HSBC BUSINESS CYCLES FUND-REG(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
HSBC BUSINESS CYCLES FUND-REG(G)	market linked	49.05 %	25.81 %	19.57 %
BenchMark : NIFTY 500 - TRI	BenchMark Return	40.74	21.08	17.96
Value of Rs. 1,00,000 Invested	current value	149050	199134	244405

scheme objective	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 ofbusiness cycles in the economy.
Category	Mutual Fund > Equity > Sectoral / Thematic
Fund Type	Open Ended
Fund Manager	Gautam Bhupal
Minimum Amount for Lumpsum Investment (Rs.)	5000
Minimum Amount for SIP Investment (Rs.)	5000
Nav Date	25/04/2024
Nav	36.80
AUM (Cr.)	764.45
AUM Date	31/03/2024
Expense Ratio Currently	2
Expense Ratio Date Currently	31/03/2024
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y
Tax Treatment of Income
Tax Benefit on Investment
Withdrawal	Anytime
Pros
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.