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
₹14.43
Expense Ratio
2.03%
Min SIP
₹100
Fund Size
₹2334Cr
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
-0.24%
Beta
0.97
Sharpe Ratio
0.139839
Risk
12.52%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(4.92)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Kotak ESG Exclusionary Strategy Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Tata Business Cycle Fund
- Franklin India Opportunities Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential Business Cycle Fund
- Aditya Birla Sun Life PSU Equity Fund
- ICICI Prudential Manufacturing Fund
- Invesco India ESG Integration Strategy Fund
- Kotak Pioneer Fund
- ICICI Prudential Transportation and Logistics Fund
- Nippon India Innovation Fund
- HDFC Consumption Fund
- Invesco India PSU Equity Fund
- Motilal Oswal Business Cycle Fund
- Tata Ethical Fund
- Motilal Oswal Quant Fund
- Bandhan Innovation Fund
- Baroda BNP Paribas Innovation Fund
- Tata India Innovation Fund
- Edelweiss Business Cycle Fund
- Canara Robeco Manufacturing Fund
- Motilal Oswal Special Opportunities Fund
- UTI-Transportation and Logistics Fund
- Sundaram Multi-Factor Fund
- Quant Manufacturing Fund
- Quantum ESG Best In Class Strategy Fund
- DSP Business Cycle Fund
- SBI PSU Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Aditya Birla Sun Life Conglomerate Fund
- Baroda BNP Paribas Manufacturing Fund
- Quant Quantamental Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Kotak Manufacture in India Fund
- Axis Business Cycles Fund
- Nippon India Quant Fund
- Quant Business Cycle Fund
- Axis Innovation Fund
- HSBC Business Cycles Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Mahindra Manulife Innovation Opportunities Fund
- SBI Innovative Opportunities Fund
- Union Business Cycle Fund
- Axis Momentum Fund
- ICICI Prudential Commodities Fund
- Quant Commodities Fund
- Quant ESG Integration Strategy Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Business Cycle Fund
- HSBC India Export Opportunities Fund
- ICICI Prudential Active Momentum Fund
- Bandhan Business Cycle Fund
- ICICI Prudential Quant Fund
- UTI Innovation Fund
- Motilal Oswal Manufacturing Fund
- Shriram Multi Sector Rotation Fund
- LIC MF Manufacturing Fund
- Nippon India Active Momentum Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Baroda BNP Paribas Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- HDFC Manufacturing Fund
- Kotak Special Opportunities Fund
- Motilal Oswal Active Momentum Fund
- Union Innovation & Opportunities Fund
- Kotak Rural Opportunities Fund
- Invesco India Business Cycle Fund
- SBI Quality Fund
- HDFC Housing Opportunities Fund
- SBI Equity Minimum Variance Fund
- HDFC Defence Fund
- Bandhan Transportation and Logistics Fund
- WhiteOak Capital Special Opportunities Fund
- Aditya Birla Sun Life Special Opportunities Fund
- ICICI Prudential Conglomerate Fund
- Sundaram Business Cycle Fund
- ICICI Prudential PSU Equity Fund
- Union Active Momentum Fund
- HDFC Transportation and Logistics Fund
- Mahindra Manulife Manufacturing Fund
- Kotak Active Momentum Fund
- Bank of India Business Cycle Fund
- The Wealth Company Ethical Fund
- ITI Business Cycle Fund
- HDFC Business Cycle Fund
- WhiteOak Capital Quality Equity Fund
- 360 ONE Quant Fund
- HDFC Innovation Fund
- SBI ESG Exclusionary Strategy Fund
- Axis Quant 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 ₹2334.25 Cr as on 5/7/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 18.49%. The risk is Very High against the category average of 66.37.
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 2.03%.