Hsbc Business Cycles Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 04-12-2025
NAV ₹41.8(R) -1.03% ₹46.21(D) -1.02%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -6.02% 18.89% -% -% -%
Direct -4.94% 20.2% -% -% -%
Benchmark
SIP (XIRR) Regular 2.56% 14.95% -% -% -%
Direct 3.75% 16.29% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Fund AUM As on: 30/06/2025 1041 Cr

No data available

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
HSBC Business Cycles Fund - Regular IDCW 24.22
-0.2500
-1.0300%
HSBC Business Cycles Fund - Direct IDCW 26.63
-0.2800
-1.0200%
HSBC Business Cycles Fund - Regular Growth 41.8
-0.4400
-1.0300%
HSBC Business Cycles Fund - Direct Growth 46.21
-0.4800
-1.0200%

Review Date: 04-12-2025

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.59
-1.09
-2.59 | 0.73 9 | 9 Average
3M Return % -1.66
1.21
-1.66 | 5.53 9 | 9 Average
6M Return % -1.84
2.03
-2.26 | 6.24 8 | 9 Average
1Y Return % -6.02
-2.04
-10.41 | 3.07 6 | 9 Good
3Y Return % 18.89
16.40
13.54 | 18.89 1 | 3 Very Good
1Y SIP Return % 2.56
6.85
0.92 | 13.95 8 | 9 Average
3Y SIP Return % 14.95
14.07
10.74 | 16.53 2 | 3 Good
Return data last Updated On : Dec. 4, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.49 -0.97 -2.49 | 0.86 9 | 9 Average
3M Return % -1.38 1.57 -1.38 | 5.95 9 | 9 Average
6M Return % -1.28 2.76 -1.51 | 7.11 8 | 9 Average
1Y Return % -4.94 -0.64 -9.00 | 4.50 8 | 9 Average
3Y Return % 20.20 17.91 14.97 | 20.20 1 | 3 Very Good
1Y SIP Return % 3.75 8.38 2.49 | 15.80 8 | 9 Average
3Y SIP Return % 16.29 15.55 12.09 | 18.27 2 | 3 Good
Return data last Updated On : Dec. 4, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Hsbc Business Cycles Fund NAV Regular Growth Hsbc Business Cycles Fund NAV Direct Growth
04-12-2025 41.7979 46.2075
03-12-2025 41.9306 46.3528
02-12-2025 42.2333 46.686
01-12-2025 42.4047 46.8739
28-11-2025 42.3715 46.8329
27-11-2025 42.4219 46.8871
26-11-2025 42.5675 47.0465
25-11-2025 41.9657 46.3799
24-11-2025 41.9933 46.4089
21-11-2025 42.2141 46.6486
20-11-2025 42.7582 47.2484
19-11-2025 42.6861 47.1671
18-11-2025 42.7117 47.1939
17-11-2025 42.8377 47.3317
14-11-2025 42.4783 46.9301
13-11-2025 42.2814 46.7111
12-11-2025 42.4566 46.9032
11-11-2025 42.2363 46.6583
10-11-2025 42.1135 46.5212
07-11-2025 42.2898 46.7116
06-11-2025 42.326 46.7501
04-11-2025 42.9071 47.389

Fund Launch Date: 20/Aug/2014
Fund Category: Business Cycle Fund
Investment Objective: 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.
Fund Description: An open ended equity scheme following business cycles based investing theme.
Fund Benchmark: Nifty 500 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.