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HDFC Business Cycle Fund-Reg(G)

very highequity
14.13 0.14(1.03%) NAV as on 14 May 2026
3.03 % 1 M
1.34 % 1 Y
11.52 % 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND 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.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.03

As on 31 Mar, 2026
age-icon Age :

3 yrs 5 m

Since 30 11 ,2022
exit_load Exit Load :

1%

aum AUM :

2,603.96 Crs

lock_in Lock-in :

1% on or before 1Y, Nil after 1Y

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

7.62

Min_Investment Min. Investment :

SIP 100 & Lumpsum 100

Scheme_benchmark Scheme Benchmark :

NIFTY 500 - TRI

Fund_manager Fund Manager :

Rahul Baijal

LATEST ASSET & PORTFOLIO ALLOCATION

as on Apr 30 ,2026
Debt 1.09 %
Others 9.44 %
Equity 89.47 %

TOP HOLDINGS

Bharti Airtel Ltd.6.21 %
Eternal Ltd.5.19 %
ICICI Bank Ltd.5.06 %
Kotak Mahindra Bank Ltd.4.96 %
Titan Company Ltd.4.33 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private16.32
Pharmaceuticals & Drugs8.14
e-Commerce7.22
Telecommunication - Service Provider6.21
Finance - Housing5.71
See All Sectors

5-YEARS HISTORY

Financial Year2022-20232023-20242024-20252025-2026
NAV in Rs (as on 31-Mar-2026)9.6012.9513.4412.58
Net Assets(Rs Crores) (as on 31-Mar-2026) 2409.96 2938.19 2762.36 2334.25
Scheme Returns(%)(Absolute)-4.0534.562.82-5.38
B'mark Returns(%)(Absolute)NANANANA
Category Rank41/6143/8252/11996/133

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

HDFC Business Cycle Fund-Reg(G)Very HighEquity14.130.14(1.03%)NAV As on 14 May, 202630-Nov-2022Inception Date2,603.96AUM In Cr.1.34%1Y11.52%3YNA%5Y10.53%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity36.660.23(0.63%)NAV As on 14 May, 202630-Dec-2019Inception Date6,043.99AUM In Cr.13.60%1Y27.72%3Y24.99%5Y22.60%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity66.390.18(0.27%)NAV As on 14 May, 202618-Nov-2009Inception Date1,520.15AUM In Cr.8.48%1Y27.55%3Y23.68%5Y12.16%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity245.981.10(0.45%)NAV As on 14 May, 202621-Feb-2000Inception Date8,534.74AUM In Cr.1.28%1Y24.31%3Y19.77%5Y12.98%Since Inception
Kotak Pioneer Fund-Reg(G)Very HighEquity32.730.31(0.96%)NAV As on 14 May, 202631-Oct-2019Inception Date3,495.30AUM In Cr.10.75%1Y20.67%3Y15.86%5Y19.71%Since Inception