₹ 12.914
NAV (Apr 18)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 12.914
NAV (Apr 18)
Last 1Y | 31% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 20.2% |
6 Month CAGR | 13.6% |
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.
Expense Ratio | 1.94 |
Launched (2y ago) | Nov 30, 2022 |
AUM in Crores | 2938.187 |
ISIN | INF179KC1EB5 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
HDFC Business Cycle Fund (Growth) | 16,57,941 | 9,25,329 | 31% | |
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.
icici bank ltd
9.8%treps - tri-party repo
8.7%larsen & toubro ltd
7.9%hdfc bank ltd
7.3%axis bank ltd
5.5%financial services
34%industrials
18%consumer cyclical
10.5%healthcare
7.2%technology
7.1%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
HDFC Asset Management Company Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
26.3% | 12.9% | ||
14.6% | 6.7% | ||
6% | 7.8% | ||
5.1% | 5.9% | ||
6.6% | 6% |
HDFC Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 20.2% over a period of 1 years. The fund is managed by HDFC Asset Management Co Ltd. The fund manager’s name is Rahul Baijal.
Nav of HDFC Business Cycle Fund (G) as of 4/18/2024 is ₹12.91 with the total AUM as of 4/19/2024 is ₹2938.187. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Business Cycle Fund (G) was launched on Nov 30, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for HDFC Business Cycle Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Business Cycle Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.
HDFC Business Cycle Fund (G) is rated as a 0 fund in Equity and delivered 31% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Business Cycle Fund (G).
What is HDFC Business Cycle Fund (G)?
How to invest in HDFC Business Cycle Fund (G)?
You can invest in HDFC Business Cycle Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Business Cycle Fund (G)?
The minimum sip amount for HDFC Business Cycle Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Business Cycle Fund (G) good to invest in?
As per Scripbox experts, HDFC Business Cycle Fund (G) is a Not Reviewed Yet fund. You can investHDFC Business Cycle Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Business Cycle Fund (G)?
The expense ratio of the HDFC Business Cycle Fund (G) is 1.94% for regular plan.