead Portfolio Manager
Mr. Mayank Chaturvedi has experience of 7 years. Manages 130 funds at HSBC Asset Management (India) Private Ltd with an AUM of approximately ₹26,791 Cr Holds a B.Com degree.
30 years
Combined Team Experience
₹ 26,791 Cr
Assets Under Management
Firm Overview
AMCHSBC Asset Management (India) Private Ltd
Investment Professionals49+
Global Offices250 Cities
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.32%
Regulatory & Tax Information
INF917K01RH4
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)