HDFC Business Cycle Fund - Growth Option
Fund House: HDFC Mutual Fund
Category: Equity: Thematic-Others
Status: Open Ended Schemes
Launch Date: 05-11-2022
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: NIFTY 500 TRI
Total Assets: 2762.36 As on (31-03-2025)
Expense Ratio: 1.98% As on (31-03-2025)
Turn over: 81.00% | Exit Load: Exit load of 1%, if redeemed within 1 year.
NAV as on 25-04-2025
13.595
-0.233
CAGR Since Inception
13.59%
NIFTY 500 TRI 12.45%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| HDFC Business Cycle Fund - Growth Option | 2.89 | - | - | - | 13.59 |
| NIFTY 500 TRI | 8.03 | 15.29 | 25.48 | 13.76 | 12.45 |
| Equity: Thematic-Others | 4.61 | 16.68 | 27.39 | 13.25 | 8.35 |
Funds Manager
Rahul Baijal, Dhruv Muchhal
RETURNS CALCULATORS for HDFC Business Cycle Fund - Growth 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 - Growth Option
Portfolio Holdings
Show All Holdings
Sector Allocation
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PEER COMPARISION of HDFC Business Cycle Fund - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| HDFC Business Cycle Fund Gr | 05-11-2022 | 2.89 | 17.3 | 0.0 | 0.0 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 16.56 | 25.72 | 17.49 | 28.51 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 13.86 | 28.11 | 19.85 | 28.12 | 13.96 |
| ICICI Prudential Innovation Fund Gr | 05-04-2023 | 13.54 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 12.45 | 30.75 | 23.17 | 34.56 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 11.07 | 22.99 | 0.0 | 0.0 | 0.0 |
| Kotak Pioneer Fund Reg Gr | 31-10-2019 | 10.98 | 27.02 | 17.48 | 27.98 | 0.0 |
| Franklin India Opportunities Gr | 05-02-2000 | 9.89 | 38.97 | 29.28 | 32.61 | 15.46 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 9.88 | 29.04 | 20.78 | 0.0 | 0.0 |
| Union Innovation & Opportunities Fund Reg Gr | 06-09-2023 | 9.71 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of HDFC Business Cycle Fund - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HDFC Business Cycle Fund - Growth Option | - | - | ||||
| Equity: Thematic-Others | - | - | - | - | - | - |