HDFC Business Cycle Fund - IDCW - Direct Plan

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  • 0.07 %Nav, as on 25-02-2025

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  • Net Change on 25-02-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - Direct Plan - IDCW Option Jan 15, 2019 11.95 24.87 26.59 0.69 24,746.94
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 -0.22 23.02 25.42 0.81 6,379.45
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 11.70 27.11 26.12 0.53 5,948.48
SBI ESG Exclusionary Strategy Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated 5.40 11.79 14.70 1.33 5,543.93
Aditya Birla Sun Life PSU Equity Fund-Direct - Payout of IDCW Dec 30, 2019 -11.56 28.96 26.58 0.55 5,168.64

Fund Holdings as on 31-January-2025

  • TREPS - Tri-party Repo

  • Larsen and Toubro Ltd.

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • Tata Motors Ltd.

  • Zomato Ltd

  • Infosys Limited

  • Axis Bank Ltd.

  • HDFC Bank Ltd.£

  • Titan Company Ltd.

  • Fortis Healthcare Limited

  • Kotak Mahindra Bank Limited

  • Indusind Bank Ltd.

  • Embassy Office Parks REIT

  • JSW Energy Ltd.

  • DLF LIMITED

  • MANKIND PHARMA LIMITED

  • Cholamandalam Investment & Finance Co. Ltd.

  • Ola Electric Mobility Limited

  • HCL Technologies Ltd.

  • JNK India Limited

  • MphasiS Limited.

  • Astral Limited

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

  • Sun Pharmaceutical Industries Ltd.

  • Aether Industries Ltd

  • Aditya Birla Real Estate Limited

  • Aadhar Housing Finance Limited

  • Blue Jet Healthcare Limited

  • G R Infraprojects Limited

  • Siemens Ltd.

  • Hindalco Industries Ltd.

  • Indraprastha Gas Ltd.

  • RHI MAGNESITA INDIA Limited

  • Inventurus Knowledge Solutions Limited

  • PNC Infratech Ltd.

  • Westlife Foodworld Limited

  • Afcons Infrastructure Limited

  • Ceigall India Limited

  • ACME Solar Holdings Limited

  • Sagility India Limited

  • SULA VINEYARDS LIMITED

  • Cummins India Ltd.

  • Crompton Greaves Consumer Elec. Ltd.

  • AWFIS SPACE SOLUTIONS LIMITED

  • Bharti Hexacom Limited

  • SAPPHIRE FOODS INDIA LIMITED

  • Delhivery Limited

  • Techno Electric & Engin. Co. Ltd.

  • Blue Dart Express Ltd.

  • Timken India Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Emcure Pharmaceuticals Limited

  • Grindwell Norton Ltd.

  • ABB India Ltd.

  • Whirlpool of India Ltd.

  • Vedant Fashions Ltd

  • Ambuja Cements Ltd.

  • KSB Ltd

  • Sai Life Sciences Limited

  • Teamlease Services Ltd.

  • Net Current Assets

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  • Bank - Private

  • Engineering - Construction

  • Miscellaneous

  • Telecommunication - Service Provider

  • IT - Software

  • Automobiles-Trucks/Lcv

  • e-Commerce

  • Pharmaceuticals & Drugs

  • Diamond & Jewellery

  • Hospital & Healthcare Services

  • Power Generation/Distribution

  • Finance - Housing

  • Construction - Real Estate

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Engineering - Industrial Equipments

  • Electric Equipment

  • Plastic Products

  • Business Support

  • Chemicals

  • Diversified

  • Gas Transmission/Marketing

  • Metal - Non Ferrous

  • Refractories

  • BPO/ITeS

  • Courier Services

  • Consumer Durables - Domestic Appliances

  • Restaurants

  • Breweries & Distilleries

  • Diesel Engines

  • Consumer Food

  • Bearings

  • Abrasives

  • Textile

  • Cement & Construction Materials

  • Compressors / Pumps

  • Professional Services

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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 ₹2,837.27 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 ₹0.01(0.07%)yesterday to ₹13.47.

Among its top 3 holdings the fund has exposure to TREPS - Tri-party Repo, 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