HDFC Business Cycle Fund Regular - Growth

Fund Details

NAV 14.518

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 3.21

Fund Size(in Crores) 2678.2

Fund Performance

1 Month -0.62%

3 Month -2.6%

6 Month -0.6%

1 Year 8.61%

3 Year 14.37%

5 Year 0.0%

Know This Fund

As on 16 Feb 2026

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

Equity (92%) Market Cap Mid Cap 21.43 Large Cap 46.77 Small Cap 23.8 Top Sectors Financial 27.53 Services 17.2 Healthcare 10.87 Automobile 7.11 Communication 6.3 Consumer Discretionary 4.93 Construction 3.6 Capital Goods 3.3 Chemicals 3.18 Materials 2.94 Unclassified 1.19 Textiles 1.12 Technology 1.07 Consumer Staples 0.87 Energy 0.58 Metals & Mining 0.21 Top Holding Indusind Bank 2.2 Mankind Pharma 1.15 Aequs 0.22 Shriram Finance 1.47 The Phoenix Mills 0.49 SRF 1.14 Bajaj Auto 2.99 Cholamandalam Investment and Finance Company 2.49 ACME Solar Holdings 0.58 Sula Vineyards 0.27 Crompton Greaves Con. Electricals 0.22 Tata Motors 0.59 Inventurus Knowledge Solutions 0.53 Kotak Mahindra Bank 4.56 Bharti Airtel 6.3 Eris Lifesciences 1.93 Ola Electric Mobility 0.33 Interglobe Aviation 1.73 Fortis Healthcare 3.01 Aadhar Housing Fin 0.79 CG Power 0.56 Ceigall 0.52 Home First Finance Company India 1.84 GR Infraprojects 0.61 Timken India 1.06 Aditya Birla Real Estate 0.6 Aptus Value Housing Finance India 2.76 RHI Magnesita 0.58 Ambuja Cements 2.35 Pearl Global Industries 1.12 Balkrishna Industries 1.24 Piramal Pharma 0.48 Aether Industries 2.04 Leela Palaces Hotels 0.86 Titan Company 3.82 Awfis Space Solutions 0.47 Adani Ports and Special Economic Zone 2.66 PNC Infratech 0.42 Sagility 0.84 Vishal Mega Mart 3.1 Afcons Infrastructure 0.73 Lupin 1.31 Astral 0.59 ICICI Prudential Asset Management Company 1.19 WeWork India Management 0.57 Grindwell Norton 0.21 Brainbees Solutions 0.89 Amagi Media Labs 0.85 Anthem Biosciences 2.99 HDFC Bank 4.2 ICICI Bank 6.84 JSW Energy 1.1 AU Small Finance Bank 0.38 JK Tyre & Industries 0.55 Escorts Kubota 0.76 Chalet Hotels 0.28 Swiggy 0.58 Godrej Properties 0.83 Eternal 5.58 Sona BLW Precision Forgings 0.65

Debt & Others (8%) Sector Allocation Repo 7.05 Real Estate Investment Trusts 1.12 Net Payables -0.17 Debt Credit Ratings Debt Category Embassy Office Parks REIT 1.12 Others 6.88

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M 0.78% Ret 1Y 11.94% Ret 3Y 14.74% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M 0.78% Ret 1Y 11.94% Ret 3Y 14.74% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.99%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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.

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

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) 7

Date of Incorporation 2022-11-30

Total AUM 2026-01-31

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.