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HDFC Business Cycle Fund - Growth Option

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Category: Equity: Thematic-Business-Cycle
Launch Date: 05-11-2022
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.98% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,928.66 Cr As on (28-11-2025)
Turn over: 30.76
NAV as on 15-12-2025

14.7

0.03 (0.1769%)

CAGR Since Inception

13.46%

NIFTY 500 TRI 12.45%

PERFORMANCE of HDFC Business Cycle Fund - Growth Option

Scheme Performance (%) Data as on - 12-12-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Business Cycle Fund - Growth Option -1.45 13.72 - - 13.46
NIFTY 500 TRI 3.05 15.53 17.43 15.21 12.45
Equity: Thematic-Business-Cycle -2.2 16.61 20.23 13.73 11.7

Yearly Performance (%)

Nav Movement

Fund Managers

FM 1 - Mr.Rahul Baijal, FM 2 - Mr.Dhruv Muchhal

Investment Objective

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 achieved.

RETURNS CALCULATOR for HDFC Business Cycle Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HDFC Business Cycle Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Business Cycle Fund - Growth Option 0.7 -0.36 0.86 - -
Equity: Thematic-Business-Cycle - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
HDFC Business Cycle Fund - Growth Option 05-11-2022 -1.45 8.44 13.72 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 11.19 20.02 21.79 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 2.63 16.18 16.97 0.0 0.0
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 1.27 16.53 0.0 0.0 0.0
Bandhan Business Cycle Fund - Regular Plan - Growth 01-09-2024 0.53 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 0.19 13.29 12.82 0.0 0.0
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 -0.54 0.0 0.0 0.0 0.0
Axis Business Cycles Fund - Regular Plan - Growth 05-02-2023 -1.67 11.46 0.0 0.0 0.0
Union Business Cycle Fund - Regular Plan - Growth Option 05-03-2024 -1.73 0.0 0.0 0.0 0.0
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 15-09-2021 -2.32 11.01 15.85 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of HDFC Business Cycle Fund - Growth Option

Portfolio as on