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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | - | - | - | 14.4% | ||||
Category Average | 19.5% | 24.2% | 14.8% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
ICICI Bank | Banks | Equity | 9.27% |
HDFC Bank | Banks | Equity | 7.86% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 6.87% |
Bharti Airtel | Telecomm-Service | Equity | 6.38% |
Axis Bank | Banks | Equity | 5.59% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 5.1% |
Kotak Mah. Bank | Banks | Equity | 4.18% |
Infosys | IT - Software | Equity | 4.03% |
Tata Motors | Automobile | Equity | 3.94% |
IndusInd Bank | Banks | Equity | 3.84% |
SRF | Chemicals | Equity | 3.15% |
Titan Company | Diamond, Gems and Jewellery | Equity | 2.86% |
Apollo Hospitals | Healthcare | Equity | 2.71% |
St Bk of India | Banks | Equity | 2.59% |
Dabur India | FMCG | Equity | 2.25% |
Astral | Plastic products | Equity | 2.06% |
Delhivery | Logistics | Equity | 1.99% |
Cholaman.Inv.&Fn | Finance | Equity | 1.87% |
Hind.Aeronautics | Capital Goods-Non Electrical Equipment | Equity | 1.81% |
Fortis Health. | Healthcare | Equity | 1.29% |
Zee Entertainmen | Entertainment | Equity | 1.28% |
Phoenix Mills | Realty | Equity | 1.24% |
Mankind Pharma | Trading | Equity | 1.19% |
AAVAS Financiers | Finance | Equity | 1.11% |
RHI Magnesita | Refractories | Equity | 1.1% |
Bharat Electron | Electronics | Equity | 1.09% |
Aether Industri. | Chemicals | Equity | 1.02% |
Crompton Gr. Con | Consumer Durables | Equity | 0.92% |
Bharat Dynamics | Capital Goods-Non Electrical Equipment | Equity | 0.83% |
Navin Fluo.Intl. | Chemicals | Equity | 0.64% |
PNC Infratech | Construction | Equity | 0.63% |
Sona BLW Precis. | Auto Ancillaries | Equity | 0.63% |
Westlife Food | Quick Service Restaurant | Equity | 0.61% |
KSB | Capital Goods-Non Electrical Equipment | Equity | 0.43% |
SBI Life Insuran | Insurance | Equity | 0.4% |
DLF | Realty | Equity | 0.37% |
Team Lease Serv. | Miscellaneous | Equity | 0.36% |
KNR Construct. | Construction | Equity | 0.35% |
Mphasis | IT - Software | Equity | 0.27% |
Sula Vineyards | Alcoholic Beverages | Equity | 0.26% |
Grindwell Norton | Capital Goods-Non Electrical Equipment | Equity | 0.25% |
ION Exchange | Capital Goods-Non Electrical Equipment | Equity | 0.18% |
Sapphire Foods | Quick Service Restaurant | Equity | 0.18% |
Dixon Technolog. | Consumer Durables | Equity | 0.13% |
Sectors | Asset |
---|---|
Banks | 34.24% |
Construction | 7.7% |
Telecom-Services | 6.56% |
Pharmaceuticals & Biotech | 6.23% |
Consumer Durables | 5.32% |
Automobiles | 4.54% |
Chemicals & Petrochemical | 4.47% |
Healthcare Services | 4.21% |
Debt | 4.2% |
IT-Software | 4.01% |
Aerospace & Defense | 3.78% |
Industrial Products | 3.29% |
Finance | 2.87% |
Personal Products | 2.32% |
Transport Services | 1.79% |
Realty | 1.18% |
Entertainment | 1.17% |
Auto Components | 0.67% |
Leisure Services | 0.6% |
Insurance | 0.39% |
Commercial Services & Sup | 0.35% |
Cash & Others | 0.07% |
IT-Hardware | 0.04% |
Advance Ratio
Exit Load
Exit Load | In respect of each purchase/Switch-in of units, an Exit load of 1% 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. |
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Fund 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.
Fund Managers
Rahul Baijal
Mr Rahul Baijal, PGDM (MBA), joined Sundaram MF as a Fund Manager Equity in July 2016. Presently, he works as the Senior Fund Manager in the Equity Team. He has an experience of more than twenty (20) years in fund management and equity research in companies like Bharti AXA Life Insurance, Credit Suisse Securities, Standard Chartered Bank, etc. Mr Baijal received the coveted title of ‘The 4th Best Fund Manager in India’ in the three-year category in February 2020. He was also ranked the number one equity fund manager from 2016-19.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
ICICI Pru Infrastructure Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 2,986
-
40%Fund Size - 2,986
-
47.1%Fund Size - 2,986
-
21.6%Fund Size - 2,986
-
Franklin Build India Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 1,506
-
40.1%Fund Size - 1,506
-
43.1%Fund Size - 1,506
-
20.2%Fund Size - 1,506
-
LIC MF Infrastructure Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 116
-
30.6%Fund Size - 116
-
36.7%Fund Size - 116
-
19.2%Fund Size - 116
-
Franklin India Opportunities Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 1,177
-
33.6%Fund Size - 1,177
-
30.3%Fund Size - 1,177
-
17.9%Fund Size - 1,177
-
ICICI Pru Banking & Financial Services – Dir Growth- Equity .
- Sectoral / Thematic .
-
- 6,740
-
19.4%Fund Size - 6,740
-
28.2%Fund Size - 6,740
-
13.6%Fund Size - 6,740
AMC Contact Details
Frequently Asked Questions
How to invest in HDFC Business Cycle Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Business Cycle Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Business Cycle Fund – Direct Growth ?
How to redeem HDFC Business Cycle Fund – Direct Growth holding ?
What is PE and PB ratio of HDFC Business Cycle Fund – Direct Growth?
What are the top stock holdings of HDFC Business Cycle Fund – Direct Growth?
- ICICI Bank - 9.27%
- HDFC Bank - 7.86%
- Larsen & Toubro - 6.87%
- Bharti Airtel - 6.38%
- Axis Bank - 5.59%
How can I redeem my investments in HDFC Business Cycle Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Business Cycle Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have HDFC Business Cycle Fund – Direct Growth generated ?
What is the expense ratio of HDFC Business Cycle Fund – Direct Growth ?
What is the AUM of HDFC Business Cycle Fund – Direct Growth?
What is the minimum sip amount of HDFC Business Cycle Fund – Direct Growth?
What are the top sectors HDFC Business Cycle Fund – Direct Growth has invested in?
- Banks - 34.24%
- Construction - 7.7%
- Telecom-Services - 6.56%
- Pharmaceuticals & Biotech - 6.23%
- Consumer Durables - 5.32%