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HDFC Business Cycle Fund-Reg(G)

very highequity
14.13 0.08(0.58%) NAV as on 17 Apr 2026
7.26 % 1 M
4 % 1 Y
12.73 % 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 :

2.03

As on 31 Mar, 2026
age-icon Age :

3 yrs 4 m

Since 30 11 ,2022
exit_load Exit Load :

1%

aum AUM :

2,334.25 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 :

6.7

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 Mar 31 ,2026
Debt 1.20 %
Others 6.91 %
Equity 91.89 %

TOP HOLDINGS

ICICI Bank Ltd.6.98 %
Bharti Airtel Ltd.6.54 %
Eternal Ltd.5.36 %
Kotak Mahindra Bank Ltd.4.98 %
Titan Company Ltd.4.36 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private18.26
Pharmaceuticals & Drugs9.19
e-Commerce7.02
Telecommunication - Service Provider6.54
Finance - Housing4.97
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 HighEquity14.130.08(0.58%)NAV As on 17 Apr, 202630-Nov-2022Inception Date2,334.25AUM In Cr.4.00%1Y12.73%3YNA%5Y10.78%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity68.740.78(1.15%)NAV As on 17 Apr, 202618-Nov-2009Inception Date1,334.55AUM In Cr.16.77%1Y30.45%3Y26.49%5Y12.46%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity250.032.05(0.83%)NAV As on 17 Apr, 202621-Feb-2000Inception Date7,577.93AUM In Cr.7.03%1Y26.99%3Y20.18%5Y13.09%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity276.801.13(0.41%)NAV As on 17 Apr, 202616-Apr-2004Inception Date3,487.35AUM In Cr.17.41%1Y22.72%3Y19.26%5Y16.28%Since Inception
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