Compare ITI Business Cycle Fund vs HSBC Business Cycles Fund
ITI Business Cycle Fund
EquityThematic-Business Cycle
HSBC Business Cycles Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
3.39
2.36
NAV
₹9.71
₹44.35
Fund Started
13 Feb 2026
30 Jul 2014
Fund Size
₹116.61 Cr
₹1178.73 Cr
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year
-
-7.91%
3 Year
-
12.70%
5 Year
-
11.33%
Equity
91.32%
98.12%
Cash
8.68%
1.88%
Top 10 Holdings
Name | Assets |
|---|---|
ESDS Software Solution Ltd. | 6.03% |
HDFC Bank Ltd. | 3.83% |
ICICI Bank Ltd. | 2.37% |
Eternal Ltd. | 2.19% |
Manipal Payment and Identity Solutions Ltd. | 2.02% |
HDFC Life Insurance Co Ltd. | 2.01% |
Reliance Industries Ltd. | 1.93% |
Bajaj Auto Ltd. | 1.70% |
Titan Company Ltd. | 1.70% |
Laurus Labs Ltd. | 1.59% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.33% |
MTAR Technologies Ltd. | 3.90% |
Interglobe Aviation Ltd. | 3.38% |
HDFC Bank Ltd. | 2.97% |
Reliance Industries Ltd. | 2.58% |
Hindustan Aeronautics Ltd. | 2.53% |
RBL Bank Ltd. | 2.43% |
ICICI Prudential Asset Management Company Ltd. | 2.26% |
Bharat Electronics Ltd. | 2.22% |
Larsen & Toubro Ltd. | 2.12% |
Name
-
-
Start Date
-
-
Description
The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities 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 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.
Launch Date
13 Feb 2026
30 Jul 2014
