- Home
HDFC Business Cycle Fund - Growth Option
HDFC Business Cycle Fund - Growth Option
Category: Equity: Thematic-Business-Cycle
Launch Date: 05-11-2022
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
FM 1 - Mr.Rahul Baijal, FM 2 - Mr.Dhruv Muchhal
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.
Benchmark
NIFTY 500 TRI
Expense Ratio
1.98% As on (31-10-2025)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
2,972.26 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for HDFC Business Cycle Fund - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
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 | 0.7 | -0.36 | 0.86 | - | - | |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.55 |
| Consumer Services | 15.49 |
| Healthcare | 13.62 |
| Capital Goods | 6.71 |
| Automobile and Auto Components | 6.17 |
| Telecommunication | 5.92 |
| Services | 5.59 |
| Consumer Durables | 3.5 |
| Realty | 3.44 |
| Chemicals | 3.27 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| ZOMATO LIMITED EQ | 6.82 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.12 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.92 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.02 |
| VISHAL MEGA MART PRIVATE LIMITED EQ | 3.66 |
| FORTIS HEALTHCARE LIMITED. EQ | 3.26 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 3.24 |
| ANTHEM BIOSCIENCES PRIVATE LIMITED EQ NEW FV Rs. 2/- | 3.19 |
| BAJAJ AUTO LIMITED EQ | 3.04 |
| APTUS VALUE HOUSING FINANCE INDIA LIMITED EQ NEW FV RS.2/- | 2.87 |