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HDFC Business Cycle Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.95 | 46.23 | 0.53 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.41 | 49.36 | 0.25 |
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
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.
Asset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Larsen and Toubro Ltd3M change : 0.48 %
Holdings
7.56 %
0.48 % - ICICI Bank Ltd3M change : -1.54 %
Holdings
7.41 %
-1.54 % - Bharti Airtel Ltd3M change : -0.03 %
Holdings
6.60 %
-0.03 %
AMC Profile
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
₹ 7,63,148.71 Cr.
Fund Manager Profile
Rahul Baijal
AUM: ₹39,589.41 Cr.
|
Exp: 10yrs
Qualification
B.E., MBA
Past Experience
Data not available
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%