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HSBC Business Cycles Direct Growth

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previously known as L&T Business Cycles Dir Gr until

47.699 (0.517%)
NAV on June 23, 2025
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 1,078 cr
Turnover Ratio 26.39%
Expense Ratio 1.09%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: 3.33%
  • 1Y: 7.77%
  • 3M: 13.05%
  • 3Y: 30.69%
  • 6M: 0.52%
  • 5Y: 28.61%
Min Investment 5,000
ADDITIONAL INFO
Fund Manager Gautam Bhupal (Since about 2 years) Sonal Gupta (Since about 2 years)
ISIN INF917K01RI2
Fund Family L&T Finance
P/E Ratio 24.22
P/B Ratio 3.94
Launch Date August 20, 2014
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 5.67
Beta 1.11
R-Squared 81.35
Info Ratio 0.98
Tracking Err 7.89
Sortino 1.799
Sharpe 1.036
Std Dev 17.884
Risk -
SECTOR WEIGHTINGS (%)
Financial 32.09%
Industrial 28.73%
Technology 1.19%
Basic Materials 11.36%
Consumer Cyclical 19.53%
Utilities Services 0.0%
Healthcare Services 0.00%
Energy Services 6.20%
Communication Services 0.00%
Consumer Defensive 0.00%
Real Estate 0.89%
INVESTMENT OBJECTIVE

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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
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