HSBC Business Cycles Fund
Direct · Growth ₹45.93
24 Apr 2026
NAV
14.9%
3Y CAGR
14.1%
5Y CAGR
14.7%
10Y CAGR
14.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.02
Sharpe
-44.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.72 L | 16.6% | -60.7% | 102.9% |
| 3 Years | ₹36.00 L | ₹46.91 L | 16.0% | -26.9% | 40.5% |
| 5 Years | ₹60.00 L | ₹88.97 L | 15.6% | -12.7% | 33.8% |
| 10 Years | ₹1.20 Cr | ₹2.99 Cr | 17.6% | 13.1% | 20.5% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 16.6% | -1.4% | +18.0% |
| 3 Years | 16.0% | 10.4% | +5.6% |
| 5 Years | 15.6% | 10.5% | +5.1% |
| 10 Years | 17.6% | 11.8% | +5.8% |