HDFC Business Cycle Fund – Direct (IDCW)

₹ 100
Min SIP
₹ 100
Min Lumpsum
0.55 %
Expense Ratio
Rating
2,916
Fund Size (in Cr)
1 Year
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 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 37.3% - - 22.1%
Category Average 39.9% 18.9% 17.1% -

Scheme Allocation

By Holding
By Sector
By Asset
9.5%
7.12%
5.7%
5.6%
Others
64.72%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 9.5%
Larsen & Toubro Infrastructure Developers & Operators Equity 7.36%
HDFC Bank Banks Equity 7.12%
Axis Bank Banks Equity 5.7%
Infosys IT - Software Equity 5.6%
Bharti Airtel Telecomm-Service Equity 4.8%
Kotak Mah. Bank Banks Equity 4.55%
IndusInd Bank Banks Equity 4.08%
Tata Motors Automobile Equity 3.96%
Titan Company Diamond, Gems and Jewellery Equity 3.08%
Indian Renewable Finance Equity 2.58%
Mphasis IT - Software Equity 2.25%
Dabur India FMCG Equity 2.02%
Astral Plastic products Equity 2.01%
SRF Chemicals Equity 1.99%
Hind.Aeronautics Aerospace & Defence Equity 1.96%
Sun Pharma.Inds. Pharmaceuticals Equity 1.9%
Fortis Health. Healthcare Equity 1.84%
DLF Realty Equity 1.78%
Bharat Electron Aerospace & Defence Equity 1.55%
Mankind Pharma Pharmaceuticals Equity 1.5%
Cholaman.Inv.&Fn Finance Equity 1.38%
Apollo Hospitals Healthcare Equity 1.23%
Delhivery Logistics Equity 1.17%
Whirlpool India Consumer Durables Equity 1.15%
AAVAS Financiers Finance Equity 0.91%
Aether Industri. Chemicals Equity 0.88%
JSW Infrast Marine Port & Services Equity 0.85%
Crompton Gr. Con Consumer Durables Equity 0.82%
Phoenix Mills Realty Equity 0.82%
RHI Magnesita Refractories Equity 0.81%
PNC Infratech Construction Equity 0.75%
Sula Vineyards Alcoholic Beverages Equity 0.7%
Westlife Food Quick Service Restaurant Equity 0.57%
Bharat Dynamics Aerospace & Defence Equity 0.55%
KSB Capital Goods-Non Electrical Equipment Equity 0.51%
Timken India Bearings Equity 0.46%
Blue Jet Health Pharmaceuticals Equity 0.43%
Team Lease Serv. Miscellaneous Equity 0.41%
ION Exchange Capital Goods-Non Electrical Equipment Equity 0.39%
Navin Fluo.Intl. Chemicals Equity 0.39%
Sapphire Foods Quick Service Restaurant Equity 0.38%
KNR Construct. Construction Equity 0.31%
Chalet Hotels Hotels & Restaurants Equity 0.3%
Inox India Packaging Equity 0.3%
Kaynes Tech Consumer Durables Equity 0.29%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.26%
Epack Durable Consumer Durables Equity 0.22%
Volt.Transform. Capital Goods - Electrical Equipment Equity 0.2%
Happy Forgings Castings, Forgings & Fastners Equity 0.11%
Sona BLW Precis. Auto Ancillaries Equity 0.07%
Dixon Technolog. Consumer Durables Equity 0.06%
Banks
30.95%
Construction
8.81%
IT-Software
7.85%
Consumer Durables
5.33%
Finance
4.87%
Others
42.19%
View all Sectors
Sectors Asset
Banks 30.95%
Construction 8.81%
IT-Software 7.85%
Consumer Durables 5.33%
Finance 4.87%
Telecom-Services 4.8%
Industrial Products 4.46%
Aerospace & Defense 4.06%
Automobiles 3.96%
Pharmaceuticals & Biotech 3.83%
Chemicals & Petrochemical 3.26%
Healthcare Services 3.07%
Realty 2.6%
Personal Products 2.02%
Debt 1.73%
Cash & Others 1.32%
Leisure Services 1.25%
Transport Services 1.17%
Transport Infrastructure 0.85%
Beverages 0.7%
Commercial Services & Sup 0.41%
Industrial Manufacturing 0.29%
Electrical Equipments 0.2%
Auto Components 0.07%
Equity
94.81%
REITs
2.14%
Reverse Repos
1.73%
Net Curr Ass/Net Receivables
1.32%
Others
0%

Advance Ratio

3.26
Alpha
3.36
SD
0.88
Beta
1.3
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:
5,56,006 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

More Funds from HDFC Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

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 ₹12.9 as of 18 March 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 - 30.95%
  2. Construction - 8.81%
  3. IT-Software - 7.85%
  4. Consumer Durables - 5.33%
  5. Finance - 4.87%

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 22.1% 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 0.55 % as of 18 March 2024.

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

The AUM of HDFC Business Cycle Fund – Direct (IDCW) is ₹5,56,006 Cr as of 18 March 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 - 9.5%
  2. Larsen & Toubro - 7.36%
  3. HDFC Bank - 7.12%
  4. Axis Bank - 5.7%
  5. Infosys - 5.6%

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.
Invest Now