HDFC Business Cycle Fund Growth

HDFC Business Cycle Fund Growth

+10.24%
3Y annualised
+0.56% 1D
1M
6M
1Y
3Y
All
NAV: 04 Jun '26
₹14.04
Min. for SIP
₹100
Fund size (AUM)
₹2,603.96 Cr
Expense ratio
1.98%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,343
+2.29%
6 months₹30,000₹30,007
+0.02%
1 year₹60,000₹58,896
-1.84%
3 years₹1,80,000₹1,89,827
+5.46%

Holdings (61)

NameSectorInstrumentsAssets
RepoUnspecifiedRepo7.01%
Bharti Airtel LtdTechnologyEquity6.21%
Zomato LtdTechnologyEquity5.19%
ICICI Bank LtdFinancialEquity5.06%
Kotak Mahindra Bank LtdFinancialEquity4.96%
Titan Company LtdConsumer DiscretionaryEquity4.33%
Anthem Biosciences Ltd.HealthcareEquity3.90%
HDFC Bank LtdFinancialEquity3.59%
Fortis Healthcare LtdHealthcareEquity3.35%
Vishal Mega Mart Ltd.Consumer StaplesEquity3.10%
Interglobe Aviation LtdIndustrialsEquity2.74%
Cholamandalam Investment & Finance Company LtdFinancialEquity2.69%
Aptus Value Housing Finance India LtdFinancialEquity2.68%
Aether Industries LtdMaterialsEquity2.45%
Bajaj Auto LtdConsumer DiscretionaryEquity2.44%
Indusind Bank LtdFinancialEquity2.31%
Clean Max Enviro Energy Solutions Ltd.Energy & UtilitiesEquity2.08%
Home First Finance Company India LtdFinancialEquity1.94%
Eris Lifesciences LtdHealthcareEquity1.91%
PB Fintech LtdFinancialEquity1.56%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.36%
Net Current AssetsUnspecifiedNet Current Assets1.32%
Timken India LtdIndustrialsEquity1.28%
Swiggy Ltd.TechnologyEquity1.25%
Mankind Pharma Ltd.HealthcareEquity1.25%
CG Power & Industrial Solutions LtdIndustrialsEquity1.23%
Pearl Global Industries LtdConsumer DiscretionaryEquity1.14%
Embassy Office Parks REITReal EstateReal Estate Investment Trusts1.12%
Lupin LtdHealthcareEquity1.09%
GOVERNMENT OF INDIA 36185 GOI 07JL40 6.68 FV RS 100EntitiesGOI Securities1.09%
DHFL VYSYA HOUSING FINANCE LIMITED EQFinancialEquity1.09%
SRF LtdMaterialsEquity1.04%
Bharat Dynamics LtdIndustrialsEquity0.97%
Shriram Transport Finance Company LtdFinancialEquity0.95%
Ambuja Cements LtdMaterialsEquity0.94%
Schloss Bangalore Ltd.Consumer DiscretionaryEquity0.89%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity0.82%
ACME Solar Holdings Ltd.Energy & UtilitiesEquity0.80%
WeWork India Management Ltd.IndustrialsEquity0.80%
Brainbees Solutions Ltd.Consumer DiscretionaryEquity0.79%
Adani Ports and Special Economic Zone LtdIndustrialsEquity0.76%
AFCONS INFRASTRUCTURE LIMITED EQIndustrialsEquity0.76%
Sagility India Ltd.IndustrialsEquity0.72%
Ceigall India Ltd.IndustrialsEquity0.67%
G R Infraprojects LtdIndustrialsEquity0.61%
RHI Magnesita India LtdMaterialsEquity0.55%
Tata Motors LtdIndustrialsEquity0.54%
Phoenix Mills LtdReal EstateEquity0.53%
Godrej Properties LtdReal EstateEquity0.45%
JSW Energy LtdEnergy & UtilitiesEquity0.45%
Awfis Space Solutions Ltd.IndustrialsEquity0.43%
PNC Infratech LtdIndustrialsEquity0.42%
AU Small Finance Bank LtdFinancialEquity0.41%
Ola Electric Mobility Ltd.Consumer DiscretionaryEquity0.38%
Crompton Greaves Consumer Electricals LtdConsumer DiscretionaryEquity0.28%
Aequs Ltd.TechnologyEquity0.27%
Sula Vineyards LtdConsumer StaplesEquity0.26%
Chalet Hotels LtdConsumer DiscretionaryEquity0.25%
Escorts Kubota LtdIndustrialsEquity0.23%
Grindwell Norton LtdMaterialsEquity0.22%
Nuvama Wealth Management LtdFinancialEquity0.09%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-4.2%-1.0%+10.2%+10.1%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--117--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 1 year.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

RB
Rahul Baijal
Nov 2022 - Present
View details

Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining HDFC Mutual Fund, he has worked with Sundaram Mutual Fund, Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.

DM
Dhruv Muchhal
Jun 2023 - Present
View details

Education
Mr. Dhruv has done B.Com, CA and CFA
Experience
Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells
Also manages these schemes

About HDFC Business Cycle Fund Growth

HDFC Business Cycle Fund Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Rahul Baijal is the Current Fund Manager of HDFC Business Cycle Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹9,37,048 Cr and the Latest NAV as of 04 Jun 2026 is ₹14.04. The HDFC Business Cycle Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1%, if redeemed within 1 year. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#2 in India
Total AUM₹9,37,047.59 Cr
Date of Incorporation10 Dec 1999
Phone022 – 66316333
Launch Date10 Dec 1999
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,