- Mutual Funds
- HDFC Mutual Funds
- HDFC Business Cycle Fund (Growth)
HDFC Business Cycle Fund (Growth)
₹ 11.806
NAV (Nov 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.806
NAV (Nov 30)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 17.2% |
6 Month CAGR | 13% |
Scheme Information
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 | 1.95 |
Launched (1y ago) | Nov 30, 2022 |
AUM in Crores | 2655.888 |
ISIN | INF179KC1EB5 |
Lock-in | No Lock-in |
Benchmark | IISL 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
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Business Cycle Fund (Growth) | NaN | NaN | % | |
| 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%hdfc bank ltd
7.7%bharti airtel ltd
6.9%larsen & toubro ltd
6.8%axis bank ltd
5.7%Allocation by Sector
financial services
36.2%industrials
18.8%healthcare
10.3%consumer cyclical
9.2%communication services
8.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,531 cr | ||
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
28.1% | 12.6% | ||
7.2% | 5.6% | ||
5.4% | 7.8% | ||
4.6% | 5.8% | ||
8.7% | 6.2% |
HDFC Business Cycle Fund (G) Review
HDFC Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 17.2% 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 11/30/2023 is ₹11.81 with the total AUM as of 12/1/2023 is ₹2655.888. 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 IISL Nifty 500 TR INR.
HDFC Business Cycle Fund (G) is rated as a 0 fund in Equity and delivered null% 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)?
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.