HDFC Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 14-06-2024

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 47.00 27.69 24.41 1.65 19,792.23
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 31.35 16.03 16.23 1.93 5,534.25
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 71.09 31.82 27.76 1.88 4,841.52
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 73.22 30.18 25.92 1.90 3,933.36
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 63.04 29.78 24.43 1.91 3,435.05

Fund Holdings as on 31-May-2024

  • ICICI Bank Ltd.

  • Larsen and Toubro Ltd.

  • HDFC Bank Ltd.£

  • Bharti Airtel Ltd.

  • Infosys Limited

  • Axis Bank Ltd.

  • Indusind Bank Ltd.

  • Tata Motors Ltd.

  • Titan Company Ltd.

  • Kotak Mahindra Bank Limited

  • TREPS - Tri-party Repo

  • Fortis Healthcare Limited

  • Dabur India Ltd.

  • Astral Limited

  • Embassy Office Parks REIT

  • MphasiS Limited.

  • SRF Ltd.

  • Hindustan Aeronautics Limited

  • Zomato Ltd

  • Bharat Electronics Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • MANKIND PHARMA LIMITED

  • Whirlpool of India Ltd.

  • JNK India Limited

  • Crompton Greaves Consumer Elec. Ltd.

  • DLF LIMITED

  • Apollo Hospitals Enterprise Ltd.

  • Aavas Financiers Ltd. (Formerly known as Au Housing Finance Ltd.)

  • RHI MAGNESITA INDIA Limited

  • PNC Infratech Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • G R Infraprojects Limited

  • Delhivery Limited

  • Aether Industries Ltd

  • Hindalco Industries Ltd.

  • Vedant Fashions Ltd

  • SULA VINEYARDS LIMITED

  • Siemens Ltd.

  • Timken India Ltd.

  • KSB Ltd

  • Westlife Foodworld Limited

  • Aadhar Housing Finance Limited

  • AWFIS SPACE SOLUTIONS LIMITED

  • Cummins India Ltd.

  • Blue Jet Healthcare Limited

  • ION EXCHANGE (INDIA) LIMITED

  • Navin Fluorine International Ltd.

  • KNR Construction limited.

  • SAPPHIRE FOODS INDIA LIMITED

  • Bharti Hexacom Limited

  • Grindwell Norton Ltd.

  • Teamlease Services Ltd.

  • Blue Dart Express Ltd.

  • The Phoenix Mills Limited

  • CG Power and Industrial Solutions Ltd.

  • Voltamp Transformers Ltd.

  • Chalet Hotels Ltd.

  • EPACK DURABLE LIMITED

  • Indian Renewable Energy Development Agency Limited

  • Net Current Assets

  • Inox India Limited

  • KAYNES TECHNOLOGY INDIA LIMITED

  • Dixon Technologies (India) Ltd.

  • Sona Blw Precision Forgings

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  • Bank - Private

  • Engineering - Construction

  • IT - Software

  • Telecommunication - Service Provider

  • Automobiles-Trucks/Lcv

  • Engineering - Industrial Equipments

  • Hospital & Healthcare Services

  • Chemicals

  • Pharmaceuticals & Drugs

  • Diamond & Jewellery

  • Miscellaneous

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Plastic Products

  • Defence

  • e-Commerce

  • Finance - NBFC

  • Finance - Housing

  • Construction - Real Estate

  • Electric Equipment

  • Courier Services

  • Refractories

  • Metal - Non Ferrous

  • Textile

  • Breweries & Distilleries

  • Compressors / Pumps

  • Bearings

  • Restaurants

  • Diesel Engines

  • Consumer Food

  • Abrasives

  • Professional Services

  • Hotel, Resort & Restaurants

  • Air Conditioners

  • Electronics - Components

  • Consumer Durables - Electronics

  • Auto Ancillary

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Fund Manager

  • Cash

  • Equity

  • REITs & InvITs

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About HDFC Business Cycle Fund

Scheme Analysis

HDFC Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to HDFC Mutual Fund. It was launched on 30-Nov-2022 and currently has an AUM of ₹2,906.75 crore. HDFC Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of HDFC Business Cycle Fund ended up ₹0.07(0.53%)yesterday to ₹13.926.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd., and

The HDFC Business Cycle Fund is managed by Rahul Baijal .

Fund House Contact

HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate Mumbai - 400 020

+91 (22) 66316333
cliser@hdfcindia.com
+91 (22) 22821144