HDFC Business Cycle Fund - IDCW Option
Category: Equity: Thematic-Others
Launch Date: 30-11-2022
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.98% As on ( 30-06-2025)
Status: Open Ended Schemes
Minimum Topup: 100.0
Total Assets: 2,954.61 Cr As on ( 30-06-2025)
Turn over: 30.76
NAV as on 18-07-2025
14.712
-0.04 ( -0.2855% )
CAGR Since Inception
15.75%
NIFTY 500 TRI 12.54%
Performance of HDFC Business Cycle Fund - IDCW Option
Fund Managers

FM 1 - Mr.Rahul Baijal, FM 2 - Mr.Dhruv Muchhal

Investment Objective

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 achieved.

Returns Calculator for HDFC Business Cycle Fund - IDCW Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HDFC Business Cycle Fund - IDCW Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Business Cycle Fund - IDCW Option - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Business Cycle Fund IDCW 30-11-2022 0.97 15.42 0.0 0.0 0.0
Sundaram Services Reg Gr 21-09-2018 11.98 21.03 21.91 26.21 0.0
ICICI Pru India Opportunities Cum 05-01-2019 6.76 24.92 26.4 31.49 0.0
ICICI Pru Exports & Services Gr 01-11-2005 6.01 23.82 23.01 25.2 13.38
ICICI Prudential Housing Opportunities Fund Gr 18-04-2022 2.95 21.61 20.76 0.0 0.0
Franklin India Opportunities Gr 05-02-2000 2.19 32.37 32.83 30.46 15.68
Edelweiss Recently Listed IPO Fund Reg Gr 16-02-2018 2.05 17.01 17.89 21.53 0.0
SBI COMMA Fund Reg PLAN Gr 05-08-2005 1.97 23.23 20.14 23.4 15.23
HDFC Defence Fund Gr 02-06-2023 1.72 50.35 0.0 0.0 0.0
ICICI Pru Commodities Gr 05-10-2019 -0.82 20.37 23.44 34.45 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of HDFC Business Cycle Fund - IDCW Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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