NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	HSBC Business Cycles Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹500
Min Lumpsum	₹5,000
Expense Ratio	1.15%
NAV	₹48.98 (11 Nov 2026)
Fund Size	₹1,121.18 Cr
Fund Started	20 Aug 2014
Lock-in Period	No lock-in
Exit Load	If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.

Returns	HSBC Business Cycles Fund - Direct (G)
1M	1.84%
3M	-1.15%
6M	2.47%
1Y	3.45%
3Y	16.09%
5Y	13.79%
Since Inception	13.75%

Trailing risk-adjusted performance measures

Risk Ratio	HSBC Business Cycles Fund - Direct (G)
Alpha	3.97
Beta	1.20
Sharpe	0.49
Standard Deviation	5.99

Holding Analysis	HSBC Business Cycles Fund - Direct (G)
Top 5 Holdings	18.80%
Top 10 Holdings	30.82%
Portfolio Turnover	0.33
Equity	97.64%
Debt	2.58%
Cash	—

Name	Assets
ICICI Bank LtdEquity	5.92%
MTAR Technologies LtdEquity	3.59%
Interglobe Aviation...Equity	3.48%
HDFC Bank LtdEquity	3.05%
Hindustan Aeronauti...Equity	2.76%
Reliance Industries...Equity	2.67%
TREPSReverse Repo	2.58%
Eternal LtdEquity	2.28%
Kotak Mahindra Bank...Equity	2.27%
Bharat Electronics LtdEquity	2.22%

Fund Manager	HSBC Business Cycles Fund - Direct (G)
Name	, ,

About	HSBC Business Cycles Fund - Direct (G)
AMC	HSBC Mutual Fund
Scheme Category	Thematic Fund
Benchmark	Nifty 500 TRI
Launch Date	30 Jul 2014