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Jul 21, 2026


Category Equity
AUM (Cr.) 2,703.41
Exit Load (%) 1.00
Min Inv Lumpsum 100
Expense Ratio 2.17
Sharpe Ratio 1.26
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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Nifty 500 TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - HDFC Business Cycle Fund - Regular (G) 3.37 7.96 2.43 10.99 0 12.2
Benchmark - Nifty 500 TRI 0.96 2.24 1.22 12.12 12.7 0
Category Average - BEST EQUITY PERFORMERS 1.67 7.98 5.23 15.38 13.88 11.18
Category Rank 4/10 4/10 3/10 4/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 31.3240 6.35 135.09 50.01 0.00 1,191.72 2.60 500.00 invest
Nippon India Taiwan Equity Fund (G) 31.3240 6.35 135.09 50.01 0.00 1,191.72 2.60 500.00 invest
Franklin Asian Equity Fund (G) 44.1318 1.67 40.41 19.56 7.33 979.21 2.68 5,000.00 invest
Franklin Asian Equity Fund (IDCW) 20.8310 1.67 40.41 19.56 7.33 979.21 2.68 5,000.00 invest
ICICI Pru US Bluechip Equity Fund (IDCW) 75.9700 -1.40 19.44 12.61 11.15 3,607.30 1.95 5,000.00 invest

Asset Allocation

Asset Legend Asset 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-Bharti Airtel Jun 30, 2026 158.72 5.87 1.26
Equity-Eternal Jun 30, 2026 144.63 5.35 5.60
Equity-ICICI Bank Jun 30, 2026 143.30 5.30 9.46
Equity-Kotak Mah. Bank Jun 30, 2026 132.23 4.89 2.10
Equity-Titan Company Jun 30, 2026 113.36 4.19 8.08
Equity-Anthem Bioscienc Jun 30, 2026 102.87 3.81 1.39
Equity-HDFC Bank Jun 30, 2026 96.55 3.57 7.17
Equity-Fortis Health. Jun 30, 2026 90.55 3.35 3.07
Equity-Interglobe Aviat Jun 30, 2026 89.12 3.30 21.87
Equity-Cholaman.Inv.&Fn Jun 30, 2026 80.36 2.97 16.39

latest news

SCHEME DETAILS

AMC Name
HDFC Mutual Fund
Fund Name
HDFC Business Cycle Fund - Regular (G)
Contact Person
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