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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹2,678 Cr
Lock In Period
N/A
Expense Ratio
2
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 ₹13.905 NAV as of Mar 02,2026 and returns since inception of 45.62%. Minimum investments start at SIP ₹100. The HDFC Business Cycle Fund Growth AUM is ₹2,678 Cr, with a lock-in of N/A years, expense ratio of 2%, 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 -0.99% returns, against a category average of 0.76% and a category best of 18.53%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.99 | 0.76 | 18.53 |
| 6M | -5.27 | -0.21 | 51.71 |
| 1Y | 8.68 | 11.79 | 102.80 |
| 3Y | 13.35 | 10.91 | 212.12 |
Portfolio Analysis
- Equity: 92.00%
- Debt: 6.88%
- Others
As on: 2026-01-31
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About Fund
HDFC Business Cycle Fund Growth managed by HDFC Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹2,678 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundShriram Multi Sector Rotation Fund Growth | 0 | 184.31 CR | 2.38 |
| This FundInvesco India ESG Integration Strategy Fund Growth | 0 | 415.52 CR | 2.45 |
| This FundHDFC Business Cycle Fund Growth | 0 | 2678.2 CR | 2 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 1924.01 CR | 2.09 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 448.04 CR | 2.43 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundShriram Multi Sector Rotation Fund Growth | 3.7277 | 0 |
| This FundInvesco India ESG Integration Strategy Fund Growth | 3.3462 | 38.9273 |
| This FundHDFC Business Cycle Fund Growth | 8.6753 | 45.6173 |
| This FundICICI Prudential PSU Equity Fund Growth | 29.1357 | 116.9231 |
| This FundNippon India Taiwan Equity Fund Growth | 99.9761 | 199.4159 |
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. 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 : -0.99%
- 6 Months : -5.27%
- 1 Year : 8.68%
- 3 Years : 13.35%
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 ₹2,678 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