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HDFC Mutual Fund

Mutual Fund Research

HDFC Business Cycle Fund - Regular Plan - Growth

HDFC Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,027.77 +2.78%
Two Week 2026-10-19 ₹1,000.00 ₹1,015.40 +1.54%
One Month 2026-10-05 ₹1,000.00 ₹1,004.70 +0.47%
Three Months 2026-08-05 ₹3,000.00 ₹2,919.94 -2.67%
Six Months 2026-05-07 ₹6,000.00 ₹5,975.93 -0.40%
One Year 2025-11-03 ₹12,000.00 ₹12,261.46 +2.18%
Three Year 2023-11-06 ₹36,000.00 ₹38,038.49 +5.66%
Since Inception 2022-11-30 ₹48,000.00 ₹54,995.10 +14.57%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 16.46%
Other 10.88%
Finance 8.43%
Retailing 7.70%
Pharmaceuticals & Biotechnology 7.38%
Telecom - Services 5.69%
Power 4.80%
Consumer Durables 4.67%
Textiles & Apparels 3.28%
Industrial Products 3.19%
Leisure Services 3.13%
Chemicals & Petrochemicals 2.95%
Healthcare Services 2.87%
Automobiles 2.61%
Electrical Equipment 2.08%
Auto Components 1.73%
Transport Services 1.39%
Aerospace & Defense 1.30%
Capital Markets 1.27%
Commercial Services & Supplies 1.18%
Other Construction Materials 1.17%
Construction 1.15%
Realty 1.13%
Sovereign 1.07%
Financial Technology (Fintech) 0.98%
Transport Infrastructure 0.81%
Industrial Manufacturing 0.35%
Beverages 0.20%
Insurance 0.15%

Top Holdings

Company-wise portfolio exposure

Bharti Airtel Ltd. 5.69%
Kotak Mahindra Bank Limited 5.31%
ICICI Bank Ltd. 5.21%
Titan Company Ltd. 4.46%
Anthem Biosciences Limited 3.78%
PEARL GLOBAL INDUSTRIES LIMITED 3.28%
HDFC Bank Ltd.£ 3.24%
Eternal Limited 2.86%
Vishal Mega Mart Limited 2.52%
Clean Max Enviro Energy Solutions Limited 2.38%
Cholamandalam Investment & Finance Co. Ltd. 2.28%
Indusind Bank Ltd. 2.24%
Bajaj Auto Limited 2.23%
Home First Finance Company India Ltd 2.23%
Aadhar Housing Finance Limited 2.17%
ACME Solar Holdings Limited 2.03%
Aether Industries Ltd 1.94%
Swiggy Limited 1.93%
Aptus Value Housing Finance India Ltd 1.75%
Fortis Healthcare Limited 1.71%
Eris Lifesciences Ltd 1.69%
MANKIND PHARMA LIMITED 1.37%
KSB Ltd 1.31%
Bharat Dynamics Limited 1.30%
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED 1.27%
GE Vernova T&D India Limited 1.20%
Glass Wall Systems (India) Limited 1.17%
Le Travenues Technology Limited 1.17%
Global Health Limited 1.16%
InterGlobe Aviation Ltd. 1.16%
Leela Palaces Hotels & Resorts Limited 1.03%
SRF Ltd. 1.01%
PB Fintech Limited 0.98%
Chalet Hotels Ltd. 0.93%
CG Power and Industrial Solutions Ltd. 0.88%
Timken India Ltd. 0.85%
Adani Ports & Special Economic Zone 0.81%
Dhoot Transmission Limited 0.65%
Sona Blw Precision Forgings 0.56%
Torrent Pharmaceuticals Ltd. 0.54%
Bosch Limited 0.52%
G R Infraprojects Limited 0.52%
RHI MAGNESITA INDIA Limited 0.51%
WeWork India Management Limited 0.50%
Axis Bank Ltd. 0.46%
Brainbees Solutions Limited (FirstCry) 0.39%
JSW Energy Ltd. 0.39%
Ola Electric Mobility Limited 0.38%
Rentomojo Limited 0.38%
AWFIS SPACE SOLUTIONS LIMITED 0.30%
Grindwell Norton Ltd. 0.27%
PNC Infratech Ltd. 0.26%
Ceigall India Limited 0.25%
Lumino Industries Limited 0.25%
INDO-MIM Limited 0.24%
Shiprocket Limited 0.23%
Crompton Greaves Consumer Elec. Ltd. 0.21%
SULA VINEYARDS LIMITED 0.20%
Star Health and Allied Insurance Company Ltd 0.15%
Afcons Infrastructure Limited 0.12%
Tempsens Instruments (India) Limited 0.11%
Embassy Office Parks REIT 1.13%
6.68% GOI MAT 070740 1.07%
TREPS - Tri-party Repo 10.92%
Net Current Assets -0.04%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
15.42%
Return volatility
β
Beta
0.908
Benchmark sensitivity
S
Sharpe Ratio
0.318
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.30% 18.34% 15.87%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%
PGIM India Healthcare Fund - Regular Plan - Growth 16.27% 0.00% 9.01%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from HDFC Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
HDFC Developed World Overseas Equity Passive FOF - Regular Plan 24.97% 24.62% 16.63%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
HDFC Silver ETF Fund Of Fund - Regular Plan - Growth 15.79% 32.68% 29.61%
HDFC Defence Fund - Regular Plan - Growth 14.40% 33.71% 35.91%
HDFC Gold ETF Bse Scrip Code: 533230 Nse Symbol: Hdfcgold - Regular Plan 13.18% 29.73% 19.99%
HDFC Gold ETF Fund Of Fund - Regular Plan - Growth 12.27% 29.14% 9.70%
HDFC Innovation Fund - Regular Plan - Growth 10.11% 0.00% 11.72%
HDFC Crisil-IBX Fin Services 3-6 Months Debt Index Fund - Regular Plan - Growth 6.73% 0.00% 6.77%
HDFC Liquid Fund - Regular Plan - Growth 6.36% 6.78% 6.14%
HDFC Arbitrage Fund - Regular Plan - Growth 6.24% 6.73% 6.49%

Returns are historical and do not guarantee future performance.

View All HDFC Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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 achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.12%
Expense Ratio (Direct)
1.14%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY 500 Index (TRI)

Exit Load

Charges that may apply when you redeem units

• 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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