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HDFC Business Cycle Fund-Reg(G)

very highequity
14.28 -0.10(-0.72%) NAV as on 13 Jun 2025
2.91 % 1 M
3.05 % 1 Y
NA 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 :

1.97

As on 31 May, 2025
age-icon Age :

2 yrs 6 m

Since 30 11 ,2022
exit_load Exit Load :

1%

aum AUM :

2,856.70 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 :

5.66

Min_Investment Min. Investment :

SIP 100 & Lumpsum 100

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Rahul Baijal

LATEST ASSET & PORTFOLIO ALLOCATION

as on May 31 ,2025
Others 4.16 %
Equity 95.84 %

TOP HOLDINGS

ICICI Bank Ltd.8.77 %
Tata Motors Ltd.8.11 %
Bharti Airtel Ltd.7.70 %
Eternal Ltd.5.90 %
Axis Bank Ltd.5.28 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private24.43
e-Commerce8.99
Automobiles-Trucks/Lcv8.11
Telecommunication - Service Provider7.70
Pharmaceuticals & Drugs5.12
See All Sectors

5-YEARS HISTORY

Financial Year2022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)9.6012.9513.44
Net Assets(Rs Crores) (as on 31-Mar-2025) 2409.96 2938.19 2762.36
Scheme Returns(%)(Absolute)-4.0534.562.82
B'mark Returns(%)(Absolute)NANANA
Category Rank41/6143/8252/119

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 HighEquity14.28-0.10(-0.72%)NAV As on 13 Jun, 202530-Nov-2022Inception Date2,856.70AUM In Cr.3.05%1YNA%3YNA%5Y15.06%Since Inception
Invesco India PSU Equity Fund(G)Very HighEquity63.75-0.16(-0.25%)NAV As on 13 Jun, 202518-Nov-2009Inception Date1,394.40AUM In Cr.-3.58%1Y36.78%3Y29.72%5Y12.63%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity246.48-1.17(-0.47%)NAV As on 13 Jun, 202521-Feb-2000Inception Date6,863.66AUM In Cr.4.26%1Y34.88%3Y31.53%5Y13.49%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity32.88-0.25(-0.75%)NAV As on 13 Jun, 202530-Dec-2019Inception Date5,581.82AUM In Cr.-6.78%1Y33.62%3Y32.17%5Y24.37%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity19.35-0.06(-0.32%)NAV As on 13 Jun, 202529-Nov-2021Inception Date709.15AUM In Cr.4.70%1Y29.91%3YNA%5Y20.50%Since Inception
Quant Quantamental Fund-Reg(G)Very HighEquity22.62-0.14(-0.60%)NAV As on 13 Jun, 202530-Apr-2021Inception Date1,958.21AUM In Cr.-7.68%1Y27.51%3YNA%5Y21.89%Since Inception
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