HDFC Business Cycle Fund
1Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹14.23
Expense Ratio
1.96%
Min SIP
₹100
Fund Size
₹2604Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 1Y, Nil after 1Y
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.22%
Beta
0.97
Sharpe Ratio
0.132157
Risk
11.08%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(0.88)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- HDFC Consumption Fund
- SBI Quality Fund
- ICICI Prudential Transportation and Logistics Fund
- Invesco India Business Cycle Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Manufacturing Fund
- Baroda BNP Paribas Innovation Fund
- HSBC India Export Opportunities Fund
- Motilal Oswal Active Momentum Fund
- Motilal Oswal Special Opportunities Fund
- SBI Equity Minimum Variance Fund
- Nippon India Quant Fund
- Aditya Birla Sun Life PSU Equity Fund
- The Wealth Company Ethical Fund
- Union Active Momentum Fund
- Tata Ethical Fund
- Nippon India Innovation Fund
- Bank of India Business Cycle Fund
- HDFC Business Cycle Fund
- Sundaram Business Cycle Fund
- Edelweiss Recently Listed IPO Fund
- HSBC Business Cycles Fund
- Baroda BNP Paribas Business Cycle Fund
- UTI Innovation Fund
- Motilal Oswal Quant Fund
- Union Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Axis Momentum Fund
- Axis Innovation Fund
- Sundaram Multi-Factor Fund
- Motilal Oswal Business Cycle Fund
- Quant Manufacturing Fund
- Quant Commodities Fund
- UTI-Transportation and Logistics Fund
- Axis Business Cycles Fund
- Invesco India ESG Integration Strategy Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Edelweiss Business Cycle Fund
- Canara Robeco Manufacturing Fund
- HDFC Housing Opportunities Fund
- Union Innovation & Opportunities Fund
- DSP Business Cycle Fund
- Quant Business Cycle Fund
- Invesco India Manufacturing Fund
- Tata India Innovation Fund
- HDFC Transportation and Logistics Fund
- Bandhan Business Cycle Fund
- SBI ESG Exclusionary Strategy Fund
- SBI PSU Fund
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Tata Business Cycle Fund
- SBI Quant Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- 360 ONE Quant Fund
- ICICI Prudential Business Cycle Fund
- ICICI Prudential Quant Fund
- Kotak ESG Exclusionary Strategy Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Bandhan Innovation Fund
- Kotak Manufacture in India Fund
- Aditya Birla Sun Life Business Cycle Fund
- ICICI Prudential Conglomerate Fund
- ITI Business Cycle Fund
- SBI Innovative Opportunities Fund
- ICICI Prudential Housing Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- ICICI Prudential Manufacturing Fund
- Kotak Active Momentum Fund
- HDFC Defence Fund
- Mahindra Manulife Manufacturing Fund
- LIC MF Manufacturing Fund
- ICICI Prudential PSU Equity Fund
- Franklin India Opportunities Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Mahindra Manulife Innovation Opportunities Fund
- Invesco India PSU Equity Fund
- Axis Quant Fund
- HDFC Innovation Fund
- Bandhan Transportation and Logistics Fund
- Kotak Transportation & Logistics Fund
- Shriram Multi Sector Rotation Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Nippon India Active Momentum Fund
- Motilal Oswal Innovation Opportunities Fund
- HDFC Manufacturing Fund
- ICICI Prudential Active Momentum Fund
- Kotak Rural Opportunities Fund
- WhiteOak Capital Special Opportunities Fund
- Kotak Pioneer Fund
- WhiteOak Capital Quality Equity Fund
- Quantum Ethical Fund
- Aditya Birla Sun Life Quant Fund
- Taurus Ethical Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
Rahul Baijal
HDFC Mutual FundTotal assets under management
₹793.71L Crores
Date of incorporation
10 Dec 1999
HDFC Business Cycle Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the HDFC Business Cycle Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The HDFC Business Cycle Fund has an AUM of ₹2603.96 Cr as on 5/26/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 18.05%. The risk is Very High against the category average of 64.51.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on HDFC Business Cycle Fund.
Ans. The expense ratio of HDFC Business Cycle Fund is 1.96%.