- Mutual Funds
- HDFC Mutual Fund
- HDFC Business Cycle Fund Direct Growth
HDFC Business Cycle Fund Direct Plan Growth
₹ 14.09
NAV (Apr 30)
View Less
HDFC Business Cycle Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,39,150
Wealth Gained10,71,762
Total Corpus Created (₹)
With CAGR of 15.259 % in 5 yearsHistorical NAV
₹ 14.094
NAV (Apr 30)
Fund Returns
Last 1Y | 4% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 15.3% |
6 Month CAGR | -4.2% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 0.89 % |
Launched 2Y ago | 2022-11-30 |
AUM in Crores | 2762.4 |
ISIN | INF179KC1DY9 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Business Cycle Fund Direct (G) | 8,06,057 | 73,445 | 4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
ICICI Bank Ltd.
9.53%Larsen & Toubro Ltd.
7.6%HDFC Bank Ltd.
6.93%Bharti Airtel Ltd.
5.99%Infosys Ltd.
5.88%
Allocation by Sector
Financial
26.19%Construction
12.8%Services
8.86%Automobile
7.68%Technology
7.6%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 16,217 cr | ||
₹ 23,379 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.8% | 7.9% | ||
6.3% | 6% | ||
20.6% | 13.9% | ||
20.8% | 8.4% | ||
25.1% | 16% |
HDFC Business Cycle Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,39,150
Wealth Gained10,71,762
Total Corpus Created (₹)
With CAGR of 15.259 % in 5 yearsFrequently Asked Questions
What is the expense ratio for HDFC Business Cycle Fund Direct Plan Growth?
What is the current AUM of HDFC Business Cycle Fund Direct Growth?
What is the latest NAV of HDFC Business Cycle Fund Direct Growth?
What is the Riskometer rating for HDFC Business Cycle Fund Direct Plan Growth?
Which are the top sector holdings in HDFC Business Cycle Fund Direct Plan?
Which are the top stock holdings in HDFC Business Cycle Fund Direct Plan?
What is the asset allocation of HDFC Business Cycle Fund Direct Plan Growth?
What has been the performance of HDFC Business Cycle Fund Direct Growth returns?
Does HDFC Business Cycle Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in HDFC Business Cycle Fund Direct Plan Growth?
How to invest in HDFC Business Cycle Fund Direct Growth?
How can I redeem my investment in HDFC Business Cycle Fund Direct Plan?