Fund Insights
In the last 1 year, Quant Quantamental Fund Direct Growth has given 22.38% return, outperforming this fund by 18.73%
In the last 3 years, ICICI Prudential Commodities Fund Direct Growth has given 39.77% return, outperforming this fund by 25.79%
In the last 5 years, Tata Resources & Energy Fund Direct Growth has given 13.31% return, outperforming this fund by 6.69%
HSBC Business Cycles Direct Growth is an equity fund. This fund was started on 20 August, 2014. The fund is managed by Venugopal Manghat, Ankur Arora. The fund could potentially beat inflation in the long-run.
1) HSBC Business Cycles Direct Growth has a NAV of ₹24.8556 as on 30-01-2023.
2) HSBC Business Cycles Direct Growth has ₹554 Cr worth of assets under management (AUM) as on 30-11-2022 and is less than category average.
3) The fund has an expense ratio 1.43 %.
Expense ratio | 1.43% |
Benchmark | IISL Nifty 500 TR INR |
AUM | ₹554 Cr |
Inception Date | 20 August, 2014 |
Min Lumpsum/SIP | ₹5000/₹1000 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 13.58% |
HSBC Business Cycles Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -3.57% | -3.57% |
6 Month Returns | 2.37% | 2.37% |
1 Year Returns | 3.67% | 3.67% |
3 Years Returns | 46.84% | 13.66% |
5 Years Returns | 36.24% | 6.38% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HSBC Business Cycles Direct Growth | 2.27 | -0.85 | -4.09 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HSBC Business Cycles Direct Growth | 1.06 | 1.09 | 1.11 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HSBC Business Cycles Direct Growth | 0.16 | 0.58 | 0.2 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HSBC Business Cycles Direct Growth | 17.63 | 25.87 | 23.14 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.