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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
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI
NAV (as on 2025-06-18)
14.28 -0.12%
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 2025-06-11 ₹1,000.00 ₹979.55
-2.04 %
Two Week 2025-06-03 ₹1,000.00 ₹1,015.08
1.51 %
One Month 2025-05-19 ₹1,000.00 ₹1,006.42
0.64 %
Three Months 2025-03-20 ₹3,000.00 ₹3,114.94
3.83 %
Six Months 2024-12-20 ₹6,000.00 ₹6,213.21
3.55 %
One Year 2024-06-18 ₹12,000.00 ₹12,146.05
1.22 %
Since Inception 2022-11-30 ₹32,000.00 ₹37,550.66
17.35 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
ICICI Bank Ltd. Banks Equity 8.77
Tata Motors Ltd. Automobiles Equity 8.11
Bharti Airtel Ltd. Telecom - Services Equity 7.70
Eternal Limited Retailing Equity 5.90
Axis Bank Ltd. Banks Equity 5.28
HDFC Bank Ltd. Banks Equity 4.12
Kotak Mahindra Bank Limited Banks Equity 2.94
Fortis Healthcare Limited Healthcare Services Equity 2.59
Adani Ports & Special Economic Zone Transport Infrastructure Equity 2.52
JSW Energy Ltd. Power Equity 2.37
Aether Industries Ltd Chemicals & Petrochemicals Equity 2.07
Cholamandalam Investment & Finance Co. Ltd. Finance Equity 2.07
Swiggy Limited Retailing Equity 2.04
Aptus Value Housing Finance India Ltd Finance Equity 2.03
Titan Company Ltd. Consumer Durables Equity 2.01
Indusind Bank Ltd. Banks Equity 1.88
InterGlobe Aviation Ltd. Transport Services Equity 1.88
MANKIND PHARMA LIMITED Pharmaceuticals & Biotechnology Equity 1.77
Au Small Finance Bank Ltd. Banks Equity 1.45
Eris Lifesciences Ltd Pharmaceuticals & Biotechnology Equity 1.44
Ambuja Cements Ltd. Cement & Cement Products Equity 1.42
Balkrishna Industries Ltd. Auto Components Equity 1.12
Godrej Properties Ltd. Realty Equity 1.11
Shriram Finance Ltd. Finance Equity 1.06
Brainbees Solutions Limited (FirstCry) Retailing Equity 1.05
Larsen and Toubro Ltd. Construction Equity 1.05
DLF LIMITED Realty Equity 1.00
Aditya Birla Real Estate Limited Paper, Forest & Jute Products Equity 0.98
Piramal Pharma Limited Pharmaceuticals & Biotechnology Equity 0.98
JNK India Limited Industrial Manufacturing Equity 0.83
Lupin Ltd. Pharmaceuticals & Biotechnology Equity 0.83
G R Infraprojects Limited Construction Equity 0.76
AWFIS SPACE SOLUTIONS LIMITED Commercial Services & Supplies Equity 0.73
Indraprastha Gas Ltd. Gas Equity 0.72
Aadhar Housing Finance Limited Finance Equity 0.67
RHI MAGNESITA INDIA Limited Industrial Products Equity 0.66
ACME Solar Holdings Limited Power Equity 0.64
Sagility India Limited IT - Services Equity 0.62
Belrise Industries Limited Auto Components Equity 0.60
Astral Limited Industrial Products Equity 0.57
Schloss Bangalore Limited Leisure Services Equity 0.57
PNC Infratech Ltd. Construction Equity 0.53
Afcons Infrastructure Limited Construction Equity 0.50
Westlife Foodworld Limited Leisure Services Equity 0.50
ESCORTS KUBOTA LIMITED Agricultural, Commercial & Construction Vehicles Equity 0.49
Hexaware Technologies Ltd. IT - Software Equity 0.48
Inventurus Knowledge Solutions Limited IT - Services Equity 0.48
Ola Electric Mobility Limited Automobiles Equity 0.48
Cummins India Ltd. Industrial Products Equity 0.46
Ceigall India Limited Construction Equity 0.45
Techno Electric & Engin. Co. Ltd. Construction Equity 0.45
SULA VINEYARDS LIMITED Beverages Equity 0.40
Delhivery Limited Transport Services Equity 0.39
Siemens Ltd. Electrical Equipment Equity 0.38
Crompton Greaves Consumer Elec. Ltd. Consumer Durables Equity 0.33
CG Power and Industrial Solutions Ltd. Electrical Equipment Equity 0.29
Siemens Energy India Limited Electrical Equipment Equity 0.29
Timken India Ltd. Industrial Products Equity 0.29
Chalet Hotels Ltd. Leisure Services Equity 0.28
Home First Finance Company India Ltd Finance Equity 0.28
Blue Dart Express Ltd. Transport Services Equity 0.26
Grindwell Norton Ltd. Industrial Products Equity 0.23
ABB India Ltd. Electrical Equipment Equity 0.21
SAPPHIRE FOODS INDIA LIMITED Leisure Services Equity 0.21
Whirlpool of India Ltd. Consumer Durables Equity 0.19
Sai Life Sciences Limited Pharmaceuticals & Biotechnology Equity 0.11
Embassy Office Parks REIT Realty Real Estate 1.96
TREPS - Tri-party Repo - Debt 2.44
Net Current Assets - - -0.27
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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