Q: What are the returns of HDFC Business Cycle Fund?

The HDFC Business Cycle Fund is a 2 yrs 5 m old fund and has delivered average annual returns of 16.09% since inception. HDFC Business Cycle Fund Returns 1-Year Since Inception 6.45% 16.09%

Question 1

What is the current NAV of HDFC Business Cycle Fund?

Accepted Answer

The current Net Asset Value (NAV) of the HDFC Business Cycle Fund - Direct Growth plan is approximately ₹14.321 as of Apr 23, 2025.

Question 2

What are the returns of HDFC Business Cycle Fund?

Accepted Answer

The HDFC Business Cycle Fund is a 2 yrs 5 m old fund and has delivered average annual returns of 16.09% since inception.

HDFC Business Cycle Fund Returns

1-Year	Since Inception
6.45%	16.09%

Question 3

How much does HDFC Business Cycle Fund charge as the expense ratio?

Accepted Answer

The HDFC Business Cycle Fund - Direct Growth has an expense ratio of 0.98%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of HDFC Business Cycle Fund?

Accepted Answer

The HDFC Business Cycle Fund currently has assets under management (AUM) or fund size valued at approximately ₹2,762 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of HDFC Business Cycle Fund?

Accepted Answer

The HDFC Business Cycle Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
ICICI Bank Ltd.	8.45%
Tata Motors Ltd.	8.23%
Bharti Airtel Ltd.	7.81%
Larsen & Toubro Ltd.	6.92%
Axis Bank Ltd.	5.84%
Eternal Ltd.	5.17%
HDFC Bank Ltd.	4.0%
Infosys Ltd.	3.7%
Kotak Mahindra Bank Ltd.	3.18%
JSW Energy Ltd.	2.7%

Question 6

What are the top sectors HDFC Business Cycle Fund has invested in?

Accepted Answer

The HDFC Business Cycle Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
ICICI Bank Ltd.	8.45%
Tata Motors Ltd.	8.23%
Bharti Airtel Ltd.	7.81%
Larsen & Toubro Ltd.	6.92%
Axis Bank Ltd.	5.84%
Eternal Ltd.	5.17%
HDFC Bank Ltd.	4.0%
Infosys Ltd.	3.7%
Kotak Mahindra Bank Ltd.	3.18%
JSW Energy Ltd.	2.7%

Question 7

What is the risk level of HDFC Business Cycle Fund?

Accepted Answer

This is a Business Cycle fund comes with Very High risk.

Question 8

Is there any lock-in period in HDFC Business Cycle Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in HDFC Business Cycle Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for HDFC Business Cycle Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in HDFC Business Cycle Fund is complete.

Question 10

How can I redeem my investments in HDFC Business Cycle Fund?

Accepted Answer

Redeeming your investments in HDFC Business Cycle Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in HDFC Business Cycle Fund from anywhere else, you can go to the fund house website and put a request through it.

VRO rating	N.A.
Expense ratio	0.98% as on Mar 31, 2025
Exit load	1.0% Exit load of 1%, if redeemed within 1 year.!
AUM (Fund size)	₹2,762 Crs
Lock-in	No Lockin
Age	2 yrs 5 m since Nov 11, 2022
Benchmark	NIFTY 500 TRI
Min. investment	SIP ₹500 & Lump. ₹1000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Period	This fund	Category average
1 month	1.96%	3.33%
3 months	2.79%	3.17%
6 months	-3.34%	-3.92%
1 year	6.45%	8.22%

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
HDFC Business Cycle Fund	N.A.	₹2,762 Crs	2 yrs 5 m	0.98%
HSBC Business Cycles Fund	N.A.	₹967 Crs	10 yrs 8 m	1.12%
Quant Business Cycle Fund	N.A.	₹1,238 Crs	1 yrs 11 m	0.49%
Axis Business Cycles Fund	N.A.	₹2,295 Crs	2 yrs 2 m	0.7%
ICICI Prudential Business Cycle Fund	N.A.	₹11,894 Crs	4 yrs 3 m	0.82%
Tata Business Cycle Fund	N.A.	₹2,735 Crs	3 yrs 9 m	0.54%

Fund name	1M	6M	1Y	3Y	5Y	10Y
HDFC Business Cycle Fund	1.96%	-3.34%	6.45%	N.A.	N.A.	N.A.
HSBC Business Cycles Fund	3.34%	-4.74%	12.74%	23.25%	30.37%	14.03%
Quant Business Cycle Fund	2.11%	-10.85%	-1.5%	16.66%	9.68%	4.73%
Axis Business Cycles Fund	3.4%	-2.07%	8.33%	17.17%	9.98%	4.87%
ICICI Prudential Business Cycle Fund	3.23%	0.7%	11.16%	22.86%	19.42%	9.28%
Tata Business Cycle Fund	3.53%	-4.83%	5.91%	22.08%	14.15%	6.84%

Fund name	Std. deviation	Beta	Sharpe	Sortino
HDFC Business Cycle Fund	N.A.	N.A.	N.A.	N.A.
HSBC Business Cycles Fund	17.96	1.1	0.81	1.24
Quant Business Cycle Fund	N.A.	N.A.	N.A.	N.A.
Axis Business Cycles Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential Business Cycle Fund	13.1	0.83	1.09	2.35
Tata Business Cycle Fund	14.86	0.97	0.88	1.5

HDFC Business Cycle Fund Direct - Growth

Historical NAV & returns

HDFC Business Cycle Fund overview

HDFC Business Cycle Fund Returns calculator

Trailing returns as on Apr 10, 2025

Asset allocationas on Mar 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare HDFC Business Cycle Fund in detail with

About this fund

About HDFC Business Cycle Fund

Fund managers

Investment objective

HDFC Mutual Fund details

More funds from HDFC Mutual Fund

Frequently asked questions

HDFC Business Cycle Fund Returns

ET Money rank

Fund AUM	₹2,762 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	75 view all schemes
Total AUM	₹7,80,967 Crs as on Mar 31, 2025
Address	"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate Mumbai, 400020
Email	shareholders.relations@hdfcfund.com
Phone	022 ? 66316333

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
HDFC Infrastructure Fund	N.A.	₹2,329 Crs	4.73%	36.89%
HDFC Small Cap Fund	N.A.	₹30,223 Crs	2.48%	36.3%
HDFC Mid-Cap Opportunities Fund	N.A.	₹72,610 Crs	12.3%	34.83%
HDFC Focused 30 Fund	N.A.	₹17,227 Crs	18.97%	32.76%
HDFC Flexi Cap Fund	N.A.	₹69,639 Crs	18.27%	32.3%
HDFC Large and Mid Cap Fund	N.A.	₹23,380 Crs	9.8%	30.96%

Sector	Percentage of Portfolio
Financial	25.71%
Construction	11.06%
Automobile	9.25%
Services	8.239999999999998%
Communication	7.81%
Technology	7.0600000000000005%
Healthcare	7.04%
Capital Goods	6.44%
Consumer Discretionary	2.28%
Materials	1.67%