HDFC Business Cycle Fund - IDCW Option

Fund House: HDFC Mutual Fund

Category: Equity: Thematic-Business-Cycle

Status: Open Ended Schemes

Launch Date: 30-11-2022

Minimum Investment: 100.0

Asset Class:

Minimum Topup: 100.0

Benchmark: NIFTY 500 TRI

Total Assets: 2972.26 As on (31-10-2025)

Expense Ratio: 1.98% As on (31-10-2025)

Turn over: 81.00% | Exit Load: In respect of each purchase/switch-in of units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed/ switched-out after 1 year from the date of allotment. In respect of Systematic Transactions such as SIP, Flex SIP, STP, Flex STP, Swing STP, Exit Load, if any, prevailing on the date of registration / enrolment shall be levied.

NAV as on 01-12-2025

14.815

-0.009

CAGR Since Inception

13.94%

NIFTY 500 TRI 12.49%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Business Cycle Fund - IDCW Option 2.43 13.97 - - 13.94
NIFTY 500 TRI 6.47 15.43 18.37 14.82 12.49
Equity: Thematic-Business-Cycle 1.74 16.73 20.94 13.49 12.52

Funds Manager

FM 1 - Mr.Rahul Baijal, FM 2 - Mr.Dhruv Muchhal

RETURNS CALCULATORS for HDFC Business Cycle Fund - IDCW Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of HDFC Business Cycle Fund - IDCW Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of HDFC Business Cycle Fund - IDCW Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
HDFC Business Cycle Fund IDCW 30-11-2022 2.43 11.59 13.97 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 13.59 21.85 21.49 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 5.42 18.7 16.76 0.0 0.0
Motilal Oswal Business Cycle Fund Reg Gr 27-08-2024 5.17 0.0 0.0 0.0 0.0
Bandhan Business Cycle Fund Reg Gr 01-09-2024 4.93 0.0 0.0 0.0 0.0
ABSL Business Cycle Fund Reg Gr 06-12-2021 4.42 14.86 12.61 0.0 0.0
Mahindra Manulife Business Cycle Fund Reg Gr 11-09-2023 3.75 20.35 0.0 0.0 0.0
Union Business Cycle Reg Gr 05-03-2024 3.32 0.0 0.0 0.0 0.0
Axis Business Cycles Fund Reg Gr 05-02-2023 2.89 15.02 0.0 0.0 0.0
Sundaram Business Cycle Fund Reg Gr 25-06-2024 2.88 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of HDFC Business Cycle Fund - IDCW Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Business Cycle Fund - IDCW Option - -
Equity: Thematic-Business-Cycle - - - - - -