HDFC Business Cycle Fund – Direct Growth

₹ 100
Min SIP
₹ 100
Min Lumpsum
0.55 %
Expense Ratio
Rating
2,720
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 11%
Category Average 9.7% 22.7% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
9.55%
8.16%
5.42%
Others
63.57%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 9.55%
HDFC Bank Banks Equity 8.16%
Larsen & Toubro Infrastructure Developers & Operators Equity 6.74%
Bharti Airtel Telecomm-Service Equity 6.56%
Axis Bank Banks Equity 5.42%
Sun Pharma.Inds. Pharmaceuticals Equity 5.19%
Tata Motors Automobile Equity 4.54%
Kotak Mah. Bank Banks Equity 4.37%
IndusInd Bank Banks Equity 3.91%
Infosys IT - Software Equity 3.76%
Apollo Hospitals Healthcare Equity 2.88%
SRF Chemicals Equity 2.87%
St Bk of India Banks Equity 2.83%
Titan Company Diamond, Gems and Jewellery Equity 2.74%
Dabur India FMCG Equity 2.32%
Astral Plastic products Equity 2.05%
Hind.Aeronautics Capital Goods-Non Electrical Equipment Equity 1.82%
Delhivery Logistics Equity 1.79%
Dixon Technolog. Consumer Durables Equity 1.69%
Cholaman.Inv.&Fn Finance Equity 1.66%
Fortis Health. Healthcare Equity 1.33%
Phoenix Mills Realty Equity 1.18%
Zee Entertainmen Entertainment Equity 1.17%
Bharat Electron Electronics Equity 1.06%
AAVAS Financiers Finance Equity 1.04%
Mankind Pharma Pharmaceuticals Equity 1.04%
Aether Industri. Chemicals Equity 1.02%
RHI Magnesita Refractories Equity 0.98%
Bharat Dynamics Capital Goods-Non Electrical Equipment Equity 0.9%
Crompton Gr. Con Consumer Durables Equity 0.89%
Sona BLW Precis. Auto Ancillaries Equity 0.67%
PNC Infratech Construction Equity 0.65%
Westlife Food Quick Service Restaurant Equity 0.6%
Navin Fluo.Intl. Chemicals Equity 0.58%
SBI Life Insuran Insurance Equity 0.39%
Team Lease Serv. Miscellaneous Equity 0.35%
KNR Construct. Construction Equity 0.31%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.26%
Mphasis IT - Software Equity 0.25%
SBI Cards Finance Equity 0.17%
Netweb Technolog IT - Software Equity 0.04%
Banks
34.24%
Construction
7.7%
Telecom-Services
6.56%
Pharmaceuticals & Biotech
6.23%
Consumer Durables
5.32%
Others
39.95%
View all Sectors
Sectors Asset
Banks 34.24%
Construction 7.7%
Telecom-Services 6.56%
Pharmaceuticals & Biotech 6.23%
Consumer Durables 5.32%
Automobiles 4.54%
Chemicals & Petrochemical 4.47%
Healthcare Services 4.21%
Debt 4.2%
IT-Software 4.01%
Aerospace & Defense 3.78%
Industrial Products 3.29%
Finance 2.87%
Personal Products 2.32%
Transport Services 1.79%
Realty 1.18%
Entertainment 1.17%
Auto Components 0.67%
Leisure Services 0.6%
Insurance 0.39%
Commercial Services & Sup 0.35%
Cash & Others 0.07%
IT-Hardware 0.04%
Equity
95.73%
Reverse Repos
4.2%
Net Curr Ass/Net Receivables
0.07%
Others
0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load In respect of each purchase/Switch-in of units, an Exit load of 1% is payable if units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if units are redeemed / switched-out after 1 year from the date of allotment.

Fund 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.

Fund Managers

Rahul Baijal

Mr Rahul Baijal, PGDM (MBA), joined Sundaram MF as a Fund Manager Equity in July 2016. Presently, he works as the Senior Fund Manager in the Equity Team. He has an experience of more than twenty (20) years in fund management and equity research in companies like Bharti AXA Life Insurance, Credit Suisse Securities, Standard Chartered Bank, etc. Mr Baijal received the coveted title of ‘The 4th Best Fund Manager in India’ in the three-year category in February 2020. He was also ranked the number one equity fund manager from 2016-19.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HDFC Mutual Fund
AUM:
4,89,893 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com

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Frequently Asked Questions

How to invest in HDFC Business Cycle Fund – Direct Growth ?

You can invest in HDFC Business Cycle Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HDFC Business Cycle Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of HDFC Business Cycle Fund – Direct Growth ?

The NAV of HDFC Business Cycle Fund – Direct Growth is ₹11.1 as of 18 August 2023.

How to redeem HDFC Business Cycle Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is PE and PB ratio of HDFC Business Cycle Fund – Direct Growth?

HDFC Business Cycle Fund – Direct Growth's PE ratio is 3.19 and PB ratio is 0.26 as of 18 August 2023

What are the top stock holdings of HDFC Business Cycle Fund – Direct Growth?

The top stock holdings of HDFC Business Cycle Fund – Direct Growth are
  1. ICICI Bank - 9.55%
  2. HDFC Bank - 8.16%
  3. Larsen & Toubro - 6.74%
  4. Bharti Airtel - 6.56%
  5. Axis Bank - 5.42%

How can I redeem my investments in HDFC Business Cycle Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Business Cycle Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

How much returns have HDFC Business Cycle Fund – Direct Growth generated ?

The HDFC Business Cycle Fund – Direct Growth has delivered 11% since inception

What is the expense ratio of HDFC Business Cycle Fund – Direct Growth ?

The expense ratio of HDFC Business Cycle Fund – Direct Growth is 0.55 % as of 18 August 2023.

What is the AUM of HDFC Business Cycle Fund – Direct Growth?

The AUM of HDFC Business Cycle Fund – Direct Growth is ₹4,89,893 Cr as of 18 August 2023

What is the minimum sip amount of HDFC Business Cycle Fund – Direct Growth?

The minimum SIP amount of HDFC Business Cycle Fund – Direct Growth is ₹100

What are the top sectors HDFC Business Cycle Fund – Direct Growth has invested in?

The top sectors HDFC Business Cycle Fund – Direct Growth has invested in are
  1. Banks - 34.24%
  2. Construction - 7.7%
  3. Telecom-Services - 6.56%
  4. Pharmaceuticals & Biotech - 6.23%
  5. Consumer Durables - 5.32%

Can I make investments in both the SIP and Lump Sum schemes of HDFC Business Cycle Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of HDFC Business Cycle Fund – Direct Growth based on your investment objective and risk tolerance.
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