Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | 8/40 | 2/40 | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 10 Years | 4 Years | ||
Fund Size | 1153 Cr | 13470 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 1.07% | 0.72% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 66 | 80 | ||
Top 5 Holdings | Multi Commodity Exchange of India Ltd (5.51%) ICICI Bank Ltd (5.33%) Reliance Industries Ltd (5.23%) Trent Ltd (5.16%) HDFC Bank Ltd (4.28%) | HDFC Bank Ltd (9.19%) ICICI Bank Ltd (8.7%) Larsen & Toubro Ltd (6.79%) Reliance Industries Ltd (6.61%) UltraTech Cement Ltd (3.95%) | ||
No of Sectors | 7 | 12 | ||
Top 3 Sectors | Financial Services (32.31%) Industrial (26.94%) Consumer Cyclical (21.74%) | Financial Services (34.27%) Industrial (17.13%) Consumer Cyclical (12.74%) | ||
Equity % | 95.87% | 89.32% | ||
Debt % | - | - | ||
P/E | 25.57 | 24.62 | ||
P/B | 4.15 | 3.51 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -3.65% | -1.23% | ||
3-Month Return | 8.88% | 5.59% | ||
6-Month Return | 10.21% | 11.17% | ||
1-Year Return | 1.84% | 5.42% | ||
3-Year Return | 24.23% | 24.29% | ||
5-Year Return | 27.85% | - |
Sharpe | 1 | 1.31 | ||
Alpha | 5.42 | 7.29 | ||
Beta | 1.1 | 0.86 | ||
Standard Deviation | 16.65 | 12.3 | ||
Information Ratio | 0.9 | 1.57 |
Description | HSBC Business Cycles Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential Business Cycle Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Sonal Gupta | Lalit Kumar,Anish Tawakley,Manish Banthia |