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₹40.54
(-0.38%)
Current NAV 17-01-2025
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25.94%
Returns
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Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 30-Nov-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 96.58%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Small Cap | 46.28 |
| Large Cap | 39.79 |
| Mid Cap | 10.51 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Construction
Banks
Capital Markets
Industrial Products
Retailing
Finance
Consumer Durables
Electrical Equipment
Petroleum Products
Cement & Cement Products
Aerospace & Defense
Chemicals & Petrochemicals
Financial Technology (Fintech)
Gas
Paper, Forest & Jute Products
Textiles & Apparels
Industrial Manufacturing
Auto Components
Fertilizers & Agrochemicals
Realty
Automobiles
Leisure Services
Non - Ferrous Metals
Ferrous Metals
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 17-Jan-2025 |
Holdings | PE Ratio 17-Jan-2025 |
1Y Return |
|---|---|---|---|---|---|
| Trent Limited | Large Cap | Retailing (63.19) | 6.73% | 122 | 97.43% |
| Multi Commodity Exchange of India Limited | Small Cap | Capital Markets (111.19) | 5.74% | 88.85 | 92% |
| ICICI Bank Limited | Large Cap | Banks (18.1) | 5.44% | 17.87 | 25.03% |
| Reliance Industries Limited | Large Cap | Petroleum Products (16.4) | 3.69% | 25.91 | -4.48% |
| HDFC Bank Limited | Large Cap | Banks (18.1) | 3.42% | 18.1 | 6.5% |
| Bharat Electronics Limited | Large Cap | Aerospace & Defense (45.05) | 3.03% | 45.41 | 51.86% |
| Larsen & Toubro Limited | Large Cap | Construction (40.53) | 3% | 37.12 | -0.05% |
| Power Finance Corporation Limited | Large Cap | Finance (14.95) | 2.94% | 6.75 | 10.47% |
| Kirloskar Pneumatic Co Limited | Small Cap | Industrial Products (53.52) | 2.8% | 0 | 122.2% |
| PB Fintech Limited | Mid Cap | Financial Technology (Fintech) (76.58) | 2.78% | 615.37 | 84.19% |
| Ahluwalia Contracts (India) Limited | Small Cap | Construction (40.53) | 2.71% | 16.74 | 4.5% |
| Aegis Logistics Limited | Small Cap | Gas (40.76) | 2.58% | 48.03 | 115.53% |
| Power Mech Projects Limited | Small Cap | Construction (35.78) | 2.53% | 28.11 | -0.09% |
| ABB India Limited | Large Cap | Electrical Equipment (99.66) | 2.38% | 0 | 36.42% |
| Aditya Birla Real Estate Limited | Small Cap | Paper, Forest & Jute Products (14.25) | 2.36% | 231.84 | 44.84% |
| Blue Star Limited | Mid Cap | Consumer Durables (108.13) | 2.18% | 75.16 | 81.01% |
| UltraTech Cement Limited | Large Cap | Cement & Cement Products (55.96) | 2.16% | 44.61 | 34.3% |
| State Bank of India | Large Cap | Banks (10.6) | 1.89% | 9.53 | 22.05% |
| Time Technoplast Limited | Small Cap | Industrial Products (30.07) | 1.82% | 27.07 | 150.8% |
| Mangalore Chemicals & Fertilizers Limited | Small Cap | Fertilizers & Agrochemicals (39.49) | 1.67% | 0 | 37.44% |
| Gokaldas Exports Limited | Small Cap | Textiles & Apparels (67.13) | 1.67% | 59.7 | 21.29% |
| KEC International Limited | Small Cap | Construction (26.89) | 1.65% | 213.91 | 49.58% |
| BSE Limited | Mid Cap | Capital Markets | 1.62% | - | 0% |
| Epigral Limited | Small Cap | Chemicals & Petrochemicals (46.43) | 1.56% | 25.5 | 70.99% |
| Amber Enterprises India Limited | Small Cap | Consumer Durables (91.58) | 1.4% | 123.23 | 82.13% |
| Indian Hume Pipe Company Limited | Small Cap | Industrial Manufacturing (35.68) | 1.35% | 0 | 40.12% |
| Suzlon Energy Limited | Mid Cap | Electrical Equipment (101.77) | 1.26% | 81.41 | 39.34% |
| Sterling and Wilson Renewable Energy Limited | Small Cap | Construction (56.52) | 1.23% | -190.28 | -7.63% |
| Gujarat Fluorochemicals Limited | Mid Cap | Chemicals & Petrochemicals (64.84) | 1.23% | 100.61 | 10.33% |
| PNB Housing Finance Limited | Small Cap | Finance (18.63) | 1.22% | 13.87 | 8.31% |
| Brigade Enterprises Limited | Small Cap | Realty (98.67) | 1.22% | 57.06 | 15.46% |
| TVS Motor Company Limited | Large Cap | Automobiles (32.93) | 1.2% | 57.67 | 13.61% |
| Bansal Wire Industries Ltd. | Small Cap | Industrial Products | 1.12% | - | 0% |
| GE Vernova T&D India Limited | Small Cap | Electrical Equipment (26.89) | 1.02% | 206.18 | 772.74% |
| NCC Limited | Small Cap | Construction (40.53) | 1.02% | 19.03 | 30.84% |
| EIH Limited | Small Cap | Leisure Services (81.66) | 0.98% | 37.45 | 40.8% |
| Birla Corporation Limited | Small Cap | Cement & Cement Products (49) | 0.94% | 29.5 | -14.81% |
| Hindalco Industries Limited | Large Cap | Non - Ferrous Metals (30.32) | 0.93% | 38.75 | 29.66% |
| Titan Company Limited | Large Cap | Consumer Durables (79.63) | 0.93% | 91.98 | -12.27% |
| Rec Limited | Large Cap | Finance (14.95) | 0.88% | 8.53 | 13.13% |
| Pitti Engineering Ltd. | Small Cap | Industrial Manufacturing (56.52) | 0.85% | 41.96 | 84.69% |
| Kajaria Ceramics Limited | Small Cap | Consumer Durables (40.43) | 0.84% | 44.77 | -23.41% |
| Jindal Stainless Limited | Mid Cap | Ferrous Metals (28.76) | 0.81% | 21.05 | 131.64% |
| HG Infra Engineering Limited | Small Cap | Construction (40.53) | 0.78% | 16.93 | 52.69% |
| Amara Raja Energy & Mobility Limited | Small Cap | Auto Components (30.51) | 0.76% | 20.36 | 35.46% |
| Sundram Fasteners Limited | Small Cap | Auto Components (33.6) | 0.7% | 40.37 | -17.17% |
| Cholamandalam Investment & Finance Company Limited | Large Cap | Finance (26.13) | 0.64% | 28.3 | 41.05% |
| Motherson Sumi Wiring India Limited | Mid Cap | Auto Components (51.67) | 0.63% | 0 | -8.67% |
| Ganesha Ecosphere Limited | Small Cap | Textiles & Apparels (4.02) | 0.61% | 52.91 | 77.92% |
| Timken India Limited | Small Cap | Industrial Products (45.38) | 0.6% | 0 | -15.57% |
| PNC Infratech Limited | Small Cap | Construction (32.89) | 0.57% | -22.68 | -43.81% |
| Bank of Baroda | Large Cap | Banks (10.6) | 0.53% | 5.89 | 1.02% |
| IIFL Securities Limited | Small Cap | Capital Markets (37.16) | 0.48% | 14.35 | 187.47% |
| Mahindra Lifespace Developers Limited | Small Cap | Realty (117.18) | 0.43% | 4827.92 | 61.74% |
| Hi-Tech Pipes Limited | Small Cap | Industrial Products (29.26) | 0.42% | 46.34 | 0.97% |
| Bharat Bijlee Limited | Small Cap | Electrical Equipment | 0.34% | - | 0% |
| Transformers And Rectifiers (India) Limited | Small Cap | Electrical Equipment (29.25) | 0.31% | 0 | 288.73% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for HSBC Business Cycles Fund ?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for HSBC Business Cycles Fund ?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.