HDFC Business Cycle Fund – Direct (IDCW)
100
Min SIP
100
Min Lumpsum
0.52 %
Expense Ratio
Rating
2,690
Fund Size (in Cr)
10 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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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 | - | - | - | 14.6% | ||||
| Category Average | 19.5% | 24.2% | 14.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
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Alpha
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SD
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Beta
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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. |
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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 Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Sectoral / Thematic .
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- 2,986
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41.9%Fund Size - 2,986
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46.7%Fund Size - 2,986
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22.3%Fund Size - 2,986
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- Equity .
- Sectoral / Thematic .
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- 1,506
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42.7%Fund Size - 1,506
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42.9%Fund Size - 1,506
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20.7%Fund Size - 1,506
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- Equity .
- Sectoral / Thematic .
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- 116
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30.4%Fund Size - 116
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36.1%Fund Size - 116
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19.8%Fund Size - 116
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- Equity .
- Sectoral / Thematic .
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- 1,177
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35.9%Fund Size - 1,177
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30.2%Fund Size - 1,177
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18.4%Fund Size - 1,177
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- Equity .
- Sectoral / Thematic .
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- 6,740
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21.1%Fund Size - 6,740
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27.5%Fund Size - 6,740
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13.9%Fund Size - 6,740
AMC Contact Details
HDFC Mutual Fund
AUM:
4,89,893 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
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 ₹11.4 as of 29 September 2023.
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
- Banks - 34.24%
- Construction - 7.7%
- Telecom-Services - 6.56%
- Pharmaceuticals & Biotech - 6.23%
- Consumer Durables - 5.32%
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 14.6% 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 0.52 % as of 29 September 2023.
What is the AUM of HDFC Business Cycle Fund – Direct (IDCW)?
The AUM of HDFC Business Cycle Fund – Direct (IDCW) is ₹4,89,893 Cr as of 29 September 2023
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
- 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 (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.
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.