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HSBC Business Cycles Fund - Regular Growth
★★★★★ monitor_heart Health Score: 65/100 · GoodHSBC Mutual Fund · Equity · Thematic
₹41.93
AUM: ₹1,182 Cr
NAV updated 3 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
1.15%
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Fund Manager
Sonal Gupta
Inception
Aug 2014
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
-0.45
Std Dev (1Y)
17.32%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.6%
3m
+1.1%
6m
+8.58%
1y
-3.42%
3y
+15.72%
5y
+16.02%
10y
+13.74%
since inception
+15.7%
rate_review TopFund's Take on HSBC Business Cycles Fund - Regular Growth
HSBC Business Cycles Fund - Regular Growth holds up reasonably well within the Thematic category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 65/100.
Cost: At 1.15%, the expense ratio is roughly in line with the Thematic category average of 1.11% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.45 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 17.32% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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Frequently Asked Questions about HSBC Business Cycles Fund - Regular Growth
The current NAV (Net Asset Value) of HSBC Business Cycles Fund - Regular Growth is ₹41.93. NAV is updated every business day after market close by AMFI.
1Y: -3.42% · 3Y CAGR: 15.72% · 5Y CAGR: 16.02%
The expense ratio is 1.15% per annum — the annual fee deducted from your investment to cover fund management costs.
HSBC Business Cycles Fund - Regular Growth is managed by Sonal Gupta at HSBC Mutual Fund.
HSBC Business Cycles Fund - Regular Growth is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
HSBC Business Cycles Fund - Regular Growth is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of HSBC Business Cycles Fund - Regular Growth is ₹1,183 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.