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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹2,334 Cr

Lock In Period

N/A

Expense Ratio

2.03

Benchmark

NIfty 500 Total Return

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.

Summary

Latest details for HDFC Business Cycle Fund Growth include a ₹14.138 NAV as of May 05,2026 and returns since inception of 40.58%. Minimum investments start at SIP ₹100. The HDFC Business Cycle Fund Growth AUM is ₹2,334 Cr, with a lock-in of N/A years, expense ratio of 2.03%, and benchmark NIfty 500 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 10.65% returns, against a category average of 0.66% and a category best of 39.09%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M10.650.6639.09
6M-5.490.39106.38
1Y3.793.61237.00
3Y12.0211.11370.02

Portfolio Analysis

  • Equity: 91.86%
  • Debt: 6.90%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Ltd.6.98%
2. Kotak Mahindra Bank Limited4.98%
3. HDFC Bank Ltd.3.79%
4. Indusind Bank Ltd.2.12%
5. Au Small Finance Bank Ltd.0.38%

1. Anthem Biosciences Limited3.75%
2. Eris Lifesciences Ltd2.09%
3. Lupin Ltd.1.62%
4. MANKIND PHARMA LIMITED1.24%
5. Piramal Pharma Limited0.49%

1. Eternal Limited5.36%
2. Swiggy Limited0.90%
3. Brainbees Solutions Limited (FirstCry)0.77%

1. Bharti Airtel Ltd.6.54%

1. Aptus Value Housing Finance India Ltd2.24%
2. Home First Finance Company India Ltd1.62%
3. Aadhar Housing Finance Limited1.11%

1. Titan Company Ltd.4.36%

1. Cholamandalam Investment & Finance Co. Ltd.2.37%
2. Shriram Finance Ltd.1.44%

1. Bajaj Auto Limited3.14%
2. Ola Electric Mobility Limited0.26%

1. Fortis Healthcare Limited3.22%

1. Vishal Mega Mart Limited2.98%

1. InterGlobe Aviation Ltd.2.80%

1. Aether Industries Ltd2.56%

1. Clean Max Enviro Energy Solutions Limited1.57%
2. JSW Energy Ltd.0.42%

1. Ceigall India Limited0.59%
2. G R Infraprojects Limited0.58%
3. AWFIS SPACE SOLUTIONS LIMITED0.32%

1. Timken India Ltd.1.34%

1. Balkrishna Industries Ltd.1.29%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED1.29%

1. Sagility Limited0.77%
2. Inventurus Knowledge Solutions Limited0.52%

1. Leela Palaces Hotels & Resorts Limited0.95%
2. Chalet Hotels Ltd.0.26%

1. Ambuja Cements Ltd.1.20%

1. SRF Ltd.1.13%

1. PEARL GLOBAL INDUSTRIES LIMITED1.12%

1. CG Power and Industrial Solutions Ltd.1.10%

1. Afcons Infrastructure Limited0.68%
2. PNC Infratech Ltd.0.35%

About Fund

HDFC Business Cycle Fund Growth managed by HDFC Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹2,334 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.03. 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
This FundTata Housing Opportunities Fund Growth0419.09 CR2.41
This FundITI Banking and Financial Services Fund Growth1321.16 CR2.34
This FundHDFC Business Cycle Fund Growth02334.25 CR2.03
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundTata Housing Opportunities Fund Growth4.606638.1898
This FundITI Banking and Financial Services Fund Growth5.902340.3454
This FundHDFC Business Cycle Fund Growth3.794440.5783
This FundICICI Prudential PSU Equity Fund Growth13.2265103.2374
This FundNippon India Taiwan Equity Fund Growth232.3458350.8817

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 2.03. 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 : 10.65%
  • 6 Months : -5.49%
  • 1 Year : 3.79%
  • 3 Years : 12.02%
Returns of HDFC Business Cycle Fund Growth are updated daily based on NAV of ₹ 14.138 as on May 05,2026. Since inception, the return has been 40.58%.

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 ₹2,334 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.
Min Inv Amount: ₹500