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  • HDFC Business Cycle Fund (Growth)
HDFC Mutual Funds

HDFC Business Cycle Fund (Growth)

EquitySectoral/ Thematic

13.675

NAV (Jun 11)

22.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.675

NAV (Jun 11)

Fund Returns

Last 1Y
28.8%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
22.7%
6 Month CAGR
11.2%

Scheme Information

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 realized.

Expense Ratio
1.95
Launched (2y ago)
Nov 30, 2022
AUM in Crores
2970.530
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
Fund Managers

Rahul Baijal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Business Cycle Fund (Growth)70%15,64,859 8,32,24729%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-11

Top Stock Holdings

icici bank ltd

9.4%
9.4%

larsen & toubro ltd

7.8%
7.8%

hdfc bank ltd

7%
7%

bharti airtel ltd

5.9%
5.9%

infosys ltd

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

31.1%
31.1%

industrials

24%
24%

consumer cyclical

13%
13%

technology

6.8%
6.8%

communication services

6.2%
6.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 700,396 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

24.4%

13.2%

12%

6.4%

6%

7.8%

5.3%

5.9%

6.4%

6%

HDFC Business Cycle Fund (G) Review

HDFC Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 22.6% 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 6/11/2024 is ₹13.68 with the total AUM as of 6/12/2024 is ₹2970.53. 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 29% 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).

Frequently Asked Questions

What is HDFC Business Cycle Fund (G)?

HDFC Business Cycle Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 1.95% for regular plan.