Compare HSBC Business Cycles Fund vs Invesco India Business Cycle Fund
HSBC Business Cycles Fund
Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.33
2.19
NAV
₹47.36
₹14.50
Fund Started
30 Jul 2014
06 Feb 2025
Fund Size
₹1182.69 Cr
₹1198.64 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
-1.61%
14.00%
3 Year
14.51%
-
5 Year
14.84%
-
Equity
96.92%
95.49%
Cash
3.08%
4.51%
Top 10 Holdings
ICICI Bank Ltd. | 5.52% |
MTAR Technologies Ltd. | 3.80% |
HDFC Bank Ltd. | 3.33% |
Reliance Industries Ltd. | 2.81% |
Interglobe Aviation Ltd. | 2.50% |
GE Vernova T&D India Ltd | 2.47% |
ICICI Prudential Asset Management Company Ltd. | 2.39% |
Hindustan Aeronautics Ltd. | 2.36% |
Bharat Electronics Ltd. | 2.35% |
Larsen & Toubro Ltd. | 2.33% |
Aditya Infotech Ltd. | 6.45% |
Kotak Mahindra Bank Ltd. | 6.10% |
Max Healthcare Institute Ltd. | 5.69% |
Interglobe Aviation Ltd. | 5.21% |
Sai Life Sciences Ltd. | 4.87% |
BSE Ltd. | 4.40% |
Prestige Estates Projects Ltd. | 4.34% |
Trent Ltd. | 4.21% |
Cholamandalam Investment and Finance Company Ltd. | 3.54% |
Amber Enterprises India Ltd. | 3.52% |
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
