HDFC Business Cycle Fund - Growth Option
| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 05-11-2022 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 1.98% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 295.46 Cr As on (30-06-2025) |
| Turn over: 30.76% |
14.672
-0.04 (-0.2658%)
15.78%
NIFTY 500 TRI 12.59%
PERFORMANCE of HDFC Business Cycle Fund - Growth Option
Scheme Performance (%)
Data as on - 10-07-2025Yearly Performance (%)
Fund Managers
FM 1 - Mr.Rahul Baijal, FM 2 - Mr.Dhruv Muchhal
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 achieved.
MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)
| NAV Date | NAV | Units | Market Value |
Returns (%) |
|---|---|---|---|---|
| 30-11-2022 | 10.009 | 9991.0081 | 100000 | 0.0 % |
| 30-12-2022 | 9.897 | 9991.0081 | 98881 | -1.12 % |
| 30-01-2023 | 9.589 | 9991.0081 | 95804 | -4.2 % |
| 28-02-2023 | 9.519 | 9991.0081 | 95104 | -4.9 % |
| 28-03-2023 | 9.428 | 9991.0081 | 94195 | -5.8 % |
| 28-04-2023 | 10.046 | 9991.0081 | 100370 | 0.37 % |
| 29-05-2023 | 10.383 | 9991.0081 | 103737 | 3.74 % |
| 28-06-2023 | 10.82 | 9991.0081 | 108103 | 8.1 % |
| 28-07-2023 | 11.158 | 9991.0081 | 111480 | 11.48 % |
| 28-08-2023 | 11.127 | 9991.0081 | 111170 | 11.17 % |
| 29-09-2023 | 11.334 | 9991.0081 | 113238 | 13.24 % |
| 30-10-2023 | 11.025 | 9991.0081 | 110151 | 10.15 % |
| 28-11-2023 | 11.568 | 9991.0081 | 115576 | 15.58 % |
| 28-12-2023 | 12.639 | 9991.0081 | 126276 | 26.28 % |
| 29-01-2024 | 12.856 | 9991.0081 | 128444 | 28.44 % |
| 28-02-2024 | 12.792 | 9991.0081 | 127805 | 27.81 % |
| 28-03-2024 | 12.953 | 9991.0081 | 129414 | 29.41 % |
| 29-04-2024 | 13.269 | 9991.0081 | 132571 | 32.57 % |
| 28-05-2024 | 13.422 | 9991.0081 | 134099 | 34.1 % |
| 28-06-2024 | 14.205 | 9991.0081 | 141922 | 41.92 % |
| 29-07-2024 | 14.671 | 9991.0081 | 146578 | 46.58 % |
| 28-08-2024 | 14.949 | 9991.0081 | 149356 | 49.36 % |
| 30-09-2024 | 15.318 | 9991.0081 | 153042 | 53.04 % |
| 28-10-2024 | 14.291 | 9991.0081 | 142781 | 42.78 % |
| 28-11-2024 | 14.349 | 9991.0081 | 143361 | 43.36 % |
| 30-12-2024 | 14.409 | 9991.0081 | 143960 | 43.96 % |
| 28-01-2025 | 13.339 | 9991.0081 | 133270 | 33.27 % |
| 28-02-2025 | 12.795 | 9991.0081 | 127835 | 27.83 % |
| 28-03-2025 | 13.438 | 9991.0081 | 134259 | 34.26 % |
| 28-04-2025 | 13.701 | 9991.0081 | 136887 | 36.89 % |
| 28-05-2025 | 14.118 | 9991.0081 | 141053 | 41.05 % |
| 30-06-2025 | 14.7 | 9991.0081 | 146868 | 46.87 % |
| 10-07-2025 | 14.672 | 9991.0081 | 146588 | 46.59 % |
RETURNS CALCULATOR for HDFC Business Cycle Fund - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Market Cap Distribution
Small Cap
20.51%
Others
4.13%
Large Cap
61.87%
Mid Cap
13.49%
Riskometer
Key Performance and Risk Statistics of HDFC Business Cycle Fund - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HDFC Business Cycle Fund - Growth Option | - | - | ||||
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
PEER COMPARISION of HDFC Business Cycle Fund - Growth Option
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 1.83 | 16.02 | 0.0 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 10.52 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 7.64 | 26.27 | 25.28 | 0.0 | 0.0 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 7.43 | 21.61 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 4.9 | 26.73 | 27.04 | 27.48 | 13.43 |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 2.67 | 18.13 | 17.73 | 0.0 | 0.0 |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 2.35 | 20.26 | 0.0 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | -0.94 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | -1.59 | 22.29 | 24.04 | 0.0 | 0.0 |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | -2.15 | 20.2 | 20.21 | 0.0 | 0.0 |
PORTFOLIO ANALYSIS of HDFC Business Cycle Fund - Growth Option
Asset Allocation (%)
| Allocation | Percentage (%) |
|---|