HDFC Business Cycle Fund Regular-IDCW Reinvestment

Fund Details

NAV 14.698

Sub-Type Thematic-Business Cycle

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 3.89

Fund Size(in Crores) 2645.86

Fund Performance

1 Month -2.55%

3 Month -2.94%

6 Month 4.59%

1 Year -3.24%

3 Year 8.81%

5 Year 0.0%

Know This Fund

As on 19 Oct 2026

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

Equity (86.92%) Market Cap Small Cap 30.77 Large Cap 36.92 Mid Cap 19.23 Top Sectors Financial 26.16 Services 14.57 Healthcare 10.25 Capital Goods 7.69 Communication 5.69 Consumer Discretionary 5.06 Energy 4.41 Automobile 3.69 Textiles 3.28 Chemicals 2.95 Construction 2.32 Metals & Mining 0.27 Technology 0.23 Consumer Staples 0.2 Insurance 0.15 Top Holding Kotak Mahindra Bank 5.31 Titan Company 4.46 Tempsens Instruments (India) 0.11 Indusind Bank 2.24 GE Vernova T&D 1.2 Leela Palaces Hotels 1.03 HDFC Bank 3.24 INDO-MIM 0.24 Axis Bank 0.46 Home First Finance Company India 2.23 Eternal 2.86 Ceigall 0.25 RHI Magnesita 0.51 WeWork India Management 0.5 Rentomojo 0.38 Shiprocket 0.23 Interglobe Aviation 1.16 Star Health and Allied Insurance Company 0.15 Global Health 1.16 Mankind Pharma 1.37 Glass Wall Systems (India) 1.17 Aether Industries 1.94 Afcons Infrastructure 0.12 ICICI Prudential Asset Management Company 1.27 ACME Solar Holdings 2.03 Bharti Airtel 5.69 CG Power 0.88 Ola Electric Mobility 0.38 Le Travenues Technology 1.17 Torrent Pharmaceuticals 0.54 SRF 1.01 Cholamandalam Investment and Finance Company 2.28 GR Infraprojects 0.52 Adani Ports and Special Economic Zone 0.81 Chalet Hotels 0.93 JSW Energy 0.39 Awfis Space Solutions 0.3 Brainbees Solutions 0.39 Grindwell Norton 0.27 Sula Vineyards 0.2 KSB 1.31 Pearl Global Industries 3.28 Aptus Value Housing Finance India 1.75 Anthem Biosciences 3.78 Fortis Healthcare 1.71 Bharat Dynamics 1.3 Clean Max Enviro Energy Solutions 2.38 Bajaj Auto 2.23 Crompton Greaves Con. Electricals 0.21 PB Fintech 0.98 Timken India 0.85 Sona BLW Precision Forgings 0.56 Bosch 0.52 PNC Infratech 0.26 Aadhar Housing Fin 2.17 Vishal Mega Mart 2.52 Eris Lifesciences 1.69 ICICI Bank 5.21 Dhoot Transmission 0.65 Swiggy 1.93 Lumino Industries 0.25

Debt & Others (13.080000000000002%) Sector Allocation GOI Securities 1.07 Repo 10.92 Net Payables -0.04 Debt Credit Ratings Debt Category Others 10.88 Embassy Office Parks REIT 1.13 GOI 1.07

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -1.64% Ret 1Y 0.64% Ret 3Y 10.53% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -1.64% Ret 1Y 0.64% Ret 3Y 10.53% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.84% Ret 1Y -1.07% Ret 3Y 10.98% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.84% Ret 1Y -1.07% Ret 3Y 10.98% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.84% Ret 1Y -1.07% Ret 3Y 10.98% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -0.55% Ret 1Y -6.43% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -0.55% Ret 1Y -6.43% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -0.55% Ret 1Y -6.43% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -0.52% Ret 1Y 1.17% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -0.52% Ret 1Y 1.17% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -0.52% Ret 1Y 1.17% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.13%

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) 6

Date of Incorporation 2022-11-30

Total AUM 934075.65

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.