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HDFC Business Cycle Fund

Growth
14.831.76% (-0.26)

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HDFC Business Cycle Fund

Growth
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 3,011 Cr
Very High RiskPrinciple investment will be at very high risk
14.831.76% (-0.26)

Price Chart

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Returns
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1M
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SIP
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1M
6M
1Y
3Y
5Y
Max
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EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 3,011 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7942.891.22
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3947.890.49

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 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.

Peers & Comparison

Comparing 3 mutual funds from 
EquityThematic Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HDFC Business Cycle Fund19.03%—21.11%
ICICI Pru India Opp Fund27.09%28.92%24.19%
SBI Innovative Opportunities Fund———
Axis India Manufacturing Fund——37.10%

Price Comparison

Compare HDFC Business Cycle Fund with any MF, ETF, stock or index
Compare HDFC Business Cycle Fund with any MF, ETF, stock or index
HDFC Business Cycle Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
REITs & InvITCash & EquivalentsEquity2.06%4.54%93.40%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+26 moreRetail - OnlineMiscellaneousTelecom ServicesConstruction & EngineeringPrivate Banks47.56 %5.45 %6.66 %7.19 %12.30 %20.84 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2430.35%32.46%31.63%28.52%25.41%20.84%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Larsen and Toubro Ltd
    LT
    3M change : 1.49 %

    Holdings

    8.75 %

    1.49 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : -0.14 %

    Holdings

    8.66 %

    -0.14 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 0.45 %

    Holdings

    6.73 %

    0.45 %

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

    ₹ 7,71,393.51 Cr.

Fund Manager Profile

Rahul Baijal

AUM:  ₹40,231.54 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Qualification

B.E., MBA

Past Experience

Data not available

Funds Managed (6)

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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HDFC Business Cycle Fund

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HDFC Business Cycle Fund - Tamil

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HDFC Business Cycle Fund - Bengali

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NFO Alert - WhiteOak Capital, HDFC , Edelweiss and Canara Robeco Mutual Funds | Mutual fund NFO

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HDFC Business Cycle Fund - Hindi

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HDFC Business Cycle Fund - Gujarati

2 years ago•HDFC Mutual Fund