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HDFC Business Cycle Fund-Reg(G)

very highequity
15.39 0.07(0.44%) NAV as on 09 Nov 2026
4.76 % 1 M
3.73 % 1 Y
10.68 % 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND 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.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.13

As on 31 Oct, 2026
age-icon Age :

3 yrs 11 m

Since 30 11 ,2022
exit_load Exit Load :

1%

aum AUM :

2,573.20 Crs

lock_in Lock-in :

1% on or before 1Y, Nil after 1Y

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

7.38

Min_Investment Min. Investment :

SIP 100 & Lumpsum 100

Scheme_benchmark Scheme Benchmark :

NIFTY 500 - TRI

Fund_manager Fund Manager :

Rahul Baijal

LATEST ASSET & PORTFOLIO ALLOCATION

as on Oct 31 ,2026
Debt 1.09 %
Others 9.65 %
Equity 89.26 %

TOP HOLDINGS

Bharti Airtel Ltd.6.57 %
Kotak Mahindra Bank Ltd.6.05 %
ICICI Bank Ltd.5.66 %
Titan Company Ltd.4.44 %
HDFC Bank Ltd.3.26 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private17.57
Telecommunication - Service Provider7.72
Pharmaceuticals & Drugs6.59
e-Commerce6.20
Finance - Housing5.86
See All Sectors

5-YEARS HISTORY

Financial Year2022-20232023-20242024-20252025-2026
NAV in Rs (as on 31-Mar-2026)9.6012.9513.4412.58
Net Assets(Rs Crores) (as on 31-Mar-2026) 2409.96 2938.19 2762.36 2334.25
Scheme Returns(%)(Absolute)-4.0534.562.82-5.38
B'mark Returns(%)(Absolute)NANANANA
Category Rank41/6143/8252/11996/133

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

HDFC Business Cycle Fund-Reg(G)Very HighEquity15.390.07(0.44%)NAV As on 09 Nov, 202630-Nov-2022Inception Date2,573.20AUM In Cr.3.73%1Y10.68%3YNA%5Y11.55%Since Inception
HDFC Defence Fund-Reg(G)Very HighEquity28.910.33(1.14%)NAV As on 09 Nov, 202602-Jun-2023Inception Date11,130.70AUM In Cr.20.01%1Y32.65%3YNA%5Y36.14%Since Inception
Kotak Pioneer Fund-Reg(G)Very HighEquity34.66-0.05(-0.14%)NAV As on 09 Nov, 202631-Oct-2019Inception Date4,188.63AUM In Cr.7.68%1Y18.12%3Y12.68%5Y19.36%Since Inception