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HSBC Business Cycles Fund - Regular Growth

HSBC · International
High
₹42.86
Current NAV
25 Jun 2026
26.1%
1Y Return
23.1%
3Y CAGR
16.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.91).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.41).
  • Very large asset base (AUM: ₹13,460 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
1.91
Sharpe Ratio
0.61
Beta
4.41
Alpha
2.50
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Fund Details
Fund House HSBC
Category International
AUM ₹13460 Cr
Expense Ratio 1.41%
Min SIP ₹500
Min Lumpsum ₹1000
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