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NRI

Nov 19, 2024

Category

Equity

AUM (Cr.)

2,978.22

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

1.94

Sharpe Ratio

18.18

Beta Ratio

0.00

Fund Manager

Rahul Baijal

Inception Date

Nov 30, 2022

Risk Level

Very High

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.

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Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - HDFC Business Cycle Fund - Regular (G) -6.46 5.65 21.6 0 0 18.45
Benchmark - Nifty 500 TRI -6.02 4.72 26.19 14.04 19.01 0
Category Average - BEST EQUITY PERFORMERS -5.9 6.66 30.15 16.56 21.21 16.27
Category Rank 7/7 7/7 6/7 7/7 7/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 11.4604 2.98 25.58 0.00 0.00 364.14 2.43 500.00 invest
Nippon India Taiwan Equity Fund (G) 11.4604 2.98 25.58 0.00 0.00 364.14 2.43 500.00 invest
SBI Automotive Opportunities Fund - Regular (G) 9.6655 1.62 0.00 0.00 0.00 6,003.23 1.79 5,000.00 invest
SBI Automotive Opportunities Fund - Regular (IDCW) 9.6656 1.62 0.00 0.00 0.00 6,003.23 1.79 5,000.00 invest
SBI Energy Opportunities Fund - Regular (G) 10.1076 -0.49 0.00 0.00 0.00 10,889.77 1.72 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-ICICI Bank Oct 31, 2024 291.66 9.79 1.51
Equity-HDFC Bank Oct 31, 2024 230.85 7.75 0.21
Equity-Larsen & Toubro Oct 31, 2024 223.72 7.51 -1.45
Equity-Bharti Airtel Oct 31, 2024 200.77 6.74 -5.67
Reverse Repo-TREPS Oct 31, 2024 136.95 4.60 -6.62
Equity-Axis Bank Oct 31, 2024 123.49 4.15 -3.17
Equity-Tata Motors Oct 31, 2024 115.10 3.86 -5.90
Equity-Zomato Ltd Oct 31, 2024 93.80 3.15 -11.54
Equity-Infosys Oct 31, 2024 93.13 3.13 -6.31
Equity-Titan Company Oct 31, 2024 90.30 3.03 -14.56

latest news

HDFC MF announces Income Distribution cum capital withdrawal (IDCW) under its scheme

HDFC Mutual Fund has announced 25 November 2024 as the record date for decl...

Nov 21, 2024 09:41

HDFC MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme

HDFC Mutual Fund has announced 21 November 2024 as the record date for decl...

Nov 18, 2024 10:31

HDFC MF announces Income Distribution cum Capital Withdrawal (IDCW) under two schemes

HDFC Mutual Fund has announced 21 November 2024 as the record date for decl...

Nov 18, 2024 09:37

HDFC Mutual Fund announces change in scheme name

HDFC Mutual Fund has announced change in scheme name under the following sc...

Nov 05, 2024 10:57

HDFC MF announces Income Distribution cum capital withdrawal (IDCW) under its scheme

HDFC Mutual Fund has announced 25 October 2024 as the record date for decla...

Oct 23, 2024 16:25

HDFC MF announces Income Distribution cum Capital Withdrawal (IDCW) under two schemes

HDFC Mutual Fund has announced 24 October 2024 as the record date for decla...

Oct 22, 2024 09:41

SCHEME DETAILS

AMC Name : HDFC Mutual Fund
Fund Name : HDFC Business Cycle Fund - Regular (G)
Contact Persone : Rahul Baijal
Registered Address : HDFC House, 2nd Flr, H.T.Parekh Marg,165-166, Backbay Reclamation,Churchgate, Mumbai - 400 020.
Telephone No : 022 - 6631 6333
Fax No. : 022 - 22821144
Email : hello@hdfcfund.com
Website : www.hdfcfund.com