HDFC Business Cycle Fund · Regular · Growth
HDFC Mutual Fund · Managed by Rahul Baijal
NAV
₹14.5350
as of 17 Jun 2026
Expense Ratio
2.00%
AUM
₹2,643 Cr
Lumpsum returns (CAGR)
- 1Y
- +1.70%
- 3Y
- +10.65%
- 5Y
- —
- Since Inception
- +11.12%
SIP returns (XIRR)
- 1Y
- +2.88%
- 3Y
- +5.66%
- 5Y
- —
- Since Inception
- +7.83%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹100/month became
Real NAV backtest from day one
₹4,300
Invested
₹4,716
Value today
5.2%
XIRR (p.a.)
₹100/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹100 lumpsum at launch — value today
Invested on the fund's first NAV date
₹100
Invested
₹139
Value today
9.8%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹8,31,738
Value today
-0.4%
vs lumpsum
Direct lumpsum would have beaten STP by 0.4% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.32
Sharpe Ratio
-0.04
Alpha
0.49
Beta
-0.32
Sortino
14.99%
Std Dev
-17.30%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Bharti Airtel Ltd.6.21%
- 2Eternal Limited5.19%
- 3Icici Bank Ltd.5.06%
- 4Kotak Mahindra Bank Limited4.96%
- 5Titan Company Ltd.4.33%
- 6Anthem Biosciences Limited3.90%
- 7Hdfc Bank Ltd.£3.59%
- 8Fortis Healthcare Limited3.35%
- 9Vishal Mega Mart Limited3.10%
- 10Interglobe Aviation Ltd.2.74%
Investment Objective
HDFC Business Cycle Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
HDFC Business Cycle Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹2,643 Cr, reflecting investor confidence in the fund's strategy. The fund is managed by Rahul Baijal. It benchmarks its performance against NIFTY 500 Index (TRI). The current expense ratio is 2.00%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations