Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.71 | -1.00 | 16.16 |
| 6M | -3.70 | 1.04 | 124.71 |
| 1Y | 0.20 | 4.18 | 232.77 |
| 3Y | 11.42 | 11.33 | 373.26 |
HDFC Business Cycle Fund Growth managed by HDFC Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹2,604 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.7. 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.
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.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Tata Housing Opportunities Fund Growth | 1 | 476.11 CR | 2.48 |
| Kotak ESG Exclusionary Strategy Fund Growth | 0 | 752.38 CR | 2.37 |
| HDFC Business Cycle Fund Growth | 3 | 2603.96 CR | 2.7 |
| ICICI Prudential PSU Equity Fund Growth | 2 | 1975.03 CR | 2.38 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1138.67 CR | 2.17 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Housing Opportunities Fund Growth | -1.0136 | 34.4029 |
| This FundKotak ESG Exclusionary Strategy Fund Growth | -2.3999 | 36.1509 |
| This FundHDFC Business Cycle Fund Growth | 0.2049 | 38.3377 |
| This FundICICI Prudential PSU Equity Fund Growth | 8.5002 | 99.7302 |
| This FundNippon India Taiwan Equity Fund Growth | 228.1896 | 354.012 |