HDFC Business Cycle Fund - IDCW Option
Category: Equity: Thematic-Others
Launch Date: 30-11-2022
AUM:
₹ 2,762.36 Cr
Expense Ratio
1.98%
Benchmark
NIFTY 500 TRI
ISIN
INF179KC1EC3
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 - IDCW Option | 2.81 | - | - |
| NIFTY 500 TRI | 5.95 | 15.33 | 23.64 |
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
13.663
Last change
-0.03 (-0.1976%)
Fund Size (AUM)
₹ 2,762.36 Cr
Performance
13.74% (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 LIMITED EQ NEW FV RS. 2/- | 8.45 |
| TATA MOTORS LIMITED EQ NEW FV RS. 2/- | 8.23 |
| TREPS - Tri-party Repo | 7.97 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 7.81 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 6.92 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 5.84 |
| ZOMATO LIMITED EQ | 5.17 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.0 |
| INFOSYS LIMITED EQ FV RS 5 | 3.7 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.18 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.71 |
| Construction | 9.42 |
| Automobile and Auto Components | 8.75 |
| N/A | 7.88 |
| Telecommunication | 7.81 |
| Information Technology | 7.68 |
| Healthcare | 7.04 |
| Consumer Services | 6.06 |
| Capital Goods | 4.63 |
| Realty | 3.92 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HDFC Business Cycle Fund IDCW | 0.0 |
| Sundaram Services Reg Gr | 26.9 |
| ICICI Pru India Opportunities Cum | 32.91 |
| ICICI Pru Exports & Services Gr | 26.99 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 0.0 |
| HDFC Defence Fund Gr | 0.0 |
| Kotak Pioneer Fund Reg Gr | 26.61 |
| Franklin India Opportunities Gr | 31.33 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |