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OmniAsset › Mutual funds › HSBC Business Cycles Fund

HSBC Business Cycles Fund

Sectoral / Thematic fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202623.2535
CategorySectoral / Thematic
PlanRegular · Idcw
Launched30 Jul 2014
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year2.32%
AUM₹42.1 Cr
Growth of ₹10,000₹12,85528 Nov 2022 to 2 Sep 2026
₹16,392₹14,642₹12,892₹11,142₹9,392Nov 2022Nov 2023Oct 2024Sep 2025Sep 2026
₹12,855 (+6.9% a year) HSBC Business Cycles Fund

Performance (trailing, annualised)

1Y annualised-5.11%
3Y annualised5.61%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,16,255-5.71%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,42,924-3.13%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202323.67%
Calendar 202424.85%
Calendar 2025-10.78%

Rolling returns

Rolling 1Y · average143 windows since 29 Nov 202310.99%
Rolling 1Y · median1.03%
Rolling 1Y · worst window-17.74%
Rolling 1Y · best window44.93%
Rolling 1Y · windows positive51%
Rolling 3Y · average39 windows since 4 Dec 20258.74%
Rolling 3Y · median8.72%
Rolling 3Y · worst window5.79%
Rolling 3Y · best window11.76%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)20.53%
Downside deviation (3Y)16.40%
Maximum drawdown-30.14%

Management

Fund managerGautam Bhupal, Sonal Gupta
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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