Hsbc Business Cycles Fund Overview
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 21-02-2025
NAV ₹36.76(R) -0.52% ₹40.28(D) -0.51%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.33% -% -% -% -%
Direct 8.5% -% -% -% -%
Benchmark
SIP (XIRR) Regular -13.09% -% -% -% -%
Direct -12.07% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.

No data available

NAV Date: 21-02-2025

Scheme Name NAV Rupee Change Percent Change
HSBC Business Cycles Fund - Regular IDCW 23.23
-0.1200
-0.5200%
HSBC Business Cycles Fund - Direct IDCW 25.21
-0.1300
-0.5100%
HSBC Business Cycles Fund - Regular Growth 36.76
-0.1900
-0.5200%
HSBC Business Cycles Fund - Direct Growth 40.28
-0.2100
-0.5100%

Review Date: 21-02-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the four return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
    1. Top 25%: The HSBC Business Cycles Fund has one return parameter in the top 25% in the category, as shown below:
      • 1Y Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: HSBC Business Cycles Fund has three return parameters that are below average in the category, which are listed below:
      • 1M Return %
      • 3M Return %
      • 6M Return %
  2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed zero risk parameters of HSBC Business Cycles Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided below.
    1. Lowest 25%: HSBC Business Cycles Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: HSBC Business Cycles Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: HSBC Business Cycles Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For HSBC Business Cycles Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -6.78
-5.50
-8.45 | -2.95 7 | 9 Average
3M Return % -10.72
-8.05
-11.72 | -4.48 7 | 9 Average
6M Return % -13.76
-13.62
-21.55 | -6.50 6 | 9 Good
1Y Return % 7.33
4.72
-3.55 | 12.08 2 | 6 Very Good
1Y SIP Return % -13.09
-12.05
-21.49 | -5.55 5 | 6 Average
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -6.69 -5.39 -8.32 | -2.86 7 | 9
3M Return % -10.47 -7.72 -11.36 | -4.20 7 | 9
6M Return % -13.29 -12.99 -20.94 | -5.73 6 | 9
1Y Return % 8.50 6.17 -2.09 | 13.77 2 | 6
1Y SIP Return % -12.07 -10.78 -20.21 | -4.10 5 | 6
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.52 ₹ 9,948.00 -0.51 ₹ 9,949.00
1W 0.91 ₹ 10,091.00 0.93 ₹ 10,093.00
1M -6.78 ₹ 9,322.00 -6.69 ₹ 9,331.00
3M -10.72 ₹ 8,928.00 -10.47 ₹ 8,953.00
6M -13.76 ₹ 8,624.00 -13.29 ₹ 8,671.00
1Y 7.33 ₹ 10,733.00 8.50 ₹ 10,850.00
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -13.09 ₹ 11,127.17 -12.07 ₹ 11,196.01
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Hsbc Business Cycles Fund NAV Regular Growth Hsbc Business Cycles Fund NAV Direct Growth
21-02-2025 36.7607 40.2755
20-02-2025 36.9514 40.4831
19-02-2025 36.5498 40.042
18-02-2025 35.9584 39.3928
17-02-2025 36.4046 39.8803
14-02-2025 36.4305 39.905
13-02-2025 37.3531 40.9144
12-02-2025 37.3029 40.8581
11-02-2025 37.1945 40.7382
10-02-2025 38.3837 42.0394
07-02-2025 39.1025 42.8227
06-02-2025 39.2277 42.9585
05-02-2025 39.5994 43.3642
04-02-2025 39.1148 42.8323
03-02-2025 38.3953 42.043
31-01-2025 39.2392 42.9632
30-01-2025 38.3549 41.9936
29-01-2025 38.3691 42.0079
28-01-2025 37.3295 40.8685
27-01-2025 37.6331 41.1996
24-01-2025 38.5753 42.2272
23-01-2025 39.3193 43.0403
22-01-2025 38.9592 42.6449
21-01-2025 39.4329 43.162

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.