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
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
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)