HDFC Business Cycle Fund Direct Growth
NAV as on 29-04-2025
₹ 14.12
▲0.8%
1D
Inception Returns
15.4%
/yr
Historical NAV & Returns
About HDFC Business Cycle Fund Direct Growth
HDFC Business Cycle Fund Direct Growth is an equity fund. This fund was started on 30 November, 2022. The fund is managed by Rahul Baijal. The fund could potentially beat inflation in the long-run.
Key Parameters
- HDFC Business Cycle Fund Direct Growth has ₹2762 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
- The fund has an expense ratio 1.
Returns
HDFC Business Cycle Fund Direct Growth has given a CAGR return of 15.39% since inception. Over the last 1 year the fund has given a CAGR return of 5.37%.
Holdings
HDFC Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Securitize, Consumer Cyclical, Industrial, Communication, Health, Tech, Utilities, Basic Materials, Real Estate, Consumer Defensive. Its top holdings are ICICI Bank Ltd, Tata Motors Ltd, Bharti Airtel Ltd, Larsen & Toubro Ltd, Axis Bank Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of HDFC Business Cycle Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC Business Cycle Fund Direct Growth has no lock in period.
HDFC Business Cycle Fund Direct Growth Overview
| Expense ratio | 0.98% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹2762 Cr |
| Inception Date | 30 November, 2022 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 27.33% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (29-Apr-25)
Fund Distribution
as on (31-Mar-25)
- This fund’s returns stands at 5.10% whereas the fund’s underlying benchmark Nifty 500 returns stands at 7.25% as on Mar'25
- This fund underperformed Nifty 500 by 2.15% in Mar'25
- AUM of the fund stands at 2.8K Cr as of Mar'25
- AUM increased by 122.7 Cr between Mar'25 and Feb'25
Top 3 Sectors in March were Financial Services, Securitize & Consumer Cyclical
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 8.45% | 0% | |
 Tata Motors Ltd | 8.23% | 11.6% | |
 Bharti Airtel Ltd | 7.81% | 0% | |
 Larsen & Toubro Ltd | 6.92% | -24.7% | |
 Axis Bank Ltd | 5.84% | 0% |
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
HDFC Business Cycle Fund Direct Growth | 5.37% | - | - | 15.39% |
 Sundaram Services Direct Growth | 17.91% | 19% | 29.6% | 21.5% |
 ICICI Prudential India Opportunities Fund Direct Growth | 15.43% | 24.31% | 35.97% | 23.21% |
ICICI Prudential Business Cycle Fund Direct Growth | 11.51% | 22.27% | - | 23.18% |
Top Growth Drivers | 1M Return |
|---|---|
 ICICI Bank Ltd | 8.4% |
 Bharti Airtel Ltd | 5.7% |
HDFC Business Cycle Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹2762 Cr
Expense Ratio 0.98%
More funds from HDFC
5Y CAGR
▲ 36.43
5Y CAGR
▲ 32.37
5Y CAGR
▲ 31.86
5Y CAGR
▲ 29.37
Frequently Asked Questions for HDFC Business Cycle Fund Direct Growth
HDFC Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 2.05% | 2.05% |
6 Month Returns | -3.58% | -3.58% |
1 Year Returns | 5.37% | 5.37% |
3 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HDFC Business Cycle Fund Direct Growth | -1.49 | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HDFC Business Cycle Fund Direct Growth | 0.88 | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HDFC Business Cycle Fund Direct Growth | -0.06 | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HDFC Business Cycle Fund Direct Growth | 15 | - | - |