TickerKhojHSBC Mutual Fund · Equity · Sectoral / Thematic · Regular plan
HSBC Business Cycles Fund - Regular Plan - Growth
₹41.1552NAV on 2 Nov 2026Expense ratio 2.34%
3 Nov 2025NAV low 35.75 · high 44.71-4.7%
In plain words
Over 3 years it returned +13.9% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -23.6%.
On 3-year return it ranks 54 of 139 funds in Sectoral / Thematic.
A monthly SIP over 3 years ended ₹7,074 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.7% | +4.6% |
| 3 months | -3.7% | -3.8% |
| 6 months | -1.4% | -1.6% |
| 1 year | -4.2% | -8.1% |
| 3 years (yearly) | +13.9% | +8.0% |
| Since start (yearly) | +13.9% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,996 | -1.5% |
| 3 years | ₹3,60,000 | ₹3,75,864 | +2.8% |
Other plan of this fund: HSBC Business Cycles Fund - Direct Plan - Growth