Rating : ★ ★ ☆ ☆ ☆

HSBC Business Cycles Regular Payout of Income Dis cum Cap wdrl

Equity

  

Sectoral Fund

NAV

17.356-0.0312

(as on 07 Feb, 2023)

RETURNS

10.76 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Expense Ratio

3%

Asset Size

553.96 Cr.

(As of 31 Dec, 2022)

Benchmark

S&P BSE 500 India TR INR

Riskometer

Investors understand that their principal will be at Very High Risk.

Objective

To seek to generate long-term capital appreciation from a diversified 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.There is no assurance that the investment objective of the scheme will be realized.

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Fund manager

Venugopal Manghat

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹1000

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

ICICI Bank Ltd

8.04%

HDFC Bank Ltd

6.82%

State Bank of India

4.63%

Larsen & Toubro Ltd

4.13%

Sector Allocation

About the Scheme Type

As the name suggests, Sectoral Funds invest in specific sectors of the economy. These funds are less diversified as they invest entirely in a particular sector; hence, their risk factor also depends on the respective sector’s performance, this carrying high risk. For example, a FMCG fund will only invest in FMCG companies while a tech fund will invest in only tech companies.The aim of these funds is to give investors a chance to benefit from the growth prospects of a particular fund.

Ratings

This fund is rated 2 stars by Morning Star Ratings.

★ ★ ☆ ☆ ☆

Overview of L&T Investment Management Ltd

HSBC Mutual Fund’s mission is to work with clients to meet their investment objectives, by delivering investment expertise in a tailored way. To provide our clients with our best ideas and investment expertise as we collaborate with them to help them grow and protect their assets.

We, at HSBC Mutual Fund, deliver on our fiduciary responsibilities by managing risk as much as performance. We demonstrate our global investment expertise combined with strong governance as we collaborate with our clients, aiming to help them grow and protect their assets.

Doing the right thing for our clients is our most important responsibility. Global discipline, structure and focus help us use our resources optimally to ensure that all our clients benefit from our investment insights, and are given fair treatment. Client relationships are our greatest asset. We bring a global network of people, capital and ideas to help our clients tailor an investment strategy to meet their objectives.

HSBC Mutual Fund strives to anticipate and evaluate global market trends that may impact client objectives. Our investment framework is rigorous and repeatable, entailing:

  • A clear investment philosophy
  • A focus on longer-term valuations and risk-adjusted performance
  • In-depth research and analysis to support investment decisions
  • A global investment platform capturing insights and broader perspectives
  • Comprehensive portfolio construction and risk management tools