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
₹15.84
Expense Ratio
NA
Min SIP
₹100
Fund Size
₹2577Cr
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
-0.08%
Beta
NA
Sharpe Ratio
0.137604
Risk
12.89%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(4.89)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Taurus Ethical Fund
- ICICI Prudential Active Momentum Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential Commodities Fund
- Bandhan Transportation and Logistics Fund
- Kotak Transportation & Logistics Fund
- Kotak Rural Opportunities Fund
- Tata Ethical Fund
- HDFC Defence Fund
- ICICI Prudential Business Cycle Fund
- Franklin India Opportunities Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Tata India Innovation Fund
- HDFC Transportation and Logistics Fund
- The Wealth Company Ethical Fund
- Kotak Manufacture in India Fund
- HSBC India Export Opportunities Fund
- 360 ONE Quant Fund
- Union Active Momentum Fund
- SBI PSU Fund
- UTI-Transportation and Logistics Fund
- Axis Quant Fund
- Axis Business Cycles Fund
- Shriram Multi Sector Rotation Fund
- Canara Robeco Manufacturing Fund
- HSBC Business Cycles Fund
- Bank of India Business Cycle Fund
- Baroda BNP Paribas Business Cycle Fund
- Union Innovation & Opportunities Fund
- Union Business Cycle Fund
- UTI Innovation Fund
- Bandhan Multi-Factor Fund
- Axis Momentum Fund
- Quant ESG Integration Strategy Fund
- Quant Quantamental Fund
- Tata Business Cycle Fund
- Sundaram Business Cycle Fund
- Sundaram Multi-Factor Fund
- Quant Business Cycle Fund
- Quant Manufacturing Fund
- Quant Commodities Fund
- Qsif Sector Rotation Long-Short Fund
- Edelweiss Business Cycle Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- WhiteOak Capital Quality Equity Fund
- Quantum ESG Best In Class Strategy Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Transportation and Logistics Fund
- ICICI Prudential Quant Fund
- Kotak Pioneer Fund
- Kotak ESG Exclusionary Strategy Fund
- Kotak Special Opportunities Fund
- Kotak Active Momentum Fund
- Mahindra Manulife Manufacturing Fund
- Mahindra Manulife Innovation Opportunities Fund
- HDFC Business Cycle Fund
- HDFC Consumption Fund
- Bandhan Innovation Fund
- Bandhan Business Cycle Fund
- SBI ESG Exclusionary Strategy Fund
- SBI Innovative Opportunities Fund
- SBI Quant Fund
- SBI Quality Fund
- Nippon India Quant Fund
- Nippon India Innovation Fund
- Nippon India Active Momentum Fund
- Invesco India PSU Equity Fund
- Invesco India ESG Integration Strategy Fund
- Invesco India Business Cycle Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life Business Cycle Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Quant Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Active Momentum Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- ICICI Prudential Equity Minimum Variance Fund
- Quantum Ethical Fund
- HDFC Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- DSP Business Cycle Fund
- ICICI Prudential Rural Opportunities Fund
- LIC MF Manufacturing Fund
- HDFC Housing Opportunities Fund
- HDFC Manufacturing 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 ₹2577.25 Cr as on 7/7/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.26%. The risk is Very High against the category average of 57.16.
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 0%.