HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl
Get the latest NAV of HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹27.27
▲0.5%1D
NAV as on 15 Sep 2025
14.57%/per year
Since Inception
▲▼
HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (15-Sep-25)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl Asset Allocation
See fund asset allocation details as on (14-Sep-25)
Fund Distribution
as on (14-Sep-25)
HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl Sector Allocation
See fund sector allocation details as on (14-Sep-25)
Sector Allocation
Top 3 Sectors in August were Financial Services, Industrial & Consumer Cyclical
Financial Services
29%
Industrial
28%
Consumer Cyclical
24%
Financial Services
31%
Industrial
27%
Consumer Cyclical
22%
HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl Holdings Details
as on (31-Aug-25)
HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.07% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1092 Cr |
| Inception Date | 20 August, 2014 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 17.56% |
| Risk |   Very High Risk |
About HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl
HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl is an equity fund. This fund was started on 20 August, 2014. The fund is managed by Gautam Bhupal, Sonal Gupta. The fund could potentially beat inflation in the long-run.
Key Parameters
- HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl has ₹1092 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
- The fund has an expense ratio 1.1.
Returns
HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl has given a CAGR return of 14.57% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -2.11%, 19.92% and 24.76% respectively.
Holdings
HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Basic Materials, Energy, Tech, Real Estate, Corporate. Its top holdings are ICICI Bank Ltd, Reliance Industries Ltd, Multi Commodity Exchange of India Ltd, Trent Ltd, HDFC Bank Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl
The investment objective of the Scheme is to seek to generate long-term capital appreciation from a 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. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl has no lock in period.
Fund Manager
Gautam Bhupal
Fund Manager of HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl, since 1 June 2023
Sonal Gupta
Fund Manager of HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl, since 1 June 2023
- AUM of the fund stands at 1.1K Cr as of Aug'25
- AUM decreased by 32.1 Cr between Aug'25 and Jul'25
Frequently Asked Questions for HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl
How do I invest in HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl?
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