Aeterna Wealth
Sectoral/Thematic · Direct plan · Growth

HSBC Business Cycles Fund (Direct)

HSBC Mutual Fund · benchmark Nifty 500 TRI · 3.9 years old · AMFI code 151142

A
Track-record rating: 4 of 10 in Thematic: Business Cycle

A (top 30%), score 55.5 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.3%2.5%+0.8%13 / 18
1 year1.6%-1.0%+2.6%13 / 17
3 years (a year)16.7%12.0%+4.6%6 / 10
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y18.9%
Up capture, 3Y129
Down capture, 3Y122
Information ratio, 3Y0.62
Jensen's alpha, 3Y+3.5%
Beta, 3Y1.22
Sharpe, 3Y0.50

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of HSBC Business Cycles Fund (Direct plan)?

₹48.14 on 5 Nov 2026 (Growth option).

What is the expense ratio of HSBC Business Cycles Fund (Direct)?

1.12% a year; the Regular plan's is 2.32%.

What return has HSBC Business Cycles Fund given over 3 years?

16.7% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.

How is HSBC Business Cycles Fund rated?

A: 4 of 10 Direct plans in Thematic: Business Cycle, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HSBC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.