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Open ICICI 3-in-1 Account

Jul 10, 2025

Category

Equity

AUM (Cr.)

2,856.70

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

1.97

Sharpe Ratio

2.65

Beta Ratio

0.00

Fund Manager

Rahul Baijal

Inception Date

Nov 30, 2022

Risk Level

Very High

Investment 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. There is no assurance that the investment objective of the Scheme will be realized.

Invest Now
Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - HDFC Business Cycle Fund - Regular (G) 0.53 4.82 1.83 0 0 15.78
Benchmark - Nifty 500 TRI 1.14 7.46 3.09 20.58 22.87 0
Category Average - BEST EQUITY PERFORMERS 1.03 5.32 2.71 22.51 24.13 13.57
Category Rank 4/10 9/10 6/10 7/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Edelweiss Recently Listed IPO Fund (G) 26.5412 0.70 0.58 17.97 21.28 895.62 2.29 100.00 invest
Edelweiss Recently Listed IPO Fund (IDCW) 26.5398 0.70 0.58 17.97 21.28 895.62 2.29 100.00 invest
ICICI Pru US Bluechip Equity Fund (IDCW) 65.1700 0.62 13.63 15.59 14.55 3,015.47 2.02 5,000.00 invest
ICICI Pru US Bluechip Equity Fund (G) 65.1700 0.62 13.63 15.59 14.55 3,015.47 2.02 5,000.00 invest
HDFC Defence Fund - Regular (IDCW) 25.1860 -1.62 2.63 0.00 0.00 6,664.73 1.77 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-ICICI Bank May 31, 2025 250.41 8.77 1.32
Equity-Tata Motors May 31, 2025 231.68 8.11 6.71
Equity-Bharti Airtel May 31, 2025 219.96 7.70 -5.24
Equity-Eternal Ltd May 31, 2025 168.62 5.90 2.49
Equity-Axis Bank May 31, 2025 150.81 5.28 -13.13
Equity-HDFC Bank May 31, 2025 117.67 4.12 1.03
Equity-Kotak Mah. Bank May 31, 2025 84.03 2.94 -6.04
Equity-Fortis Health. May 31, 2025 73.89 2.59 3.03
Equity-Adani Ports May 31, 2025 71.98 2.52 17.78
Reverse Repo-TREPS May 31, 2025 69.66 2.44 -66.48

latest news

HDFC Mutual Fund launches HDFC Innovation Fund

HDFC Asset Management Company, one of India�s leading mutual fund houses, h...

Jul 10, 2025 13:45

HDFC Mutual Fund launches HDFC Innovation Fund

HDFC Mutual Fund has launched the HDFC Innovation Fund, an open-ended equit...

Jun 27, 2025 09:54

HDFC Mutual Fund announces change in scheme name

HDFC Mutual Fund has announced change in scheme name under the following sc...

Jun 24, 2025 12:15

HDFC Mutual Fund announces change in fund manager under its scheme

HDFC Mutual Fund has announced change in fund manager under the following s...

Jun 24, 2025 11:40

HDFC MF announces Income Distribution cum capital withdrawal (IDCW) under its schemes

HDFC Mutual Fund has announced 25 June 2025 as the record date for declarat...

Jun 23, 2025 09:49

HDFC MF announces Income Distribution cum capital withdrawal (IDCW) under its scheme

HDFC Mutual Fund has announced 26 May 2025 as the record date for declarati...

May 22, 2025 10:03

SCHEME DETAILS

AMC Name : HDFC Mutual Fund
Fund Name : HDFC Business Cycle Fund - Regular (G)
Contact Persone : Rahul Baijal
Registered Address : HDFC House, 2nd Flr, H.T.Parekh Marg,165-166, Backbay Reclamation,Churchgate, Mumbai - 400 020.
Telephone No : 022 - 6631 6333
Fax No. : 022 - 22821144
Email : hello@hdfcfund.com
Website : www.hdfcfund.com