Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.45 | -0.70 | 9.48 |
| 6M | 6.77 | 2.06 | 73.00 |
| 1Y | -0.47 | 4.34 | 154.37 |
| 3Y | 10.30 | 12.03 | 269.75 |
HDFC Business Cycle Fund Growth managed by HDFC Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹2,703 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.17. 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.
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.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Kotak ESG Exclusionary Strategy Fund Growth | 0 | 746 CR | 2.47 |
| ITI Banking and Financial Services Fund Growth | 1 | 381 CR | 3.05 |
| HDFC Business Cycle Fund Growth | 3 | 2,703 CR | 2.17 |
| HDFC Defence Fund Growth | 5 | 10,529 CR | 1.8 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,191 CR | 2.6 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak ESG Exclusionary Strategy Fund Growth | -3.3614 | 29.6014 |
| This FundITI Banking and Financial Services Fund Growth | 3.6421 | 32.1866 |
| This FundHDFC Business Cycle Fund Growth | -0.473 | 34.1777 |
| This FundHDFC Defence Fund Growth | 21.5538 | 173.3626 |
| This FundNippon India Taiwan Equity Fund Growth | 150.9305 | 254.7312 |