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HSBC Business Cycles Direct Growth

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previously known as L&T Business Cycles Dir Gr until

32.798 (0.537%)
NAV on December 01, 2023
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 620 cr
Turnover Ratio 27.81%
Expense Ratio 1.37%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: 9.78%
  • 1Y: 23.32%
  • 3M: 6.31%
  • 3Y: 24.12%
  • 6M: 16.87%
  • 5Y: 16.87%
Min Investment 5,000
ADDITIONAL INFO
Fund Manager Venugopal Manghat (Since over 9 years) Gautam Bhupal (Since 6 months) Sonal Gupta (Since 6 months)
ISIN INF917K01RI2
Fund Family L&T Finance
P/E Ratio 23.79
P/B Ratio 3.56
Launch Date August 20, 2014
Benchmark IISL Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs IISL Nifty 500 TR INR

Alpha 3.56
Beta 1.00
R-Squared 86.78
Info Ratio 0.78
Tracking Err 5.39
Sortino 2.780
Sharpe 1.217
Std Dev 14.821
Risk -
SECTOR WEIGHTINGS (%)
Financial 25.21%
Industrial 34.61%
Technology 0.0%
Basic Materials 15.64%
Consumer Cyclical 15.42%
Utilities Services 0.0%
Healthcare Services 0.00%
Energy Services 6.46%
Communication Services 0.00%
Consumer Defensive 0.00%
Real Estate 2.66%
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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NAV		 RETURNS
1y       		FUND
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RATIO		 RISK
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