HDFC Business Cycle Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
HDFC Business Cycle Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹2,775 Cr
N/A
2.14
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.
NIfty 500 Total Return
HDFC Business Cycle Fund Growth Calculate Returns
You would have got
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.47 | -1.47 | 8.60 |
| 6M | 8.48 | 2.20 | 37.55 |
| 1Y | -1.96 | 3.30 | 127.68 |
| 3Y | 9.24 | 13.88 | 328.47 |
Portfolio Analysis
- Equity: 93.44%
- Debt: 5.47%
- Others
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 ₹2,775 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.14. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ICICI Prudential ESG Exclusionary Strategy Fund Growth | 0 | 1,356 CR | 2.2 |
| ICICI Prudential Housing Opportunities Fund Growth | 1 | 2,728 CR | 2.05 |
| HDFC Business Cycle Fund Growth | 3 | 2,774 CR | 2.14 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4,513 CR | 0.59 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,128 CR | 2.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential ESG Exclusionary Strategy Fund Growth | -11.0323 | 28.966 |
| This FundICICI Prudential Housing Opportunities Fund Growth | -5.8173 | 29.1069 |
| This FundHDFC Business Cycle Fund Growth | -1.962 | 30.3549 |
| This FundUTI Gold Exchange Traded Fund Growth | 21.8042 | 155.6219 |
| This FundNippon India Taiwan Equity Fund Growth | 124.6466 | 311.1578 |
HDFC Business Cycle Fund Growth FAQs
- 1 Month : -4.47%
- 6 Months : 8.48%
- 1 Year : -1.96%
- 3 Years : 9.24%
