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Partner With Us NRI

Jan 24, 2023


Category

Equity

AUM (Cr.)

2,434.72

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

1.94

Sharpe Ratio

0.00

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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • 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) 0.66 0 0 0 0 -1.67
Benchmark - Nifty 500 TRI 2.39 7.82 2.67 16.68 10.57 0
Category Average - BEST EQUITY PERFORMERS 2.35 7.63 5.14 16.13 9.34 11.93
Category Rank 5/9 4/9 5/9 7/9 7/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Japan Equity Fund (G) 15.2704 1.71 -9.09 1.86 3.10 262.79 2.42 5,000.00 invest
Nippon India Japan Equity Fund (IDCW) 15.2704 1.71 -9.09 1.86 3.10 262.79 2.42 5,000.00 invest
Nippon India Japan Equity Fund (Bonus) 15.2704 1.71 -9.09 1.86 3.10 262.79 2.42 5,000.00 invest
Aditya Birla SL Inter Equity - Plan A (G) 30.7820 1.24 4.20 8.52 9.91 106.94 2.50 1,000.00 invest
Franklin India Technology Fund - (IDCW) 32.9691 -89.70 -13.46 18.63 15.33 679.14 0.00 5,000.00 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
Reverse Repo-TREPS Dec 31, 2022 961.19 39.48 -58.59
Equity-HDFC Bank Dec 31, 2022 214.10 8.79 0.00
Equity-ICICI Bank Dec 31, 2022 212.20 8.72 0.00
Net CA & Others-Net CA & Others Dec 31, 2022 201.21 8.26 0.00
Equity-Bharti Airtel Dec 31, 2022 121.32 4.98 0.00
Equity-Larsen & Toubro Dec 31, 2022 110.34 4.53 0.00
Equity-Axis Bank Dec 31, 2022 109.72 4.51 0.00
Equity-IndusInd Bank Dec 31, 2022 78.09 3.21 0.00
Equity-St Bk of India Dec 31, 2022 76.10 3.13 0.00
Equity-Apollo Hospitals Dec 31, 2022 48.60 2.00 0.00

latest news

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HDFC Mutual Fund has announced that change in the creation unit size of HDF...

Jan 24, 2023 10:38

HDFC Balanced Advantage Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

HDFC Mutual Fund has announced 25 January 2023 as the record date for decla...

Jan 23, 2023 11:07

HDFC Mutual Fund Announces Change in designation of Key Person

HDFC Mutual Fund has announced that the role and responsibilities of the fo...

Jan 19, 2023 12:38

HDFC Arbitrage Fund Announces IDCW

HDFC Mutual Fund has announced 19 January 2023 as the record date for decla...

Jan 17, 2023 09:51

HDFC FMP 1176D January 2023 - Series 47 Announces Withdrawal of New Fund Offer

HDFC Mutual Fund has announced that the NFO of HDFC FMP 1176D January 2023,...

Jan 14, 2023 11:55

HDFC Nifty G-Sec Sep 2032 V1 Index Fund Announces change in scheme name and Benchmark name

HDFC Mutual Fund has announced that change in the name and Benchmark name o...

Dec 30, 2022 12:39

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 : cliser:hdfcfund.com
Website : www.hdfcfund.com