HDFC Business Cycle Fund Direct Growth
Get the latest NAV of HDFC Business Cycle Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹14.64
NAV as on 19 May 2025
16.66%/per year
Since Inception
▲▼
662 people have invested ₹ 14.9L in HDFC Business Cycle Fund Direct Growth in the last three months
HDFC Business Cycle Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (19-May-25)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
HDFC Business Cycle Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HDFC Business Cycle Fund Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 92.9%
Debt & Cash 7.1%
HDFC Business Cycle Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 92.9%
Debt & Cash 7.1%
Top 3 Sectors in April were Financial Services, Securitize & Consumer Cyclical
Financial Services
33%
Consumer Cyclical
20%
Industrial
14%
Financial Services
29%
Securitize
20%
Consumer Cyclical
19%
HDFC Business Cycle Fund Holdings Details
as on (30-Apr-25)
Equity
HDFC Business Cycle Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.84% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹2796 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 |
About HDFC Business Cycle Fund
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 ₹2796 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
HDFC Business Cycle Fund Direct Growth has given a CAGR return of 16.66% since inception. Over the last 1 year the fund has given a CAGR return of 8.44%.
Holdings
HDFC Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Communication, Health, Real Estate, Utilities, Tech, Basic Materials, Consumer Defensive. Its top holdings are ICICI Bank Ltd, Bharti Airtel Ltd, Tata Motors Ltd, Axis Bank Ltd, Eternal 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.
Fund Manager
Rahul Baijal
Fund Manager of HDFC Business Cycle Fund Direct Growth, since 30 November 2022
- AUM of the fund stands at 2.8K Cr as of Apr'25
- AUM has remained same between Apr'25 and Mar'25
More funds from HDFC
5Y CAGR
▲ 40.47
5Y CAGR
▲ 34.85
3Y CAGR
▲ 28.10
5Y CAGR
▲ 34.32
Frequently Asked Questions for HDFC Business Cycle Fund Direct Growth
What is the current NAV of HDFC Business Cycle Fund Direct Growth?
What are the average returns of HDFC Business Cycle Fund Direct Growth?
HDFC Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.47% | 4.47% |
6 Month Returns | 2.04% | 2.04% |
1 Year Returns | 8.44% | 8.44% |
3 Years Returns | 0% | 0% |
How do I invest in HDFC Business Cycle Fund Direct Growth?
- 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.
What is the expense ratio of HDFC Business Cycle Fund Direct Growth?
What is net assets under management (AUM) of HDFC Business Cycle Fund Direct Growth?
What are the top 5 holdings of HDFC Business Cycle Fund Direct Growth?
What are the top 3 sectors that this HDFC Business Cycle Fund Direct Growth has invested in?
What is the alpha of HDFC Business Cycle Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HDFC Business Cycle Fund Direct Growth | -2.05 | - | - |
What is the beta of HDFC Business Cycle Fund Direct Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HDFC Business Cycle Fund Direct Growth | 0.88 | - | - |
What is the sharpe ratio of HDFC Business Cycle Fund Direct Growth?
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HDFC Business Cycle Fund Direct Growth | -0.12 | - | - |
What is the standard deviation of HDFC Business Cycle Fund Direct Growth?
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HDFC Business Cycle Fund Direct Growth | 14.87 | - | - |