HDFC Business Cycle Fund - Growth Option
Fund House: HDFC Mutual Fund
Category: Equity: Thematic-Business-Cycle
Status: Open Ended Schemes
Launch Date: 05-11-2022
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: NIFTY 500 TRI
Total Assets: 2801.48 As on (31-12-2025)
Expense Ratio: 1.99% As on (31-12-2025)
Turn over: 81.00% | Exit Load: In respect of each purchase/switch-in of units, an Exit Load of 1.00% 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. In respect of Systematic Transactions such as SIP, Flex SIP, STP, Flex STP, Swing STP, Exit Load, if any, prevailing on the date of registration / enrolment shall be levied.
NAV as on 16-01-2026
14.538
-0.071
CAGR Since Inception
12.66%
NIFTY 500 TRI 12.38%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| HDFC Business Cycle Fund - Growth Option | 4.42 | 14.14 | - | - | 12.66 |
| NIFTY 500 TRI | 9.28 | 16.45 | 15.66 | 15.39 | 12.38 |
| Equity: Thematic-Business-Cycle | 4.4 | 17.16 | 18.62 | 14.14 | 10.6 |
Funds Manager
FM 1 - Mr.Rahul Baijal, FM 2 - Mr.Dhruv Muchhal
RETURNS CALCULATORS for HDFC Business Cycle Fund - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of HDFC Business Cycle Fund - Growth Option
Portfolio Holdings
Sector Allocation
PEER COMPARISION of HDFC Business Cycle Fund - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| HDFC Business Cycle Fund Gr | 05-11-2022 | 4.42 | 6.02 | 14.14 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 16.46 | 15.84 | 21.91 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | 10.5 | 13.72 | 0.0 | 0.0 | 0.0 |
| DSP Business Cycle Fund Reg Gr | 17-12-2024 | 8.03 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 7.22 | 9.94 | 14.1 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 6.38 | 0.0 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 6.13 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 6.1 | 10.2 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 6.08 | 13.71 | 17.39 | 0.0 | 0.0 |
| Edelweiss Business Cycle Fund Reg Gr | 30-07-2024 | 3.52 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
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 | 0.69 | -1.31 | 0.87 | - | - | |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |