HDFC Mutual Fundimage

HDFC Business Cycle Fund

EquitySectoral/ThematicAnnual IDCW ReinvestmentIDCW-AnnualIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (24 Aug 26)

15.46

AUM (in Cr)

₹ 2738.86

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
HDFC Business Cycle Fund
4.00
10.06
8.11
3.51
11.52
Nifty 500
1.59
6.74
0.73
5.88
13.06
12.25
Sectoral/Thematic
0.43
5.31
6.60
9.34
15.79
14.05

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

To provide long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
% 1.69
Benchmark
Nifty 500
AUM
₹ 2738.86
Inception Date
-
Turnover Ratio
% 40.10
Exit Load
1% for redemption within 365 days
Asset Class
Equity
Connect with an
Expert
Personalized investment strategies from leading experts