HDFC Business Cycle Fund Growth

HDFC Business Cycle Fund Growth

+11.10%
3Y annualised
-0.49% 1D
1M
6M
1Y
3Y
All
NAV: 15 May '26
₹14.07
Min. for SIP
₹100
Fund size (AUM)
₹2,603.96 Cr
Expense ratio
1.97%
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 (59)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity6.21%
Eternal Ltd.ServicesEquity5.19%
ICICI Bank Ltd.FinancialEquity5.06%
Kotak Mahindra Bank Ltd.FinancialEquity4.96%
Titan Company Ltd.Consumer DiscretionaryEquity4.33%
Anthem Biosciences Ltd.HealthcareEquity3.90%
HDFC Bank Ltd.FinancialEquity3.59%
Fortis Healthcare Ltd.HealthcareEquity3.35%
Vishal Mega Mart Ltd.ServicesEquity3.10%
Interglobe Aviation Ltd.ServicesEquity2.74%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.69%
Aptus Value Housing Finance India Ltd.FinancialEquity2.68%
Aether Industries Ltd.ChemicalsEquity2.45%
Bajaj Auto Ltd.AutomobileEquity2.44%
Indusind Bank Ltd.FinancialEquity2.31%
Clean Max Enviro Energy Solutions Ltd.EnergyEquity2.08%
Home First Finance Company India Ltd.FinancialEquity1.94%
Eris Lifesciences Ltd.HealthcareEquity1.91%
PB Fintech Ltd.ServicesEquity1.56%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.36%
Timken India Ltd.Capital GoodsEquity1.28%
Swiggy Ltd.ServicesEquity1.25%
Mankind Pharma Ltd.HealthcareEquity1.25%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.23%
Pearl Global Industries Ltd.TextilesEquity1.14%
Embassy Office Parks REITConstructionREITs1.12%
Aadhar Housing Finance LtdFinancialEquity1.09%
GOISovereignGOI Sec1.09%
Lupin Ltd.HealthcareEquity1.09%
SRF Ltd.ChemicalsEquity1.04%
Bharat Dynamics Ltd.Capital GoodsEquity0.97%
Shriram Finance LtdFinancialEquity0.95%
Ambuja Cements Ltd.ConstructionEquity0.94%
Leela Palaces Hotels & Resorts Ltd.ServicesEquity0.89%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.82%
WeWork India Management Ltd.ServicesEquity0.80%
ACME Solar Holdings Ltd.EnergyEquity0.80%
Brainbees Solutions Ltd.Consumer StaplesEquity0.79%
Adani Ports and Special Economic Zone Ltd.ServicesEquity0.76%
Afcons Infrastructure Ltd.ConstructionEquity0.76%
Sagility Ltd.ServicesEquity0.72%
Ceigall India Ltd.ConstructionEquity0.67%
GR Infraprojects Ltd.ConstructionEquity0.61%
RHI Magnesita India Ltd.ConstructionEquity0.55%
Tata Motors Ltd.AutomobileEquity0.54%
The Phoenix Mills Ltd.ConstructionEquity0.53%
Godrej Properties Ltd.ConstructionEquity0.45%
JSW Energy Ltd.Capital GoodsEquity0.45%
Awfis Space Solutions Ltd.ServicesEquity0.43%
PNC Infratech Ltd.ConstructionEquity0.42%
AU Small Finance Bank Ltd.FinancialEquity0.41%
Ola Electric Mobility Ltd.AutomobileEquity0.38%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity0.28%
Aequs Ltd.TechnologyEquity0.27%
Sula Vineyards Ltd.Consumer StaplesEquity0.26%
Chalet Hotels Ltd.ServicesEquity0.25%
Escorts Kubota Ltd.AutomobileEquity0.23%
Grindwell Norton Ltd.Metals & MiningEquity0.22%
Nuvama Wealth Management Ltd.FinancialEquity0.09%
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-5.8%-0.6%+11.1%+10.4%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--126--

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 15 May 2026 is ₹14.07. 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,