FundLens
41
Business CycleAvoid

HSBC BusIness Cycles

HSBC · Direct–Growth · rank #13 / 19 Smart Score ke hisaab se

Data updated

HSBC BusIness Cycles ka score 41/100 hai — 19 mein #13 Business Cycle fund (Avoid). Mazbooti: 3 saal ka return (category mein 61th percentile). Kamzori: 5 saal ka return (category mein 25th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
-3.4%
-2.4% index ke muqable
3 saal
15.7%
+4.2% index ke muqable
5 saal
16.0%
+4.3% index ke muqable
Launch se
13.8%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2023
32.7%
2024
37.8%
2025
-1.6%
2026
0.8%

Risk metrics

Sharpe ratio
0.63
↑ jitna zyada, utna accha
Sortino ratio
0.69
↑ jitna zyada, utna accha
Std deviation
20.45
↓ jitna kam, utna accha
Alpha
1.85
↑ jitna zyada, utna accha
Beta
1.20
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.