How to check the XIRR of HSBC Business Cycles Fund - Direct IDCW?

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

How to check portfolio overlap for HSBC Business Cycles Fund - Direct IDCW?

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

HSBC Business Cycles Fund - Direct IDCW

HSBC Mutual Fund

Expense Ratio: 1.05

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 30-07-2014

Exit Load: Nil

Fund Size:₹1,140.76 Cr

Performance

Fund-9.55%

Cat. Avg.N/A

Fund-4.96%

Cat. Avg.N/A

Fund7.93%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund10.50%

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	ICICI Bank Limited	Equity	Listed	Large Cap	Banks		59.68	5.22%
2	Mtar Technologies Limited	Equity	Listed	Small Cap	Electrical Equipment		46.41	4.06%
3	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		36.75	3.22%
4	Multi Commodity Exchange of India Ltd.	Equity	Listed		Capital Markets		34.27	3.00%
5	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products		33.92	2.97%
6	GE Vernova T&D India Limited	Equity	Listed	Mid Cap	Electrical Equipment		30.38	2.66%
7	Hindalco Industries Limited	Equity	Listed	Large Cap	Non - Ferrous Metals		30.38	2.66%
8	ICICI Prudential AMC Ltd	Equity	Listed	Large Cap	Capital Markets		30.11	2.64%
9	Treps	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	5.33%	28.10	2.46%
10	Bharat Electronics Limited	Equity	Listed	Large Cap	Aerospace & Defense		27.70	2.42%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61970	+3.3%	+6.8%
2Y	07 Aug, 24	1.20 L.	1.20 L.	-0.2%	-0.2%
3Y	07 Aug, 23	1.80 L.	1.88 L.	+4.3%	+2.8%
SI	07 Dec, 22	2.20 L.	2.44 L.	+11.1%	+5.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	89919	-10.1%	N/A
2Y	22 Jul, 24	1 L.	89909	-10.1%	-5.2%
3Y	20 Jul, 23	1 L.	1.26 L.	+25.7%	+7.9%
SI	28 Nov, 22	1 L.	1.44 L.	+43.9%	+10.5%

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.