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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 202625.9307
CategorySectoral / Thematic
PlanDirect · Idcw
Launched30 Jul 2014
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year1.12%
AUM₹2.61 Cr
Growth of ₹10,000₹13,62728 Nov 2022 to 2 Sep 2026
₹16,720₹14,892₹13,065₹11,237₹9,410Nov 2022Nov 2023Oct 2024Sep 2025Sep 2026
₹13,627 (+8.6% a year) HSBC Business Cycles Fund

Performance (trailing, annualised)

1Y annualised-3.48%
3Y annualised7.35%

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 ₹1,17,625-3.63%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,52,683-1.33%

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

Calendar years

Calendar 202325.14%
Calendar 202427.00%
Calendar 2025-9.41%

Rolling returns

Rolling 1Y · average143 windows since 29 Nov 202312.65%
Rolling 1Y · median2.78%
Rolling 1Y · worst window-15.98%
Rolling 1Y · best window46.65%
Rolling 1Y · windows positive55%
Rolling 3Y · average39 windows since 4 Dec 202510.37%
Rolling 3Y · median10.34%
Rolling 3Y · worst window7.38%
Rolling 3Y · best window13.41%
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)20.30%
Downside deviation (3Y)16.08%
Maximum drawdown-28.14%

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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