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HDFC Mutual Fund · Equity: Thematic-Business-Cycle
HDFC Business Cycle Fund - Growth Option
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 TRITER · 2.70%Inception · 05-11-2022
NAV
₹14.13
+1.02% · as of 14-05-2026
Since inception
10.50%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹26 Cr
AUM
Expense ratio
2.70%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +10.50% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.98%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.54%
TREPS - Tri-party Repo5.98%
ZOMATO LIMITED EQ5.36%
Kotak Mahindra Bank Limited4.98%
TITAN COMPANY LIMITED EQ NEW Re.1/-4.36%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.79%
ANTHEM BIOSCIENCES PRIVATE LIMITED EQ NEW FV Rs. 2/-3.75%
FORTIS HEALTHCARE LIMITED. EQ3.22%
BAJAJ AUTO LIMITED EQ3.14%
Sector allocation
Financial Services28.32%
Healthcare12.41%
Consumer Services11.22%
Telecommunication6.54%
Automobile and Auto Components5.41%
Consumer Durables4.62%
Capital Goods4.58%
Services4.31%
Chemicals3.69%
Power2.76%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 10.5% p.a.₹10,000
10 years
Projected value
₹21,26,594
Invested: ₹12,00,000
Gained: ₹9,26,594
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
R
Rahul Baijal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150803
ISIN (Growth)
INF179KC1EB5
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India Business Cycle Fund Gr
₹12.86
1Y
+14.1%
3Y
+0.0%
5Y
+0.0%
Mahindra Manulife Business Cycle Fund Reg Gr
₹15.23
1Y
+6.7%
3Y
+0.0%
5Y
+0.0%
DSP Business Cycle Fund Reg Gr
₹10.09
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Union Business Cycle Reg Gr
₹11.22
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Kotak Business Cycle Fund Reg Gr
₹16.01
1Y
+4.2%
3Y
+16.2%
5Y
+0.0%
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