HSBC
HSBC Business Cycles Fund - Regular Growth
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | -0.01% | -0.07% | +0.06 | 92 / 175 | Q3 |
| 1W | -0.45% | -0.23% | -0.21 | 120 / 175 | Q3 |
| 2W | -0.39% | -0.28% | -0.10 | 134 / 176 | Q4 |
| 1M | +0.51% | +1.47% | -0.96 | 138 / 176 | Q4 |
| 3M | +3.49% | +4.83% | -1.34 | 106 / 176 | Q3 |
| 6M | +4.02% | +4.22% | -0.19 | 79 / 168 | Q2 |
| YTD | +1.70% | +2.36% | -0.66 | 80 / 165 | Q2 |
| 1Y | -3.43% | +4.18% | -7.61 | 131 / 155 | Q4 |
| 2Y | +0.47% | +2.32% | -1.85 | 67 / 111 | Q3 |
| 3Y | +15.34% | +13.55% | +1.78 | 34 / 74 | Q2 |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +16.27% | +9.09% | +7.18 | 37 / 176 | Q1 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | +1.70% | +2.99% | -1.29 | 80 / 164 |
| 2025 | -3.59% | +1.66% | -5.25 | 95 / 133 |
| 2024 | +36.06% | +21.92% | +14.13 | 10 / 82 |
| 2023 | +30.59% | +31.01% | -0.43 | 28 / 59 |
| 2022 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Risk profile
Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.
Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.
Peers in Sectoral/Thematic Fund
Recent NAVs
| Date | NAV |
|---|---|
| 17 Jul 2026 | ₹42.7195 |
| 16 Jul 2026 | ₹42.7217 |
| 15 Jul 2026 | ₹42.9678 |
| 14 Jul 2026 | ₹42.5453 |
| 13 Jul 2026 | ₹43.0217 |
| 10 Jul 2026 | ₹42.9107 |
| 9 Jul 2026 | ₹42.3806 |
| 8 Jul 2026 | ₹41.8305 |
| 7 Jul 2026 | ₹42.8082 |
| 6 Jul 2026 | ₹43.0029 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
- risk tolerance accepts seeing the portfolio fall sharply without panic-selling
- goal isn't capital preservation in the short term
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.