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HSBC Business Cycles Fund - Direct IDCW

HSBC · International
High
₹24.07
Current NAV
30 Oct 2026
-12.4%
1Y Return
5.8%
3Y CAGR
13.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.85%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.65).
  • Very large asset base (AUM: ₹15,700 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.65
Sharpe Ratio
1.45
Beta
5.65
Alpha
0.81
Sortino
Fund Details
Fund House HSBC
Category International
AUM ₹15700 Cr
Expense Ratio 0.85%
Min SIP ₹500
Min Lumpsum ₹1000
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