24 Jul, 12:44 - Indian

SENSEX 79842.43 (-0.73)

Nifty 50 24322.85 (-0.64)

Nifty Bank 50876.85 (-1.74)

Nifty IT 40043.5 (0.00)

Nifty Midcap 100 56632.4 (0.62)

Nifty Next 50 71683.85 (0.07)

Nifty Pharma 20860.45 (0.51)

Nifty Smallcap 100 18614.7 (1.16)

24 Jul, 12:44 - Global

NIKKEI 225 39154.85 (-1.11)

HANG SENG 17279.51 (-1.09)

DOW JONES 40358.09 (-0.14)

S&P 5555.74 (-0.16)

Login/Signup

Fund Overview

HDFC Business Cycle Fund - Regular (G)

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

Nav (₹)

14.42

Inception Date

NA

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
img
Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
No Data Found.
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark ()

1Lakh investment Grown to 1.37 Lakh

10,000 investment Grown to 0.00 Lakh

1Lakh investment Grown to 1.42 Lakh

img
Key Parameters
AUM(₹ Cr.) 3,037
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 06 24 )
Company Asset No.of shares Value (₹ in Cr)
ICICI Bank Equity 2432000 291.74
HDFC Bank Equity 1330000 223.95
Larsen & Toubro Equity 617612 219.16
Bharti Airtel Equity 1245000 179.78
Infosys Equity 975000 152.76
Axis Bank Equity 1145000 144.87
Tata Motors Equity 1215000 120.25
IndusInd Bank Equity 807000 118.19
Titan Company Equity 276399 94.09
Kotak Mah. Bank Equity 485000 87.42
Zomato Ltd Equity 3880000 77.82
Astral Equity 283122 67.41
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Invesco India PSU Equity Fund 1,362.76 85.95 39.09 31.23 13.91 27-Nov-2009 1.5263 5.38
SBI PSU Fund 3,694.68 85.54 39.97 26.53 8.96 07-Jul-2010 1.3905 6.00
Franklin India Opportunities Fund 4,575.97 68.58 29.88 27.77 13.98 21-Feb-2000 1.4225 4.38
Quant Mid Cap Fund 8,747.40 63.61 31.34 36.28 14.67 21-Mar-2001 1.4498 4.58
JM Flexicap Fund 3,216.32 63.03 31.41 27.36 16.03 25-Sep-2008 1.4913 3.79
JM Value Fund 839.05 61.80 30.39 28.14 17.43 02-Jun-1997 1.4014 3.96
Quant Large and Mid Cap Fund 3,290.34 61.29 29.37 29.62 15.48 09-Jan-2007 1.3431 4.38
Quant Small Cap Fund 22,967.17 58.34 29.38 44.40 13.51 08-Jan-1997 1.2535 5.32
Quant Flexi Cap Fund 6,885.18 57.39 25.64 34.07 16.25 20-Oct-2008 1.1577 4.54
HSBC Midcap Fund 11,418.13 57.08 23.09 24.37 19.82 09-Aug-2004 1.2764 3.68
1 2 3  Next