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Fund Overview

HDFC Business Cycle Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

14.18

Inception Date

30-11-2022

Category

Equity - Diversified
Investment Objectives

To provide long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles. There is no assurance that the investment objective of the Scheme will be realized.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
HDFC Business Cycle Fund - Regular (G) 7.35 1.66 7.76 NA NA NA 15.22
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.08 Lakh

10,000 investment Grown to 1.21 Lakh

1Lakh investment Grown to 1.10 Lakh

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Key Parameters
AUM(₹ Cr.) 2,796
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Expense Ratio (%) 0
Benchmark Nifty 500 TRI
Fund Manager Rahul Baijal
Exit In respect of each purchase/Switch-in of units, an Exit load of 1% is payable if units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if units are redeemed / switched-out after 1 year from the date of allotment.
Incrimental Invest(₹) 100
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 30 04 25 )
Company Asset No.of shares Value (₹ in Cr)
ICICI Bank Equity 1732000 247.16
Bharti Airtel Equity 1245000 232.13
Tata Motors Equity 3370000 217.11
Axis Bank Equity 1465000 173.60
Eternal Ltd Equity 7075839 164.53
HDFC Bank Equity 605000 116.46
Kotak Mah. Bank Equity 405000 89.43
Fortis Health. Equity 1046212 71.72
JSW Energy Equity 1388663 66.54
Adani Ports Equity 502364 61.11
Embassy Off.REIT Real Estate Investment Trust (REIT) 1470822 56.15
Larsen & Toubro Equity 166387 55.59
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
HDFC Business Cycle Fund 2,796.05 7.76 NA NA 15.22 30-Nov-2022 0.5995 3.66
Motilal Oswal Large Cap Fund 2,149.71 26.56 NA NA 27.55 06-Feb-2024 1.2678 4.05
Invesco India Midcap Fund 6,046.97 21.62 29.27 31.39 16.84 19-Apr-2007 0.9553 4.89
HDFC Defence Fund 5,487.27 21.37 NA NA 55.27 02-Jun-2023 1.2293 9.06
Motilal Oswal Large and Midcap Fund 9,176.39 20.46 31.71 31.72 23.54 17-Oct-2019 0.9334 5.37
Bandhan Innovation Fund 1,434.07 20.32 NA NA 20.05 30-Apr-2024 0.4991 6.38
Sundaram Services Fund 3,998.33 20.05 22.14 28.89 20.28 21-Sep-2018 0.7985 3.95
Motilal Oswal Midcap Fund 27,780.18 19.23 32.46 38.28 22.69 24-Feb-2014 1.0433 5.41
Edelweiss Mid Cap Fund 9,241.96 18.81 28.81 34.07 13.83 27-Dec-2007 0.9631 4.90
Invesco India Large & Mid Cap Fund 6,765.05 18.78 27.46 27.01 13.49 09-Aug-2007 0.9558 4.51
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