HDFC Mutual Fundimage

HDFC Business Cycle Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (29 Sep 25)

14.61

AUM (in Cr)

₹ 2888.32

1 Year CAGR

% -6.55

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
HDFC Business Cycle Fund
-1.35
-0.59
8.27
-6.55
Nifty 500
-1.17
-0.50
14.14
-3.59
15.25
19.75
Sectoral/Thematic
1.18
-1.42
9.35
-8.59
16.52
18.39

Note:  Benchmark Performance is not available due to periodic changes in underlying Benchmark composition. Performance related to other similar category of funds are displayed here. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

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
% 1.98
Benchmark
Nifty 500
AUM
₹ 2888.32
Inception Date
11 Nov 2022
Turnover Ratio
% 67.17
Exit Load
In respect of each purchase / switchin of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
Asset Class
Equity
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