HDFC Business Cycle Fund Regular - IDCW

Fund Details

NAV 14.58

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 3.18

Fund Size(in Crores) 2801.47

Fund Performance

1 Month -2.0%

3 Month -2.93%

6 Month -0.78%

1 Year 5.65%

3 Year 14.45%

5 Year 0.0%

Know This Fund

As on 05 Feb 2026

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

Equity (96.24%) Market Cap Small Cap 31.69 Large Cap 43.26 Mid Cap 21.29 Top Sectors Financial 26.43 Services 18.77 Healthcare 11.63 Automobile 8.59 Communication 6.44 Consumer Discretionary 4.84 Construction 4.59 Capital Goods 3.84 Chemicals 3.41 Materials 2.98 Textiles 1.11 Consumer Staples 1.06 Unclassified 1.02 Energy 0.59 Metals & Mining 0.52 Technology 0.42 Top Holding JNK 0.24 Kotak Mahindra Bank 4.43 Titan Company 3.72 Aequs 0.42 Laurus Labs 0.24 Inventurus Knowledge Solutions 0.54 Indusind Bank 2.03 Rubicon Research 0.27 Leela Palaces Hotels 0.84 HDFC Bank 4.28 Ambuja Cements 2.45 Home First Finance Company India 1.25 Eternal 6.33 WeWork India Management 0.58 Ceigall 0.49 RHI Magnesita 0.58 Lupin 1.37 Jain Resource Recycling 0.32 Interglobe Aviation 1.82 Godrej Properties 1.01 Balkrishna Industries 1.2 AU Small Finance Bank 0.37 Mankind Pharma 1.13 JK Tyre & Industries 0.57 Escorts Kubota 1.97 Afcons Infrastructure 0.81 Aether Industries 2.07 ICICI Prudential Asset Management Company 1.02 ACME Solar Holdings 0.59 Bharti Airtel 6.44 Ola Electric Mobility 0.35 CG Power 0.6 Piramal Pharma 0.51 SRF 1.19 Cholamandalam Investment and Finance Company 2.49 GR Infraprojects 0.61 Adani Ports and Special Economic Zone 2.64 Shriram Finance 1.69 Atlanta Electricals 0.11 Chalet Hotels 0.27 JSW Energy 1.1 Ellenbarrie Industrial Gases 0.15 The Phoenix Mills 1.21 Awfis Space Solutions 0.57 Brainbees Solutions 0.88 Grindwell Norton 0.2 Sula Vineyards 0.3 Tata Motors 0.51 Aditya Birla Real Estate 0.76 Pearl Global Industries 1.11 Aptus Value Housing Finance India 2.67 Anthem Biosciences 3.1 Astral 0.53 Fortis Healthcare 2.99 Bajaj Auto 3.39 Crompton Greaves Con. Electricals 0.24 Timken India 1.04 Sagility 0.83 Techno Electric & Eng. Co. 0.17 Sona BLW Precision Forgings 0.6 PNC Infratech 0.46 Aadhar Housing Fin 0.74 Vishal Mega Mart 3.66 Eris Lifesciences 2.02 ICICI Bank 6.48 Swiggy 0.69

Debt & Others (3.76%) Sector Allocation Repo 2.87 Net Payables -0.18 Real Estate Investment Trusts 1.07 Debt Credit Ratings Debt Category Others 2.69 Embassy Office Parks REIT 1.07

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -1.71% Ret 1Y 9.65% Ret 3Y 14.42% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -1.71% Ret 1Y 9.65% Ret 3Y 14.42% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.52% Ret 1Y -1.01% 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) 5

Date of Incorporation 2022-11-30

Total AUM 2025-12-31

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.