HDFC Business Cycle Fund Direct Growth
Equity
Direct
Equity - Other
NAV as on 20-02-2025
₹ 13.71
▲0.4%
1D
Inception Returns
15.2%
/yr
About HDFC Business Cycle Fund Direct Growth
HDFC Business Cycle Fund Direct Growth is an equity fund. This fund was started on 30 November, 2022. The fund is managed by Rahul Baijal. The fund could potentially beat inflation in the long-run.
Key Parameters
- HDFC Business Cycle Fund Direct Growth has ₹2837 Cr worth of assets under management (AUM) as on Jan 2025 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
HDFC Business Cycle Fund Direct Growth has given a CAGR return of 15.18% since inception. Over the last 1 year the fund has given a CAGR return of 4.08%.
Holdings
HDFC Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Securitize, Health, Communication, Tech, Utilities, Basic Materials, Real Estate, Consumer Defensive. Its top holdings are Larsen & Toubro Ltd, ICICI Bank Ltd, Bharti Airtel Ltd, Tata Motors Ltd, Zomato Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of HDFC Business Cycle Fund Direct Growth
To provide long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles. There is no assurance that the investment objective of the Scheme will be realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC Business Cycle Fund Direct Growth has no lock in period.
Historical NAV & Returns
HDFC Business Cycle Fund Direct Growth Overview
| Expense ratio | 0.8% |
Benchmark | IISL Nifty 500 TR INR |
| AUM | ₹2837 Cr |
| Inception Date | 30 November, 2022 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 27.33% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (20-Feb-25)
Fund Distribution
as on (31-Jan-25)
- AUM of the fund stands at 3K Cr as of Jan'25
- AUM decreased by 15.9 Cr between Jan'25 and Dec'24
Top 3 Sectors in January were Financial Services, Industrial & Consumer Cyclical
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Larsen & Toubro Ltd | 7.89% | 0% | |
 ICICI Bank Ltd | 7.65% | 0% | |
 Bharti Airtel Ltd | 7.14% | 0% | |
 Tata Motors Ltd | 5.5% | 16% | |
 Zomato Ltd | 4.33% | 0% |
Top Growth Drivers | 1M Return |
|---|---|
 Blue Jet Healthcare Ltd | 31.9% |
 Kotak Mahindra Bank Ltd | 3.4% |
HDFC Business Cycle Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹2837 Cr
Expense Ratio 0.8%
Frequently Asked Questions for HDFC Business Cycle Fund Direct Growth
HDFC Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -4.35% | -4.35% |
6 Month Returns | -9.11% | -9.11% |
1 Year Returns | 4.08% | 4.08% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HDFC Business Cycle Fund Direct Growth | -1.94 | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HDFC Business Cycle Fund Direct Growth | 0.96 | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HDFC Business Cycle Fund Direct Growth | 0.12 | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HDFC Business Cycle Fund Direct Growth | 12.17 | - | - |