What is the NAV of HDFC Business Cycle Fund?
The Current NAV of HDFC Business Cycle Fund is ₹14.28, as of 13th June 2025What are the returns of HDFC Business Cycle Fund?
The HDFC Business Cycle Fund has been there since 30th November 2022- 1 Year Returns: 3.05
What are the top 5 sectors holdings of HDFC Business Cycle Fund?
The top sectors HDFC Business Cycle Fund has invested in are as for 30th 11 2022 are as follows -- Private Banks | 20.84%
- Construction & Engineering | 12.30%
- Telecom Services | 7.19%
- Miscellaneous | 6.66%
- Retail - Online | 5.18%
What are the top 5 holdings HDFC Business Cycle Fund?
The top 5 holdings for HDFC Business Cycle Fund are- Larsen and Toubro Ltd | 8.75%
- ICICI Bank Ltd | 8.66%
- Bharti Airtel Ltd | 6.73%
- TREPS - Tri-party Repo | 6.08%
- Zomato Ltd | 5.18%
What is the asset allocation of HDFC Business Cycle Fund?
The HDFC Business Cycle Fund is a plan that invests- Equity | 93.40%
- Cash & Equivalents | 4.54%
- REITs & InvIT | 2.06%
How to invest in HDFC Business Cycle Fund?
If you wish to invest in HDFC Business Cycle Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the HDFC Business Cycle Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in HDFC Business Cycle Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of HDFC Business Cycle Fund?
The AUM of HDFC Business Cycle Fund is 2856.70 Cr as of 13th June 2025What is the expense ratio of HDFC Business Cycle Fund Plan?
The expense ratio of HDFC Business Cycle Fund Plan is 1.97How to exit HDFC Business Cycle Fund?
If you have invested in HDFC Business Cycle Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of HDFC Business Cycle Fund?
The alpha ratio for the HDFC Business Cycle Fund is 2.04
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of HDFC Business Cycle Fund?
The volatility or standard deviation for the HDFC Business Cycle Fund is 14.05
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of HDFC Business Cycle Fund?
The sharpe ratio for the HDFC Business Cycle Fund is -0.04
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of HDFC Business Cycle Fund?
The Sortino ratio for the HDFC Business Cycle Fund is -0.00
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of HDFC Business Cycle Fund?
The PE ratio (price-to-earnings) of the HDFC Business Cycle Fund is 32.31 while category PE ratio is 44.321. Test MF FAQ for Mutual Fund HDFC Business Cycle Fund Shares?
The Current NAV of HDFC Business Cycle Fund is ₹14.28, as of 13th June 20255. Test MF FAQ Is there any lock-in period for HDFC Business Cycle Fund Plan?
There is a lock in period of N/A for HDFC Business Cycle Fund
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HDFC Business Cycle Fund Standard Growth
GrowthRegular
14.280.72% (-0.10)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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HDFC Business Cycle Fund Performance & Key Metrics
HDFC Business Cycle Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.97 | 32.31 | -0.04 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.45 | 44.32 | 0.02 |
HDFC Business Cycle Fund Scheme InfoHDFC Business Cycle Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Thematic Fund
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
HDFC Business Cycle Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
HDFC Business Cycle Fund Asset Allocation
HDFC Business Cycle Fund Asset Allocation
Actual
Target
Mar 2024
May 2024
Sep 2024
Nov 2024
Mar 2024
May 2024
Sep 2024
Nov 2024
HDFC Business Cycle Fund Sector Distribution
HDFC Business Cycle Fund Sector Distribution
Mar 2024
May 2024
Sep 2024
Nov 2024
HDFC Business Cycle Fund Sector Weightage
HDFC Business Cycle Fund Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
HDFC Business Cycle Fund Current Holdings
HDFC Business Cycle Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
8.75 %
8.75 %Holdings
8.66 %
8.66 %Holdings
6.73 %
6.73 %
AMC Profile of HDFC Business Cycle Fund
AMC Profile of HDFC Business Cycle Fund
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
83
Total AUM
₹ 8,06,227.99 Cr.
HDFC Business Cycle Fund Manager Details
HDFC Business Cycle Fund Manager Details
HDFC Business Cycle Fund Manager Profile
HDFC Business Cycle Fund Manager Profile
Rahul Baijal
AUM: ₹47,821.05 Cr.
|
Exp: 10yrs
Qualification
B.E., MBA
Past Experience
Data not available
Funds Managed (8)
Equity (8)
Growth
3.13%
3.13%
19.90%
19.90%
1.61%
1.61%
Growth
3.76%
3.76%
20.61%
20.61%
1.01%
1.01%
Growth
4.24%
4.24%
—
—
0.83%
0.83%
Growth
-8.68%
-8.68%
—
—
1.24%
1.24%
Growth
-9.76%
-9.76%
—
—
2.43%
2.43%
Growth
13.44%
13.44%
—
—
0.71%
0.71%
Growth
12.21%
12.21%
—
—
1.77%
1.77%
Growth
3.05%
3.05%
—
—
1.97%
1.97%
HDFC Business Cycle Fund Manager Performance (0)
HDFC Business Cycle Fund Manager Performance (0)
Equity: Thematic Fund
HDFC Business Cycle Fund Tax Implications
HDFC Business Cycle Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
+
-
You make
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%