HDFC Business Cycle Fund - IDCW Option
Fund House: HDFC Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 30-11-2022 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 1.98% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,924.62 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 30.76% | 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. |
14.606
0.1 (0.6641%)
15.0%
Benchmark: 12.42%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment 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 achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HDFC Business Cycle Fund - IDCW Option | 30-11-2022 | 1.53 | 14.82 | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 10.78 | 19.08 | 17.45 | 24.59 | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 7.95 | 45.78 | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 5.21 | 21.39 | 20.11 | 23.79 | 12.92 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 4.49 | 21.8 | 22.76 | 29.99 | - |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 4.44 | 18.6 | 18.04 | - | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 2.69 | 17.27 | 19.06 | 30.75 | - |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 1.7 | 14.47 | 14.76 | 20.04 | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 0.55 | 29.13 | 28.74 | 28.82 | 15.7 |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | -0.62 | 18.58 | 16.03 | 20.42 | 15.69 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
24.01%
Others
7.05%
NA
0.21%
Large Cap
45.17%
Mid Cap
23.56%
