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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 202643.846
CategorySectoral / Thematic
PlanRegular · Growth
Launched30 Jul 2014
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year2.32%
AUM₹1,022 Cr
Growth of ₹10,000₹17,75428 Nov 2022 to 2 Sep 2026
₹18,300₹16,073₹13,846₹11,619₹9,392Nov 2022Nov 2023Oct 2024Sep 2025Sep 2026
₹17,754 (+16.5% a year) HSBC Business Cycles Fund

Performance (trailing, annualised)

1Y annualised3.70%
3Y annualised15.27%

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 ₹1,27,04211.02%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,10,1948.66%

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

Calendar years

Calendar 202331.32%
Calendar 202436.31%
Calendar 2025-2.73%

Rolling returns

Rolling 1Y · average143 windows since 29 Nov 202320.07%
Rolling 1Y · median10.30%
Rolling 1Y · worst window-9.13%
Rolling 1Y · best window56.62%
Rolling 1Y · windows positive79%
Rolling 3Y · average39 windows since 4 Dec 202517.60%
Rolling 3Y · median17.54%
Rolling 3Y · worst window14.38%
Rolling 3Y · best window20.83%
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)18.26%
Downside deviation (3Y)13.48%
Maximum drawdown-23.60%

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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