EquitySectoral/ ThematicDirect · Growth
HSBC Business Cycles Fund - Direct Growth
HSBC · Scheme 151142
₹48.33▼ 0.23%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
16.7%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.25% |
| 3 Months | +3.69% |
| 6 Months | +7.06% |
| 1 Year | +2.18% |
| 3 Years (CAGR) | +16.71% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +17.83% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns44
Consistency100
Risk-adjusted54
Downside protection53
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +16.7%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 83% of windows
- ✓ Alpha vs benchmark: +8.4%
- ✓ Max drawdown: -23%
What to watch
- • 1Y return: +2.2%
- • 1Y return vs category: -6.3% vs category avg
- • Sharpe ratio: 0.69
- • Sortino ratio: 0.85
Risk metrics
Sharpe ratio
0.69
Sortino ratio
0.85
Volatility
16.98%
Max drawdown
-23.41%
Downside capture
100.90%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.