HDFC Business Cycle Fund - Growth Option
AUM:
₹ 2,928.66 Cr
Expense Ratio
1.98%
Benchmark
NIFTY 500 TRI
ISIN
INF179KC1EB5
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Exit Load
In respect of each purchase/switch-in of units, an Exit Load of 1.00% 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. In respect of Systematic Transactions such as SIP, Flex SIP, STP, Flex STP, Swing STP, Exit Load, if any, prevailing on the date of registration / enrolment shall be levied.
Asset Class
Status
Open Ended Schemes
Fund Manager
FM 1 - Mr.Rahul Baijal, FM 2 - Mr.Dhruv Muchhal
14.71
0 (0.0136%)
Overview
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.
Asset Allocation
Equity
96.96%
Debt
0.00%
Others
3.04%
Indicators
| Volatility | |
| Sharp Ratio | 0.7 |
| Alpha | -0.36 |
| Beta | 0.86 |
| Yield to Maturity | - |
| Average Maturity | - |
-
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) | Since Launch (%) |
|---|---|---|---|---|
| HDFC Business Cycle Fund - Growth Option | 1.79 | 14.57 | - | 13.38 |
| NIFTY 500 TRI | 7.7 | 17.78 | 17.5 | 12.46 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.55 |
| Healthcare | 12.47 |
| Consumer Services | 12.42 |
| Automobile and Auto Components | 6.28 |
| Telecommunication | 6.15 |
| Capital Goods | 6.11 |
| Services | 5.78 |
| Consumer Durables | 3.68 |
| Chemicals | 3.61 |
| Realty | 3.49 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ZOMATO LIMITED EQ | 6.54 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.41 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.15 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.16 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 4.09 |
| VISHAL MEGA MART PRIVATE LIMITED EQ | 3.49 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 3.44 |
| BAJAJ AUTO LIMITED EQ | 3.15 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.97 |
| ANTHEM BIOSCIENCES PRIVATE LIMITED EQ NEW FV Rs. 2/- | 2.89 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| HDFC Business Cycle Fund Gr | 05-11-2022 | 1.79 | 14.57 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 15.05 | 22.53 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | 6.38 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 5.58 | 18.78 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 5.31 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 5.13 | 14.01 | 0.0 | 0.0 |
| DSP Business Cycle Fund Reg Gr | 17-12-2024 | 3.56 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 2.72 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 1.87 | 0.0 | 0.0 | 0.0 |
| Baroda BNP Paribas Business Cycle Fund Reg Gr | 15-09-2021 | 1.38 | 17.56 | 0.0 | 0.0 |