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Fund Overview

HDFC Business Cycle Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

14.62

Inception Date

30-11-2022

Category

Equity - Diversified
Invest
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 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
HDFC Business Cycle Fund - Regular (G) 11.55 0.23 1.38 15.73
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.01 Lakh

SIP

₹ 10000 Monthly SIP Grown to 1.24 Lakh

Benchmark

1Lakh investment Grown to 1.04 Lakh

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Key Parameters
AUM(₹ Cr.) 2,857
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Incrimental Investment(₹) 100
Expense Ratio (%) NA
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.
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
ICICI Bank Equity 8.77
Tata Motors Equity 8.11
Bharti Airtel Equity 7.70
Eternal Ltd Equity 5.90
Axis Bank Equity 5.28
HDFC Bank Equity 4.12
Kotak Mah. Bank Equity 2.94
Fortis Health. Equity 2.59
Adani Ports Equity 2.52
TREPS Reverse Repo 2.44
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
HDFC Business Cycle Fund 2,856.70 1.38 NA NA 15.73 30-Nov-2022 0.6823 3.62
Motilal Oswal Multi Cap Fund 3,843.93 27.01 NA NA 35.67 18-Jun-2024 0.9662 6.91
Motilal Oswal Large Cap Fund 2,327.02 16.17 NA NA 27.18 06-Feb-2024 1.3254 3.90
Sundaram Services Fund 4,161.11 15.04 23.86 26.81 20.72 21-Sep-2018 0.9709 3.90
Invesco India Midcap Fund 6,641.11 14.75 32.33 30.37 17.17 19-Apr-2007 1.1945 4.86
WhiteOak Capital Special Opportunities Fund 943.81 14.51 NA NA 27.76 04-Jun-2024 0.4364 5.37
Motilal Oswal Large and Midcap Fund 10,840.40 13.31 33.21 29.57 23.87 17-Oct-2019 1.1944 5.55
Motilal Oswal Small Cap Fund 4,927.18 13.29 NA NA 25.71 26-Dec-2023 0.8688 5.99
Bandhan Innovation Fund 1,512.00 12.83 NA NA 22.89 30-Apr-2024 0.6806 6.20
Invesco India Large & Mid Cap Fund 7,273.57 12.27 29.59 25.66 13.75 09-Aug-2007 1.1752 4.46
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