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3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2970.53 Cr.
Expense Ratio
0.71% (inclusive of GST)
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.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| Axis Bank | 5.48 % |
| Infosys | 4.66 % |
| Kotak Mah. Bank | 4.29 % |
| IndusInd Bank | 4.12 % |
| Tata Motors | 4.12 % |
| Titan Company | 3 % |
| SRF | 2.15 % |
| Embassy Off.REIT | 2.02 % |
| Astral | 2.02 % |
| Mphasis | 1.95 % |
| Fortis Health. | 1.94 % |
| Dabur India | 1.87 % |
| Mankind Pharma | 1.63 % |
| Bharat Electron | 1.5 % |
| Cholaman.Inv.&Fn | 1.48 % |
| JNK | 1.44 % |
| Hind.Aeronautics | 1.39 % |
| Whirlpool India | 1.35 % |
| DLF | 1.19 % |
| Apollo Hospitals | 1.18 % |
| AAVAS Financiers | 1 % |
| Delhivery | 0.99 % |
| RHI Magnesita | 0.9 % |
| Crompton Gr. Con | 0.89 % |
| Sun Pharma.Inds. | 0.89 % |
| Aether Industri. | 0.82 % |
| PNC Infratech | 0.78 % |
| Hindalco Inds. | 0.74 % |
| Sula Vineyards | 0.72 % |
| Westlife Food | 0.63 % |
| KSB | 0.62 % |
| G R Infraproject | 0.58 % |
| Timken India | 0.56 % |
| Blue Jet Health | 0.48 % |
| ION Exchange | 0.45 % |
| Navin Fluo.Intl. | 0.43 % |
| Vedant Fashions | 0.4 % |
| Sapphire Foods | 0.35 % |
| Team Lease Serv. | 0.34 % |
| Bharti Hexacom | 0.3 % |
| KNR Construct. | 0.3 % |
| Phoenix Mills | 0.28 % |
| Grindwell Norton | 0.26 % |
| Volt.Transform. | 0.23 % |
| Chalet Hotels | 0.23 % |
| Epack Durable | 0.23 % |
| Inox India | 0.17 % |
| Indian Renewable | 0.15 % |
| Blue Dart Expres | 0.14 % |
| Bharat Dynamics | 0.11 % |
| Kaynes Tech | 0.08 % |
| Dixon Technolog. | 0.08 % |
| Sona BLW Precis. | 0.06 % |
| JSW Infrast | 0.01 % |
| Net CA & Others | -1.47 % |
HDFC Mutual Fund Managers
RB
Rahul Baijal
Fund Manager since Nov 2022
Fund House Details
HDFC Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Invesco India PSU Equity Fund Direct Plan IDCW (Payout / Payout) |
42.14% |
0 |
|
Quant Infrastructure Fund IDCW Direct Plan Payout |
38.55% |
0 |
|
Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout) |
37.43% |
0 |
Schemes by HDFC Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Growth Direct Plan
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale IDCW Direct Plan Payout
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale Growth Direct Plan
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Quarterly IDCW Direct Plan Reinvestment
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale Monthly IDCW Direct Plan Payout
About HDFC Business Cycle Fund Growth Direct Plan
HDFC Business Cycle Fund Direct - Growth is an intriguing thematic mutual fund scheme by HDFC Mutual Fund. This fund picks domestic equities of large-cap, mid-cap and small-cap companies. This is an open-ended fund, which gives the investor an opportunity to invest at any time. Moreover, there is no lock-in period for this fund, offering investors the liberty to withdraw their investments at their convenience and requirements. The expense ratio of this fund is low compared to its category average.
Investment Objective of the Scheme
The HDFC Business Cycle Fund Direct-Growth aims for long-term capital appreciation. The unique feature of this fund is its focus on tapping into the opportunities presented by various business cycles. The fund dynamically allocates its investments across different sectors and stocks that are at different stages of business cycles, thus aiming to take advantage of economic fluctuations.
Key Features of The Fund
| 5-year return | NA |
| Expense Ratio | 0.71% |
| Fund Manager | Rahul Baijal |
| Fund Size | ₹2970.53 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The HDFC Business Cycle Fund may be an appropriate choice for those investors who have a sophisticated understanding of macroeconomic trends and are comfortable making selective bets for potentially higher returns. However, this comes with an acceptance of moderate to high risk. Investors who are comfortable with these parameters and have a long-term investment horizon may find this fund to be an exciting addition to their portfolio. However, as always, investors should carefully consider their own financial goals, risk tolerance, and investment horizon before making investment decisions.
AMC Contact Details
| Name | HDFC Mutual Fund |
| Launch Date | July 2000 |
| Addresss | "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020 |
| Contact | 1800 3010 67671800 419 7676 |
| hello@hdfcfund.com | |
| Website | https://www.hdfcfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
