Mutual Funds

HDFC Business Cycle Fund-Reg(G)
Equity | Very High | Equity - Thematic Fund - Other

14.84 +0.00
NAV(₹) as on 7/11/2025

0.02%
1D

3.22%
1Y

-
3Y

-
5Y

HDFC Business Cycle Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 1.98	Launch Date: 30 Nov 2022
Exit Load: 1% on or before 1Y, Nil after 1Y	AUM: ₹ 2,972.26 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 7.19	Min. Investment: SIP : ₹ 100.0 Lumpsum : ₹ 100.0
Scheme Benchmark: NA
Fund Manager: Rahul Baijal

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.

LATEST ASSET & PORTFOLIO ALLOCATION		Others		Equity
as on 31/10/2025		1.66 %		98.34 %

TOP HOLDINGS

Eternal Ltd.

6.82 %

ICICI Bank Ltd.

6.12 %

Bharti Airtel Ltd.

5.92 %

HDFC Bank Ltd.

4.02 %

Vishal Mega Mart Ltd.

3.66 %

Fortis Healthcare Ltd.

3.26 %

Titan Company Ltd.

3.24 %

Anthem Biosciences Ltd.

3.19 %

Bajaj Auto Ltd.

3.04 %

Aptus Value Housing Finance India Ltd.

2.87 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

ALLOCATION BY SECTOR

Bank - Private

14.62 %

Pharmaceuticals & Drugs

9.90 %

e-Commerce

9.09 %

Telecommunication - Service

5.92 %

Finance - Housing

4.40 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2022-23	2023-24	2024-25
NAV (31/3/2025)	9.60	12.95	13.44
Net Assets (Rs Crores)	2,40,995.92	2,93,818.74	2,76,236.32
Scheme Returns(%)(Absolute)	-4.05	34.56	2.82
B'mark Returns(%)(Absolute)	NA	NA	NA
Category Rank	41/61	43/82	52/119

RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at Very High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
The Wealth Company Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.83 +0.00	14/10/2025	₹ 38.9	-	-	-	-1.70%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.64 +0.01	14/8/2025	₹ 54.35	-	-	-	6.38%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.54 +0.00	30/10/2024	₹ 71.09	5.24%	-	-	5.28%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.76 +-0.01	20/12/2024	₹ 83.15	-	-	-	-2.40%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.75 +0.02	6/6/2024	₹ 160.76	-11.08%	-	-	-8.96%
Motilal Oswal Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.01 +0.09	17/3/2025	₹ 168.7	-	-	-	20.11%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.98 +0.00	9/12/2024	₹ 195.3	-	-	-	-20.22%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.77 +0.01	6/6/2024	₹ 141.43	-9.73%	-	-	-1.59%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.88 +0.05	28/2/2025	₹ 283.4	-	-	-	18.79%
Quant Commodities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 13.10 +0.04	27/12/2023	₹ 353.67	-9.86%	-	-	15.59%