HDFC Business Cycle Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

HDFC Business Cycle Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

2,577 Cr

Lock In Period

N/A

Expense Ratio

1.98

Exit Load

In respect of each purchase / switchin of units, an Exit Load of 1.00% 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.

Benchmark

NIfty 500 Total Return

Summary

HDFC Business Cycle Fund Growth NAV is ₹14.268 as of 16 Jun, 2026. HDFC Business Cycle Fund Growth has delivered 31.38% returns since its launch. The minimum SIP investment amount in HDFC Business Cycle Fund Growth is ₹100. The AUM of HDFC Business Cycle Fund Growth is ₹2,577 Cr. The expense ratio of the fund is 1.98%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund is In respect of each purchase / switchin of units, an Exit Load of 1.00% 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.. In the last 1M months, HDFC Business Cycle Fund Growth has delivered -2.18% returns.

HDFC Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.18-1.114.46
6M-4.301.0598.80
1Y-4.454.07189.19
3Y9.5314.31327.60

Portfolio Analysis

  • Equity: 89.46%
  • Debt: 9.42%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Ltd.5.06%
2. Kotak Mahindra Bank Limited4.96%
3. HDFC Bank Ltd.3.59%
4. Indusind Bank Ltd.2.31%
5. Au Small Finance Bank Ltd.0.41%

1. Anthem Biosciences Limited3.90%
2. Eris Lifesciences Ltd1.91%
3. MANKIND PHARMA LIMITED1.25%
4. Lupin Ltd.1.09%

1. Eternal Limited5.19%
2. Swiggy Limited1.25%
3. Brainbees Solutions Limited (FirstCry)0.79%

1. Bharti Airtel Ltd.6.21%

1. Aptus Value Housing Finance India Ltd2.68%
2. Home First Finance Company India Ltd1.94%
3. Aadhar Housing Finance Limited1.09%

1. Titan Company Ltd.4.33%

1. Cholamandalam Investment & Finance Co. Ltd.2.69%
2. Shriram Finance Ltd.0.95%

1. Fortis Healthcare Limited3.35%

1. Vishal Mega Mart Limited3.10%

1. Bajaj Auto Limited2.44%
2. Ola Electric Mobility Limited0.38%

1. InterGlobe Aviation Ltd.2.74%

1. Clean Max Enviro Energy Solutions Limited2.08%
2. JSW Energy Ltd.0.45%

1. Aether Industries Ltd2.45%

1. Ceigall India Limited0.67%
2. G R Infraprojects Limited0.61%
3. AWFIS SPACE SOLUTIONS LIMITED0.43%

1. PB Fintech Limited1.56%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED1.36%
2. NUVAMA WEALTH MANAGEMENT LTD.0.09%

1. Timken India Ltd.1.28%

1. CG Power and Industrial Solutions Ltd.1.23%

1. Afcons Infrastructure Limited0.76%
2. PNC Infratech Ltd.0.42%

1. Leela Palaces Hotels & Resorts Limited0.89%
2. Chalet Hotels Ltd.0.25%

1. PEARL GLOBAL INDUSTRIES LIMITED1.14%

1. SRF Ltd.1.04%

About Fund HDFC Business Cycle Fund Growth

HDFC Business Cycle Fund Growth managed by HDFC Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹2,577 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.98. Under the expert guidance of Rahul Baijal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rahul Baijal

Mr. Rahul Baijal holds B. E. Electronics & Communication, MBA. His past experience including assignments held during the past 10 years are Bharti-AXA Life Insurance Fund Manager/Vice-President Investments Jun 2012 - Jun 2016, TVF Capital (erstwhile Voyager Capital) Director/Portfolio Manager/Investment, Jun 2005 - Apr 2012.

Peer Comparison

Fund Name1Y3Y
This FundInvesco India ESG Integration Strategy Fund Growth-12.681627.1766
This FundKotak ESG Exclusionary Strategy Fund Growth-7.799628.9962
This FundHDFC Business Cycle Fund Growth-4.453431.3833
This FundHDFC Defence Fund Growth6.5663169.0616
This FundNippon India Taiwan Equity Fund Growth185.2445310.1881

HDFC Business Cycle Fund Growth FAQs

HDFC Business Cycle Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HDFC Business Cycle Fund Growth is 1.98. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HDFC Business Cycle Fund Growth’s fund performance is as follows:
  • 1 Month : -2.18%
  • 6 Months : -4.30%
  • 1 Year : -4.45%
  • 3 Years : 9.53%
Returns of HDFC Business Cycle Fund Growth are updated daily based on NAV of ₹ 14.268 as on Jun 12,2026. Since inception, the return has been 31.38%.

You can invest in HDFC Business Cycle Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HDFC Business Cycle Fund Growth is ₹2,577 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HDFC Business Cycle Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.