HDFC Business Cycle Fund - Growth Option
Category: Equity: Thematic-Others
Launch Date: 02-11-2022
AUM:
₹ 2,970.53 Cr
Expense Ratio
1.95%
Benchmark
NIFTY 500 TRI
ISIN
INF179KC1EB5
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
500
Fund Manager
Rahul Baijal, Dhruv Muchhal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HDFC Business Cycle Fund - Growth Option | 27.52 | - | - |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
12.983
Last change
0.1 (0.7548%)
Fund Size (AUM)
₹ 2,970.53 Cr
Performance
19.58% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks 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.
Fund Manager
Rahul Baijal, Dhruv Muchhal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 10.19 |
| HDFC Bank Ltd. | 7.57 |
| Larsen & Toubro Ltd. | 7.47 |
| Others | 6.72 |
| Bharti Airtel Ltd. | 5.54 |
| Axis Bank Ltd. | 5.48 |
| Infosys Ltd. | 4.66 |
| Kotak Mahindra Bank Ltd. | 4.29 |
| Tata Motors Ltd. | 4.12 |
| Indusind Bank Ltd. | 4.12 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 34.28 |
| Construction | 12.62 |
| Capital Goods | 7.36 |
| Technology | 6.61 |
| Healthcare | 6.12 |
| Communication | 5.84 |
| Consumer Discretionary | 5.47 |
| Others | 5.25 |
| Automobile | 4.18 |
| Services | 3.09 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HDFC Business Cycle Fund Gr | 0.0 |
| Franklin India Opportunities Gr | 24.91 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HDFC Housing Opportunities Reg Gr | 18.59 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| ICICI Pru India Opportunities Cum | 24.01 |
| SBI Magnum Comma Fund Reg Gr | 22.49 |
| Taurus Ethical Fund Reg Gr | 19.24 |
| ICICI Pru Commodities Gr | 0.0 |