HSBC Mutual FundEquity Schemes - Thematic FundDirectGrowth

HSBC Business Cycles Fund - Direct Plan - Growth

Scheme code #151142 · Open Ended Schemes

₹49.2331

Latest NAV

04-09-2026

0.51%

Day change

₹49.856

52-week high

₹39.6693

52-week low

NAV history

Returns

1 month	1.86%
3 months	7.90%
6 months	13.87%
1 year (absolute)	5.08%
3 years (absolute)	58.79%
5 years (absolute)	—
1Y CAGR	5.09%
3Y CAGR	16.66%
5Y CAGR	—
Since inception CAGR	17.97%

Risk metrics

Volatility (1Y, annualized σ)	16.93%
Volatility (3Y, annualized σ)	18.22%
Max drawdown (1Y)	-17.42%
Max drawdown (3Y)	-23.41%
Max drawdown (all time)	-23.41%
Sharpe ratio (1Y, rf=6%)	-0.05
Sharpe ratio (3Y, rf=6%)	0.54

Scheme metadata

Fund house	HSBC Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Schemes - Thematic Fund
Plan	Direct
Option	Growth
ISIN (Growth)	INF917K01RI2
ISIN (Div reinvest)	—
AMC code	H
Scheme code	151142
Earliest NAV date	28-11-2022
Total NAV observations	930
History last refreshed	2026-09-06 11:02:45 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.