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Jun 10, 2026


Category Equity
AUM (Cr.) 2,603.96
Exit Load (%) 1.00
Min Inv Lumpsum 100
Expense Ratio 1.98
Sharpe Ratio 0.41
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 (IDCW) -3.33 -3.11 -4.24 9.66 0 9.92
Benchmark - Nifty 500 TRI -3.1 -4.58 -3.25 13.14 11.91 0
Category Average - BEST EQUITY PERFORMERS -2.88 -0.59 0.8 15.81 13.19 9
Category Rank 2/10 3/10 3/10 3/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru FMCG Fund - (G) 413.6900 0.90 -15.04 -1.15 7.13 1,676.25 2.48 5,000.00 invest
ICICI Pru FMCG Fund - (IDCW) 76.4600 0.90 -15.04 -1.14 7.14 1,676.25 2.48 5,000.00 invest
Kotak Pioneer Fund - Regular (G) 32.8020 0.26 6.59 19.17 14.83 3,495.30 2.10 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 32.8160 0.26 6.58 19.19 14.84 3,495.30 2.10 100.00 invest
Nippon India Taiwan Equity Fund (G) 34.6283 -5.40 188.44 59.58 0.00 1,138.67 2.17 500.00 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 May 31, 2026 156.75 6.08 -7.10
Reverse Repo-TREPS May 31, 2026 146.84 5.70 -22.27
Equity-Eternal May 31, 2026 136.96 5.31 -8.41
Equity-ICICI Bank May 31, 2026 130.92 5.08 -28.54
Equity-Kotak Mah. Bank May 31, 2026 129.52 5.03 6.13
Equity-Titan Company May 31, 2026 104.89 4.07 2.45
Equity-Anthem Bioscienc May 31, 2026 101.46 3.94 26.81
Equity-HDFC Bank May 31, 2026 90.09 3.50 -19.88
Equity-Fortis Health. May 31, 2026 87.85 3.41 9.04
Equity-Vishal Mega Mart May 31, 2026 80.35 3.12 -3.32

latest news

SCHEME DETAILS

AMC Name
HDFC Mutual Fund
Fund Name
HDFC Business Cycle Fund - Regular (IDCW)
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