HDFC Business Cycle Fund Regular-Growth

Fund Details

NAV 14.105

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 3.52

Fund Size(in Crores) 2603.95

Fund Performance

1 Month -0.23%

3 Month 2.21%

6 Month -3.53%

1 Year -1.44%

3 Year 10.18%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (89.46%) Market Cap Large Cap 42.05 Mid Cap 23.42 Small Cap 23.99 Top Sectors Financial 25.77 Services 17.69 Healthcare 11.5 Communication 6.21 Consumer Discretionary 5.4 Capital Goods 4.48 Automobile 4.41 Chemicals 3.49 Construction 3.44 Energy 2.88 Unclassified 1.36 Textiles 1.14 Materials 0.94 Technology 0.27 Consumer Staples 0.26 Metals & Mining 0.22 Top Holding Aadhar Housing Fin 1.09 ACME Solar Holdings 0.8 Adani Ports and Special Economic Zone 0.76 Aequs 0.27 Aether Industries 2.45 Afcons Infrastructure 0.76 Ambuja Cements 0.94 Anthem Biosciences 3.9 Aptus Value Housing Finance India 2.68 AU Small Finance Bank 0.41 Awfis Space Solutions 0.43 Bajaj Auto 2.44 Bharat Dynamics 0.97 Bharti Airtel 6.21 Brainbees Solutions 0.79 Ceigall 0.67 CG Power 1.23 Chalet Hotels 0.25 Cholamandalam Investment and Finance Company 2.69 Clean Max Enviro Energy Solutions 2.08 Crompton Greaves Con. Electricals 0.28 Eris Lifesciences 1.91 Escorts Kubota 0.23 Eternal 5.19 Fortis Healthcare 3.35 Godrej Properties 0.45 Grindwell Norton 0.22 GR Infraprojects 0.61 HDFC Bank 3.59 Home First Finance Company India 1.94 ICICI Bank 5.06 ICICI Prudential Asset Management Company 1.36 Indusind Bank 2.31 Interglobe Aviation 2.74 JSW Energy 0.45 Kotak Mahindra Bank 4.96 Leela Palaces Hotels 0.89 Lupin 1.09 Mankind Pharma 1.25 Nuvama Wealth Management 0.09 Ola Electric Mobility 0.38 PB Fintech 1.56 Pearl Global Industries 1.14 PNC Infratech 0.42 RHI Magnesita 0.55 Sagility 0.72 Shriram Finance 0.95 Sona BLW Precision Forgings 0.82 SRF 1.04 Sula Vineyards 0.26 Swiggy 1.25 Tata Motors 0.54 The Phoenix Mills 0.53 Timken India 1.28 Titan Company 4.33 Vishal Mega Mart 3.1 WeWork India Management 0.8

Debt & Others (10.54%) Sector Allocation Net Current Assets 1.32 Repo 7.01 Real Estate Investment Trusts 1.12 Debt Credit Ratings Debt Category GOI 1.09 Embassy Office Parks REIT 1.12 Others 8.33

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.98%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Dhruv Muchhal

Education Mr. Dhruv has done B.Com, CA and CFA

Experience Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells

Rahul Baijal

Education Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering

Experience Prior to joining HDFC Mutual Fund, he has worked with Sundaram Mutual Fund, Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 10

Date of Incorporation 2022-11-30

Total AUM 937047.59

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.