Compare HSBC Business Cycles Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.23
2.19
NAV
₹45.50
₹13.49
Fund Started
30 Jul 2014
06 Feb 2025
Fund Size
₹1149.12 Cr
₹1015.65 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
-4.92%
11.66%
3 Year
15.89%
-
5 Year
15.02%
-
Equity
98.32%
94.58%
Cash
1.68%
5.42%
Top 10 Holdings
ICICI Bank Ltd. | 5.22% |
Reliance Industries Ltd. | 5.00% |
MTAR Technologies Ltd. | 3.31% |
HDFC Bank Ltd. | 3.31% |
Multi Commodity Exchange Of India Ltd. | 3.26% |
Bharat Electronics Ltd. | 2.53% |
ICICI Prudential Asset Management Company Ltd. | 2.44% |
Hindalco Industries Ltd. | 2.44% |
Hindustan Aeronautics Ltd. | 2.41% |
Power Finance Corporation Ltd. | 2.35% |
Max Healthcare Institute Ltd. | 5.90% |
Aditya Infotech Ltd. | 5.48% |
Sai Life Sciences Ltd. | 4.98% |
Interglobe Aviation Ltd. | 4.92% |
BSE Ltd. | 4.89% |
Prestige Estates Projects Ltd. | 4.63% |
Amber Enterprises India Ltd. | 4.43% |
Trent Ltd. | 4.18% |
AU Small Finance Bank Ltd. | 3.89% |
Eternal Ltd. | 3.67% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long term capital appreciation from a portfolio of 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 seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
30 Jul 2014
06 Feb 2025
