NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	HDFC Business Cycle Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹100
Expense Ratio	1.15%
NAV	₹16.30 (11 Nov 2026)
Fund Size	₹2,573.20 Cr
Fund Started	30 Nov 2022
Lock-in Period	No lock-in
Exit Load	In respect of each purchase/Switch-in of units, an Exit load of 1% 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.

Returns	HDFC Business Cycle Fund - Direct (G)
1M	4.84%
3M	0.50%
6M	6.98%
1Y	4.81%
3Y	11.92%
5Y	—
Since Inception	12.86%

Trailing risk-adjusted performance measures

Risk Ratio	HDFC Business Cycle Fund - Direct (G)
Alpha	0.82
Beta	0.94
Sharpe	0.37
Standard Deviation	4.44

Holding Analysis	HDFC Business Cycle Fund - Direct (G)
Top 5 Holdings	31.35%
Top 10 Holdings	46.17%
Portfolio Turnover	35.40
Equity	90.35%
Debt	9.72%
Cash	—

Name	Assets
TREPSReverse Repo	8.63%
Bharti Airtel LtdEquity	6.57%
Kotak Mahindra Bank...Equity	6.05%
ICICI Bank LtdEquity	5.66%
Titan Company LtdEquity	4.44%
HDFC Bank LtdEquity	3.26%
Eternal LtdEquity	3.16%
Pearl Global Indust...Equity	3.14%
Anthem Biosciences LtdEquity	2.97%
Cholamandalam Inves...Equity	2.29%

Fund Manager	HDFC Business Cycle Fund - Direct (G)
Name	, , ,

About	HDFC Business Cycle Fund - Direct (G)
AMC	HDFC Mutual Fund
Scheme Category	Thematic Fund
Benchmark	Nifty 500 TRI
Launch Date	11 Nov 2022