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HDFC Mutual Fund · Equity: Thematic-Business-Cycle
HDFC BusIness Cycle Fund - Growth Option
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.There is no assurance that the investment objective of the Scheme will be achieved.
EquityBenchmark · Nifty 500 TRITER · 1.98%Inception · 05-11-2022
NAV
₹15.18
+0.67% · as of 10-07-2026
Since inception
12.22%
CAGR
Benchmark (inception)
12.13%
CAGR
Fund size
₹2,579 Cr
AUM
Expense ratio
1.98%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +12.22% CAGR vs benchmark +12.13%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.08%
TREPS - Tri-party Repo5.70%
ZOMATO LIMITED EQ5.31%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.08%
Kotak Mahindra Bank Limited5.03%
TITAN COMPANY LIMITED EQ NEW Re.1/-4.07%
ANTHEM BIOSCIENCES PRIVATE LIMITED EQ NEW FV Rs. 2/-3.94%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.50%
FORTIS HEALTHCARE LIMITED. EQ3.41%
VISHAL MEGA MART PRIVATE LIMITED EQ3.12%
Sector allocation
Financial Services30.22%
Consumer Services13.02%
Healthcare11.76%
Telecommunication6.08%
Services4.97%
Capital Goods4.67%
Consumer Durables4.36%
Automobile and Auto Components4.05%
Chemicals3.46%
Power3.35%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.2% p.a.₹10,000
10 years
Projected value
₹23,54,066
Invested: ₹12,00,000
Gained: ₹11,54,066
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Rahul Baijal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150803
ISIN (Growth)
INF179KC1EB5
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India BusIness Cycle Fund Gr
₹14.22
1Y
+13.6%
3Y
+0.0%
5Y
+0.0%
Kotak BusIness Cycle Fund Reg Gr
₹17.22
1Y
+5.7%
3Y
+15.7%
5Y
+0.0%
MahIndra Manulife BusIness Cycle Fund Reg Gr
₹15.71
1Y
+5.4%
3Y
+0.0%
5Y
+0.0%
Union BusIness Cycle Reg Gr
₹11.72
1Y
+4.9%
3Y
+0.0%
5Y
+0.0%
Quant BusIness Cycle Fund Gr Reg Plan
₹16.71
1Y
+2.5%
3Y
+16.2%
5Y
+0.0%
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