Hsbc Business Cycles Fund Overview
Category Business Cycle Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 17-01-2025
NAV ₹40.54(R) -0.38% ₹44.37(D) -0.37%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 25.94% -% -% -% -%
LumpSum (D) 27.31% -% -% -% -%
SIP (R) 7.72% -% -% -% -%
SIP (D) 8.95% -% -% -% -%
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: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
HSBC Business Cycles Fund - Regular IDCW 25.61
-0.1000
-0.3800%
HSBC Business Cycles Fund - Direct IDCW 27.77
-0.1000
-0.3700%
HSBC Business Cycles Fund - Regular Growth 40.54
-0.1500
-0.3800%
HSBC Business Cycles Fund - Direct Growth 44.37
-0.1700
-0.3700%

Review Date: 17-01-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on four return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how each parameter has performed.
    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%: One return parameter of the HSBC Business Cycles Fund is above average but below the top 25% in the category, as listed below:
      • 6M Return %
    3. Below Average: HSBC Business Cycles Fund has two return parameters that are below average in the category, which are listed below:
      • 3M Return %
      • 1M Return %
  2. Risk: It is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. For HSBC Business Cycles Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described 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: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    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 % -9.59
-6.71
-9.88 | -4.43 8 | 9 Average
3M Return % -8.97
-8.19
-12.91 | -3.95 5 | 9 Good
6M Return % -3.39
-4.48
-8.88 | 3.46 3 | 8 Good
1Y Return % 25.94
18.00
9.03 | 25.94 1 | 6 Very Good
1Y SIP Return % 7.72
3.53
-2.82 | 11.99 2 | 6 Very Good
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -9.50 -6.60 -9.75 | -4.30 8 | 9
3M Return % -8.71 -7.84 -12.54 | -3.55 6 | 9
6M Return % -2.86 -3.81 -8.19 | 4.32 3 | 8
1Y Return % 27.31 19.66 10.32 | 27.31 1 | 6
1Y SIP Return % 8.95 5.02 -1.29 | 13.70 2 | 6
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.38 ₹ 9,962.00 -0.37 ₹ 9,963.00
1W -0.16 ₹ 9,984.00 -0.14 ₹ 9,986.00
1M -9.59 ₹ 9,041.00 -9.50 ₹ 9,050.00
3M -8.97 ₹ 9,103.00 -8.71 ₹ 9,129.00
6M -3.39 ₹ 9,661.00 -2.86 ₹ 9,714.00
1Y 25.94 ₹ 12,594.00 27.31 ₹ 12,731.00
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 7.72 ₹ 12,496.63 8.95 ₹ 12,574.48
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
17-01-2025 40.5419 44.3705
16-01-2025 40.6951 44.5368
15-01-2025 40.0979 43.8818
14-01-2025 39.6496 43.3899
13-01-2025 39.0187 42.6981
10-01-2025 40.6059 44.4309
09-01-2025 41.6092 45.5273
08-01-2025 42.2755 46.255
07-01-2025 42.9026 46.9396
06-01-2025 42.3064 46.2859
03-01-2025 43.7051 47.8118
02-01-2025 43.9442 48.0719
01-01-2025 43.534 47.6217
31-12-2024 43.1522 47.2026
30-12-2024 42.7901 46.8051
27-12-2024 43.2377 47.2903
26-12-2024 43.3035 47.3608
24-12-2024 43.2895 47.3427
23-12-2024 43.3902 47.4513
20-12-2024 43.2686 47.3139
19-12-2024 44.252 48.3878
18-12-2024 44.4917 48.6484
17-12-2024 44.8401 49.0279

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.