HDFC Business Cycle Fund Regular - IDCW
HDFC Business Cycle Fund Regular - IDCW: Mutual Fund Overview
HDFC Business Cycle Fund Regular - IDCW is an Thematic-Business Cycle mutual fund with over 3.28 years of performance history. The scheme manages an AUM of ₹2650.13 Cr and has a NAV of ₹13.402. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 4.1%.
Equity, Thematic-Business Cycle, Principal at very high risk
1 Year Return 4.1% at 12 Mar 2026 07:53 PM
Fund Details
NAV 13.402
Sub-Type Thematic-Business Cycle
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 3.28
Fund Size(in Crores) 2650.13
Fund Performance
1 Month -9.36%
3 Month -7.88%
6 Month -10.22%
1 Year 4.1%
3 Year 11.82%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.15%) Market Cap Small Cap 24.7 Mid Cap 19.83 Large Cap 51.62 Top Sectors Financial 28.41 Services 18.02 Healthcare 11.96 Automobile 7.41 Communication 6.08 Consumer Discretionary 5.17 Capital Goods 3.3 Construction 3.12 Materials 3.01 Chemicals 3.01 Energy 2.5 Unclassified 1.26 Textiles 1.12 Consumer Staples 0.87 Technology 0.68 Metals & Mining 0.23 Top Holding Kotak Mahindra Bank 5.16 Titan Company 4.2 Aequs 0.23 Inventurus Knowledge Solutions 0.47 Indusind Bank 2.37 Leela Palaces Hotels 0.93 HDFC Bank 4.05 Home First Finance Company India 1.71 Ambuja Cements 2.33 Eternal 5.08 WeWork India Management 0.5 Ceigall 0.55 RHI Magnesita 0.58 Lupin 1.42 Interglobe Aviation 3.02 Godrej Properties 0.42 Balkrishna Industries 1.3 AU Small Finance Bank 0.38 Mankind Pharma 1.22 JK Tyre & Industries 0.54 Escorts Kubota 0.8 Aether Industries 1.97 Afcons Infrastructure 0.65 ICICI Prudential Asset Management Company 1.26 ACME Solar Holdings 0.61 Bharti Airtel 6.08 Ola Electric Mobility 0.26 CG Power 1.07 Piramal Pharma 0.49 Amagi Media Labs 0.45 SRF 1.04 Cholamandalam Investment and Finance Company 2.67 GR Infraprojects 0.61 Adani Ports and Special Economic Zone 2.88 Shriram Finance 1.57 Chalet Hotels 0.26 JSW Energy 0.38 The Phoenix Mills 0.49 Awfis Space Solutions 0.36 Brainbees Solutions 0.71 Grindwell Norton 0.23 Tata Motors 0.66 Sula Vineyards 0.25 Aditya Birla Real Estate 0.62 Pearl Global Industries 1.12 Aptus Value Housing Finance India 2.47 Anthem Biosciences 3.53 Astral 0.68 Fortis Healthcare 3.37 Clean Max Enviro Energy Solutions 1.89 Bajaj Auto 3.14 Crompton Greaves Con. Electricals 0.26 Timken India 1.27 Sagility 0.67 Sona BLW Precision Forgings 0.71 PNC Infratech 0.4 Aadhar Housing Fin 1 Vishal Mega Mart 2.93 Eris Lifesciences 1.93 ICICI Bank 7.03 Swiggy 0.92
Debt & Others (3.85%) Sector Allocation GOI Securities 1.09 Repo 1.89 Net Payables -0.23 Debt Credit Ratings Debt Category Others 1.66 Embassy Office Parks REIT 1.1 GOI 1.09
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -6.37% Ret 1Y 9.71% Ret 3Y 13.63% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -6.37% Ret 1Y 9.71% Ret 3Y 13.63% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -7.32% Ret 1Y 8.58% Ret 3Y 15.92% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -7.32% Ret 1Y 8.58% Ret 3Y 15.92% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -7.32% Ret 1Y 8.58% Ret 3Y 15.92% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -8.41% Ret 1Y 5.58% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -8.41% Ret 1Y 5.58% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -8.41% Ret 1Y 5.58% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -4.61% Ret 1Y 6.66% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -4.61% Ret 1Y 6.66% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -4.61% Ret 1Y 6.66% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.01%
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) 13
Date of Incorporation 2022-11-30
Total AUM 952319.77
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.
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