Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

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HSBC Business Cycles Fund - Direct Growth

HSBC Mutual Fund · Managed by Gautam Bhupal; Mayank Chaturvedi

FundScore
Latest NAV
₹49.0684
as of 18 Aug 2026
AUM
Expense ratio
0.87%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
63/100steady
Rank #376 of 1015 · top 37%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
3.14%
3M
8.21%
6M
6.57%
1Y
4.02%
3Y CAGR
17.73%
5Y CAGR
Since incep.
18.10%
Fund details
Fund manager
Gautam Bhupal; Mayank Chaturvedi
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
30%
Volatility (3Y)
17.9%
Rating (external)
★★☆☆☆as of 31 May 2018
Investment objective

The investment objective of the Scheme is to seek to generate long-term capital appreciation from a portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Stock holdings
Latest portfolio disclosure for this scheme.

No data yet

This fund hasn't disclosed a portfolio snapshot yet.