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Home Mf Research Hdfc Business Cycle Fund Regular Plan Growth
HDFC Mutual Fund

HDFC Business Cycle Fund - Regular Plan - Growth

Equity Equity Sectoral Thematic
Fund House : HDFC Mutual Fund
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI
NAV (as on 2025-06-03)
14.06 -0.68%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
1.95%
Expense Ratio (Direct)
0.78%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-05-27 ₹1,000.00 ₹996.95
-0.30 %
Two Week 2025-05-19 ₹1,000.00 ₹991.47
-0.85 %
1 Month 2025-05-05 ₹1,000.00 ₹1,021.13
2.11 %
Three Months 2025-03-05 ₹3,000.00 ₹3,171.86
5.73 %
Six Months 2024-12-05 ₹6,000.00 ₹6,136.86
2.28 %
One Year 2024-06-03 ₹12,000.00 ₹11,963.26
-0.31 %
Since Inception 2022-11-30 ₹31,000.00 ₹36,009.01
16.16 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
ICICI Bank Ltd. Banks Equity 9.53
Larsen and Toubro Ltd. Construction Equity 7.60
HDFC Bank Ltd. Banks Equity 6.93
Bharti Airtel Ltd. Telecom - Services Equity 5.99
Infosys Limited IT - Software Equity 5.88
Tata Motors Ltd. Automobiles Equity 4.53
Axis Bank Ltd. Banks Equity 4.31
Indusind Bank Ltd. Banks Equity 3.72
Titan Company Ltd. Consumer Durables Equity 3.08
Zomato Ltd. Retailing Equity 2.87
Kotak Mahindra Bank Limited Banks Equity 2.83
MphasiS Limited. IT - Software Equity 2.34
Dabur India Ltd. Personal Products Equity 2.24
Fortis Healthcare Limited Healthcare Services Equity 2.13
Astral Limited Industrial Products Equity 2.00
Cholamandalam Investment & Finance Co. Ltd. Finance Equity 1.69
JNK India Limited Industrial Manufacturing Equity 1.61
DLF LIMITED Realty Equity 1.49
AWFIS SPACE SOLUTIONS LIMITED Commercial Services & Supplies Equity 1.42
Whirlpool of India Ltd. Consumer Durables Equity 1.37
MANKIND PHARMA LIMITED Pharmaceuticals & Biotechnology Equity 1.34
Crompton Greaves Consumer Elec. Ltd. Consumer Durables Equity 1.20
JSW Energy Ltd. Power Equity 1.00
Aavas Financiers Ltd. Finance Equity 0.99
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology Equity 0.98
G R Infraprojects Limited Construction Equity 0.90
Aether Industries Ltd Chemicals & Petrochemicals Equity 0.84
PNC Infratech Ltd. Construction Equity 0.84
SRF Ltd. Chemicals & Petrochemicals Equity 0.83
Aadhar Housing Finance Limited Finance Equity 0.81
RHI MAGNESITA INDIA Limited Industrial Products Equity 0.80
Vedant Fashions Ltd Retailing Equity 0.79
Hindalco Industries Ltd. Non - Ferrous Metals Equity 0.73
Indraprastha Gas Ltd. Gas Equity 0.71
Siemens Ltd. Electrical Equipment Equity 0.66
KSB Ltd Industrial Products Equity 0.64
SULA VINEYARDS LIMITED Beverages Equity 0.62
Westlife Foodworld Limited Leisure Services Equity 0.59
Blue Jet Healthcare Limited Pharmaceuticals & Biotechnology Equity 0.56
ION EXCHANGE (INDIA) LIMITED Other Utilities Equity 0.53
Timken India Ltd. Industrial Products Equity 0.52
Cummins India Ltd. Industrial Products Equity 0.50
Techno Electric & Engin. Co. Ltd. Construction Equity 0.50
Delhivery Limited Transport Services Equity 0.46
Navin Fluorine International Ltd. Chemicals & Petrochemicals Equity 0.46
SAPPHIRE FOODS INDIA LIMITED Leisure Services Equity 0.39
Bharti Hexacom Limited Telecom - Services Equity 0.37
Teamlease Services Ltd. Commercial Services & Supplies Equity 0.34
Blue Dart Express Ltd. Transport Services Equity 0.31
EPACK DURABLE LIMITED Consumer Durables Equity 0.30
Grindwell Norton Ltd. Industrial Products Equity 0.30
CG Power and Industrial Solutions Ltd. Electrical Equipment Equity 0.28
Voltamp Transformers Ltd. Electrical Equipment Equity 0.28
Emcure Pharmaceuticals Limited Pharmaceuticals & Biotechnology Equity 0.24
Kolte Patil Developers Limited Realty Equity 0.22
Chalet Hotels Ltd. Leisure Services Equity 0.14
The Phoenix Mills Limited Realty Equity 0.08
Cash,Cash Equivalents and Net Current Assets Cash Equivalents Cash 2.43
Embassy Office Parks REIT Realty REIT 1.96
SIP Calculator
Risk Ratios
Standard Deviation
10.848
Beta
0.693
Sharpe Ratio
1.606
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Rahul Baijal (23 years), Dhruv Muchhal (10 years),
  • Expense ration regular : 1.95
  • Expense ration direct : 0.78
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : equity
Exit load
1%

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