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%
NAV as on 10-07-2025

14.672

-0.04 (-0.2658%)

CAGR Since Inception

15.78%

NIFTY 500 TRI 12.58%

PERFORMANCE of HDFC Business Cycle Fund - Growth Option

Scheme Performance (%)

Data as on - 10-07-2025

Yearly 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)

Show All Monthly Lumpsum Returns
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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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

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

Amount :
Start :
End :
Period
Data as on - 10-07-2025
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 (%)