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)

₹2,775 Cr

Lock In Period

N/A

Expense Ratio

2.14

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(%)
1M-4.94-1.178.60
6M14.393.0240.03
1Y-0.783.91121.55
3Y9.0412.55332.84

Portfolio Analysis

  • Equity: 93.44%
  • Debt: 5.47%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Ltd.5.46%
2. Kotak Mahindra Bank Limited5.10%
3. HDFC Bank Ltd.3.09%
4. Indusind Bank Ltd.2.41%
5. Axis Bank Ltd.0.61%
6. Au Small Finance Bank Ltd.0.21%

1. Anthem Biosciences Limited4.30%
2. Eris Lifesciences Ltd1.76%
3. MANKIND PHARMA LIMITED1.26%
4. Torrent Pharmaceuticals Ltd.0.55%

1. Home First Finance Company India Ltd2.25%
2. Aadhar Housing Finance Limited2.23%
3. Aptus Value Housing Finance India Ltd1.79%

1. Eternal Limited2.80%
2. Swiggy Limited2.08%
3. Shiprocket Limited0.52%
4. Brainbees Solutions Limited (FirstCry)0.38%

1. Bharti Airtel Ltd.5.60%

1. Titan Company Ltd.4.73%

1. ACME Solar Holdings Limited1.77%
2. GE Vernova T&D India Limited1.67%
3. Lumino Industries Limited0.19%

1. Fortis Healthcare Limited1.92%
2. Global Health Limited1.20%

1. Aether Industries Ltd3.08%

1. PEARL GLOBAL INDUSTRIES LIMITED3.00%

1. Cholamandalam Investment & Finance Co. Ltd.2.49%
2. Shriram Finance Ltd.0.44%

1. Bajaj Auto Limited2.37%
2. Ola Electric Mobility Limited0.40%

1. InterGlobe Aviation Ltd.2.75%

1. Vishal Mega Mart Limited2.63%

1. Clean Max Enviro Energy Solutions Limited2.13%
2. JSW Energy Ltd.0.39%

1. Chalet Hotels Ltd.1.18%
2. Leela Palaces Hotels & Resorts Limited1.12%

1. PB Fintech Limited1.65%

1. Bharat Dynamics Limited1.43%

1. Bosch Limited1.26%

1. Dhoot Transmission Limited1.22%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED1.19%

1. KSB Ltd1.18%

1. Le Travenues Technology Limited1.12%

1. G R Infraprojects Limited0.54%
2. AWFIS SPACE SOLUTIONS LIMITED0.30%
3. Ceigall India Limited0.21%
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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 ₹2,775 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 NameRatingsAUMExpense Ratio
SBI Dividend Yield Fund Growth08,553 CR1.96
Quant Business Cycle Fund Growth0984 CR3
HDFC Business Cycle Fund Growth32,774 CR2.14
UTI Gold Exchange Traded Fund Growth04,513 CR0.59
Nippon India Taiwan Equity Fund Growth31,128 CR2.4
Fund Name1Y3Y
This FundSBI Dividend Yield Fund Growth-0.476728.5991
This FundQuant Business Cycle Fund Growth1.833129.4124
This FundHDFC Business Cycle Fund Growth-0.783329.6453
This FundUTI Gold Exchange Traded Fund Growth25.5918151.4874
This FundNippon India Taiwan Equity Fund Growth118.5978315.3149

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 2.14. 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 : -4.94%
  • 6 Months : 14.39%
  • 1 Year : -0.78%
  • 3 Years : 9.04%
Returns of HDFC Business Cycle Fund Growth are updated daily based on NAV of ₹ 14.694 as on Oct 01,2026. Since inception, the return has been 29.65%.

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 ₹2,775 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.
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