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Apr 16, 2026


Category Equity
AUM (Cr.) 2,334.25
Exit Load (%) 1.00
Min Inv Lumpsum 100
Expense Ratio 2.00
Sharpe Ratio -3.56
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 Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - HDFC Business Cycle Fund - Regular (G) 7.37 -7.5 4.97 12.44 0 10.57
Benchmark - Nifty 500 TRI 5.65 -3.08 7.2 15.85 14.19 0
Category Average - BEST EQUITY PERFORMERS 6.41 -2.58 9.33 18.28 15.4 9.11
Category Rank 4/10 4/10 2/10 5/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant PSU Fund - Regular (IDCW) 10.5565 3.57 7.78 0.00 0.00 418.03 2.47 5,000.00 invest
Quant PSU Fund - Regular (G) 10.5568 3.57 7.78 0.00 0.00 418.03 2.47 5,000.00 invest
Motilal Oswal Digital India Fund - Regular (G) 8.7092 3.16 3.11 0.00 0.00 654.74 2.34 500.00 invest
Motilal Oswal Digital India Fund - Regular (IDCW) 8.7092 3.16 3.11 0.00 0.00 654.74 2.34 500.00 invest
Quant Healthcare Fund - Regular (IDCW) 15.2933 -0.86 8.06 0.00 0.00 326.63 2.42 5,000.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - HDFC Business Cycle Fund - Regular (G) 7.37 -7.5 4.97 12.44 0 10.57
Benchmark - Nifty 500 TRI 5.65 -3.08 7.2 15.85 14.19 0
Category Average - BEST EQUITY PERFORMERS 6.41 -2.58 9.33 18.28 15.4 9.11
Category Rank 4/10 4/10 2/10 5/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant PSU Fund - Regular (IDCW) 10.5565 3.57 7.78 0.00 0.00 418.03 2.47 5,000.00 invest
Quant PSU Fund - Regular (G) 10.5568 3.57 7.78 0.00 0.00 418.03 2.47 5,000.00 invest
Motilal Oswal Digital India Fund - Regular (G) 8.7092 3.16 3.11 0.00 0.00 654.74 2.34 500.00 invest
Motilal Oswal Digital India Fund - Regular (IDCW) 8.7092 3.16 3.11 0.00 0.00 654.74 2.34 500.00 invest
Quant Healthcare Fund - Regular (IDCW) 15.2933 -0.86 8.06 0.00 0.00 326.63 2.42 5,000.00 invest

Asset Allocation

Asset Legend Asset 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
Reverse Repo-TREPS Jan 31, 2026 188.92 7.05 135.33
Equity-ICICI Bank Jan 31, 2026 183.20 6.84 0.90
Equity-Bharti Airtel Jan 31, 2026 168.72 6.30 -6.50
Equity-Eternal Jan 31, 2026 149.55 5.58 -15.64
Equity-Kotak Mah. Bank Jan 31, 2026 122.04 4.56 -1.56
Equity-HDFC Bank Jan 31, 2026 112.44 4.20 -6.25
Equity-Titan Company Jan 31, 2026 102.38 3.82 -1.83
Equity-Vishal Mega Mart Jan 31, 2026 83.11 3.10 -18.89
Equity-Fortis Health. Jan 31, 2026 80.57 3.01 -3.68
Equity-Bajaj Auto Jan 31, 2026 80.14 2.99 -15.49

latest news

SCHEME DETAILS

AMC Name
HDFC Mutual Fund
Fund Name
HDFC Business Cycle Fund - Regular (G)
Contact Person
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