How to check the XIRR of HSBC Business Cycles Fund - Regular Growth?

You can track the exact XIRR and portfolio overlapping of HSBC Business Cycles Fund - Regular Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for HSBC Business Cycles Fund - Regular Growth?

Use the MutualSaathi Portfolio Analyzer to compare HSBC Business Cycles Fund - Regular Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

HSBC Business Cycles Fund - Regular Growth

HSBC Mutual Fund

Expense Ratio: 2.2

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty 500 TRI

Inception: 30-07-2014

Exit Load: Nil

Fund Size:₹1,140.76 Cr

Performance

Fund-3.49%

Cat. Avg.N/A

Fund0.47%

Cat. Avg.N/A

Fund15.63%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund16.28%

Cat. Avg.N/A

Fund Facts

Beta

1.09

Std Dev

16.69%

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products		53.98	5.53%
2	ICICI Bank Limited	Equity	Listed	Large Cap	Banks		51.25	5.25%
3	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		36.11	3.70%
4	Multi Commodity Exchange of India Ltd.	Equity	Listed		Capital Markets		30.11	3.08%
5	Treps	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	6.06%	29.12	2.98%
6	Bharat Electronics Limited	Equity	Listed	Large Cap	Aerospace & Defense		27.02	2.77%
7	ICICI Prudential AMC Ltd	Equity	Listed	Large Cap	Capital Markets		23.84	2.44%
8	Larsen & Toubro Limited	Equity	Listed	Large Cap	Construction		23.30	2.39%
9	Power Finance Corporation Limited	Equity	Listed	Large Cap	Finance		22.89	2.34%
10	State Bank of India	Equity	Listed	Large Cap	Banks		22.41	2.29%

Similar Funds

Kotak Midcap Fund - Regular Plan - Growth

Kotak Mahindra Mutual Fund

Expense Ratio: 1.38

NAV / Fund Size

₹146.96₹60,941.07 Cr

Incep: 12-02-2007

Mid Cap FundVery High RiskEquity

7.67%

7.48%

19.61%

17.53%

14.93%

Fund Details

Kotak Midcap Fund - Regular Plan - Growth

NAV / Fund Size₹146.96₹60,941.07 Cr

Mid Cap FundVery High RiskEquity

7.67%

7.48%

19.61%

17.53%

14.93%

UTI Small Cap Fund - Regular Plan - Growth Option

UTI Mutual Fund

Expense Ratio: 1.86

NAV / Fund Size

₹27.49₹4,782.93 Cr

Incep: 02-12-2020

Small Cap FundVery High RiskEquity

2.67%

5.60%

15.35%

15.17%

19.90%

Fund Details

UTI Small Cap Fund - Regular Plan - Growth Option

NAV / Fund Size₹27.49₹4,782.93 Cr

Small Cap FundVery High RiskEquity

2.67%

5.60%

15.35%

15.17%

19.90%

HSBC Large Cap Fund - Regular Growth

HSBC Mutual Fund

Expense Ratio: 2.12

NAV / Fund Size

₹472.44₹1,930.73 Cr

Incep: 14-11-2002

Large Cap FundVery High RiskEquity

0.69%

0.65%

9.70%

10.32%

10.49%

Fund Details

HSBC Large Cap Fund - Regular Growth

NAV / Fund Size₹472.44₹1,930.73 Cr

Large Cap FundVery High RiskEquity

0.69%

0.65%

9.70%

10.32%

10.49%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62106	+3.5%	+7.4%
2Y	07 Aug, 24	1.20 L.	1.24 L.	+3.6%	+3.6%
3Y	07 Aug, 23	1.80 L.	2.03 L.	+12.6%	+8.2%
SI	07 Dec, 22	2.20 L.	2.71 L.	+23.2%	+11.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	96507	-3.5%	-3.5%
2Y	16 Jul, 24	1 L.	1.01 L.	+1.0%	+0.5%
3Y	17 Jul, 23	1 L.	1.53 L.	+53.3%	+15.3%
SI	28 Nov, 22	1 L.	1.73 L.	+73.0%	+16.3%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.