HDFC Business Cycle Fund – Direct (IDCW)

₹ 100
Min SIP
₹ 100
Min Lumpsum
0.76 %
Expense Ratio
Rating
3,036
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 July 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 31.8% - - 26.9%
Category Average 36.9% 19.9% 21.2% -

Scheme Allocation

By Holding
By Sector
By Asset
9.61%
7.37%
5.03%
Others
64.85%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 9.61%
HDFC Bank Banks Equity 7.37%
Larsen & Toubro Infrastructure Developers & Operators Equity 7.22%
Bharti Airtel Telecomm-Service Equity 5.92%
Infosys IT - Software Equity 5.03%
Axis Bank Banks Equity 4.77%
Tata Motors Automobile Equity 3.96%
IndusInd Bank Banks Equity 3.89%
Titan Company Diamond, Gems and Jewellery Equity 3.1%
Kotak Mah. Bank Banks Equity 2.88%
Zomato Ltd E-Commerce/App based Aggregator Equity 2.56%
Astral Plastic products Equity 2.22%
Dabur India FMCG Equity 2.16%
Fortis Health. Healthcare Equity 2.06%
Mphasis IT - Software Equity 2.03%
SRF Chemicals Equity 1.95%
JNK Capital Goods-Non Electrical Equipment Equity 1.82%
Whirlpool India Consumer Durables Equity 1.75%
Cholaman.Inv.&Fn Finance Equity 1.73%
Mankind Pharma Pharmaceuticals Equity 1.43%
DLF Realty Equity 1.41%
AAVAS Financiers Finance Equity 1.12%
Crompton Gr. Con Consumer Durables Equity 1.1%
AWFIS Space Miscellaneous Equity 1.08%
JSW Energy Power Generation & Distribution Equity 1.03%
G R Infraproject Infrastructure Developers & Operators Equity 0.9%
Aether Industri. Chemicals Equity 0.89%
Sun Pharma.Inds. Pharmaceuticals Equity 0.88%
Apollo Hospitals Healthcare Equity 0.87%
RHI Magnesita Refractories Equity 0.86%
Delhivery Logistics Equity 0.86%
PNC Infratech Infrastructure Developers & Operators Equity 0.82%
Hindalco Inds. Non Ferrous Metals Equity 0.78%
Hind.Aeronautics Aerospace & Defence Equity 0.76%
Aadhar Hsg. Fin. Finance Equity 0.75%
Vedant Fashions Retail Equity 0.74%
Siemens Capital Goods - Electrical Equipment Equity 0.72%
Timken India Bearings Equity 0.7%
Indraprastha Gas Gas Distribution Equity 0.66%
Sula Vineyards Alcoholic Beverages Equity 0.64%
KSB Capital Goods-Non Electrical Equipment Equity 0.63%
Westlife Food Quick Service Restaurant Equity 0.61%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.52%
Blue Jet Health Pharmaceuticals Equity 0.49%
ION Exchange Capital Goods-Non Electrical Equipment Equity 0.45%
Navin Fluo.Intl. Chemicals Equity 0.44%
Bharat Electron Aerospace & Defence Equity 0.4%
KNR Construct. Infrastructure Developers & Operators Equity 0.39%
Sapphire Foods Quick Service Restaurant Equity 0.38%
Bharti Hexacom Telecomm-Service Equity 0.37%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.32%
Blue Dart Expres Logistics Equity 0.31%
Team Lease Serv. Miscellaneous Equity 0.29%
CG Power & Ind Capital Goods - Electrical Equipment Equity 0.28%
Epack Durable Consumer Durables Equity 0.28%
Volt.Transform. Capital Goods - Electrical Equipment Equity 0.24%
Chalet Hotels Hotels & Restaurants Equity 0.21%
Phoenix Mills Realty Equity 0.2%
Dixon Technolog. Consumer Durables Equity 0.05%
Sona BLW Precis. Auto Ancillaries Equity 0%
Banks
27.83%
Construction
9.96%
IT-Software
6.69%
Telecom-Services
6.24%
Consumer Durables
5.65%
Others
43.63%
View all Sectors
Sectors Asset
Banks 27.83%
Construction 9.96%
IT-Software 6.69%
Telecom-Services 6.24%
Consumer Durables 5.65%
Industrial Products 5.3%
Automobiles 3.86%
Aerospace & Defense 3.53%
Finance 3.25%
Healthcare Services 3.21%
Chemicals & Petrochemical 3.07%
Pharmaceuticals & Biotech 2.86%
Debt 2.61%
Retailing 2.56%
Personal Products 2.05%
Industrial Manufacturing 1.45%
Realty 1.39%
Leisure Services 1.21%
Electrical Equipments 1.19%
Transport Services 1.15%
Non-Ferrous Metals 0.81%
Commercial Services & Sup 0.79%
Beverages 0.7%
Other Utilities 0.41%
Cash & Others 0.15%
Auto Components 0.07%
Equity
97.89%
REITs
1.95%
Reverse Repos
1.17%
Net Curr Ass/Net Receivables
-1.01%
Others
0%

Advance Ratio

2.6
Alpha
3.19
SD
0.88
Beta
1.58
Sharpe

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.

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

AMC Contact Details

HDFC Mutual Fund
AUM:
6,76,798 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com

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Frequently Asked Questions

How to invest in HDFC Business Cycle Fund – Direct (IDCW) ?

You can invest in HDFC Business Cycle Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HDFC Business Cycle Fund – Direct (IDCW) 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 (IDCW) ?

The NAV of HDFC Business Cycle Fund – Direct (IDCW) is ₹14.7 as of 23 July 2024.

How to redeem HDFC Business Cycle Fund – Direct (IDCW) holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HDFC Business Cycle Fund – Direct (IDCW)?

The minimum SIP amount of HDFC Business Cycle Fund – Direct (IDCW) is ₹100

What are the top sectors HDFC Business Cycle Fund – Direct (IDCW) has invested in?

The top sectors HDFC Business Cycle Fund – Direct (IDCW) has invested in are
  1. Banks - 27.83%
  2. Construction - 9.96%
  3. IT-Software - 6.69%
  4. Telecom-Services - 6.24%
  5. Consumer Durables - 5.65%

Can I make investments in both the SIP and Lump Sum schemes of HDFC Business Cycle Fund – Direct (IDCW)?

Yes, You can select both SIP or Lumpsum investment of HDFC Business Cycle Fund – Direct (IDCW) based on your investment objective and risk tolerance.

How much returns have HDFC Business Cycle Fund – Direct (IDCW) generated ?

The HDFC Business Cycle Fund – Direct (IDCW) has delivered 26.9% since inception

What is the expense ratio of HDFC Business Cycle Fund – Direct (IDCW) ?

The expense ratio of HDFC Business Cycle Fund – Direct (IDCW) is 0.76 % as of 23 July 2024.

What is the AUM of HDFC Business Cycle Fund – Direct (IDCW)?

The AUM of HDFC Business Cycle Fund – Direct (IDCW) is ₹6,76,798 Cr as of 23 July 2024

What are the top stock holdings of HDFC Business Cycle Fund – Direct (IDCW)?

The top stock holdings of HDFC Business Cycle Fund – Direct (IDCW) are
  1. ICICI Bank - 9.61%
  2. HDFC Bank - 7.37%
  3. Larsen & Toubro - 7.22%
  4. Bharti Airtel - 5.92%
  5. Infosys - 5.03%

How can I redeem my investments in HDFC Business Cycle Fund – Direct (IDCW)?

Step 1: Visit the fund house's website
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 (IDCW) in Scheme, enter the redemption amount, and click on submit button.
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