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 ₹14.423 as of 16 Jun, 2026. HDFC Business Cycle Fund Growth has delivered 34.60% 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 2.33% returns.

HDFC Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.33-0.657.69
6M-2.770.32101.81
1Y-0.772.86192.52
3Y10.4110.93336.97

Portfolio Analysis

  • Equity: 92.55%
  • Debt: 6.31%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI Bank Ltd.5.08%
2. Kotak Mahindra Bank Limited5.03%
3. HDFC Bank Ltd.3.50%
4. Indusind Bank Ltd.2.33%
5. Axis Bank Ltd.1.49%
6. Au Small Finance Bank Ltd.0.21%

1. Eternal Limited5.31%
2. Swiggy Limited2.05%
3. Brainbees Solutions Limited (FirstCry)0.50%

1. Anthem Biosciences Limited3.94%
2. Eris Lifesciences Ltd2.04%
3. MANKIND PHARMA LIMITED1.33%

1. Aptus Value Housing Finance India Ltd2.71%
2. Home First Finance Company India Ltd1.80%
3. Aadhar Housing Finance Limited1.62%

1. Bharti Airtel Ltd.6.08%

1. Fortis Healthcare Limited3.41%
2. Global Health Limited1.04%

1. Titan Company Ltd.4.07%

1. Cholamandalam Investment & Finance Co. Ltd.2.68%
2. Shriram Finance Ltd.0.49%

1. Vishal Mega Mart Limited3.12%

1. Bajaj Auto Limited2.58%
2. Ola Electric Mobility Limited0.44%

1. InterGlobe Aviation Ltd.2.84%

1. Clean Max Enviro Energy Solutions Limited2.04%
2. JSW Energy Ltd.0.48%

1. Aether Industries Ltd2.32%

1. PEARL GLOBAL INDUSTRIES LIMITED2.17%

1. Chalet Hotels Ltd.1.11%
2. Leela Palaces Hotels & Resorts Limited0.87%

1. Ceigall India Limited0.65%
2. G R Infraprojects Limited0.60%
3. AWFIS SPACE SOLUTIONS LIMITED0.41%

1. PB Fintech Limited1.61%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED1.48%

1. Bharat Dynamics Limited1.45%

1. CG Power and Industrial Solutions Ltd.1.40%

1. SRF Ltd.1.14%

1. Timken India Ltd.1.01%

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-9.71229.6837
This FundKotak ESG Exclusionary Strategy Fund Growth-4.169931.8308
This FundHDFC Business Cycle Fund Growth-0.77234.6038
This FundHDFC Defence Fund Growth10.9421175.8586
This FundNippon India Taiwan Equity Fund Growth188.538319.2154

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 : 2.33%
  • 6 Months : -2.77%
  • 1 Year : -0.77%
  • 3 Years : 10.41%
Returns of HDFC Business Cycle Fund Growth are updated daily based on NAV of ₹ 14.423 as on Jun 15,2026. Since inception, the return has been 34.60%.

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.