HDFC Business Cycle Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹2,739 Cr

Lock In Period

N/A

Expense Ratio

2.13

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

HDFC Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.210.318.70
6M5.682.7170.88
1Y5.045.74146.48
3Y11.5114.65331.47

Portfolio Analysis

  • Equity: 91.87%
  • Debt: 7.03%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd.5.46%
2. Kotak Mahindra Bank Limited4.80%
3. HDFC Bank Ltd.3.31%
4. Indusind Bank Ltd.2.43%
5. Axis Bank Ltd.0.58%
6. Au Small Finance Bank Ltd.0.21%

1. Anthem Biosciences Limited3.94%
2. Eris Lifesciences Ltd1.86%
3. MANKIND PHARMA LIMITED1.30%

1. Aadhar Housing Finance Limited2.39%
2. Home First Finance Company India Ltd2.32%
3. Aptus Value Housing Finance India Ltd1.90%

1. Bharti Airtel Ltd.6.17%

1. Eternal Limited2.61%
2. Swiggy Limited2.13%
3. Brainbees Solutions Limited (FirstCry)0.44%

1. Titan Company Ltd.4.58%

1. Fortis Healthcare Limited2.95%
2. Global Health Limited1.15%

1. GE Vernova T&D India Limited1.64%
2. ACME Solar Holdings Limited1.62%

1. Aether Industries Ltd3.06%

1. Cholamandalam Investment & Finance Co. Ltd.2.51%
2. Shriram Finance Ltd.0.42%

1. InterGlobe Aviation Ltd.2.76%

1. Clean Max Enviro Energy Solutions Limited2.32%
2. JSW Energy Ltd.0.42%

1. Bajaj Auto Limited2.28%
2. Ola Electric Mobility Limited0.38%

1. Vishal Mega Mart Limited2.58%

1. PEARL GLOBAL INDUSTRIES LIMITED2.55%

1. Chalet Hotels Ltd.1.08%
2. Leela Palaces Hotels & Resorts Limited0.98%

1. Bharat Dynamics Limited1.42%

1. PB Fintech Limited1.42%

1. KSB Ltd1.27%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED1.22%

1. G R Infraprojects Limited0.55%
2. AWFIS SPACE SOLUTIONS LIMITED0.33%
3. Ceigall India Limited0.22%

1. Bosch Limited1.05%

1. SRF Ltd.1.03%
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About Fund HDFC Business Cycle Fund Growth

HDFC Business Cycle Fund Growth managed by HDFC Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹2,739 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.13. 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 NameRatingsAUMExpense Ratio
Taurus Ethical Fund Growth1434 CR2.76
HDFC Housing Opportunities Fund Growth41,172 CR2.26
HDFC Business Cycle Fund Growth32,738 CR2.13
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundTaurus Ethical Fund Growth5.351838.3614
This FundHDFC Housing Opportunities Fund Growth-1.513138.5317
This FundHDFC Business Cycle Fund Growth5.03938.6409
This FundHDFC Defence Fund Growth30.4252178.024
This FundNippon India Taiwan Equity Fund Growth143.1589313.9609

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 2.13. 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 : 1.21%
  • 6 Months : 5.68%
  • 1 Year : 5.04%
  • 3 Years : 11.51%
Returns of HDFC Business Cycle Fund Growth are updated daily based on NAV of ₹ 15.374 as on Aug 14,2026. Since inception, the return has been 38.64%.

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 ₹2,739 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.