HDFC Business Cycle Fund - IDCW Option

Equity: Thematic-Business-Cycle Open Ended Scheme
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NAV
₹ 14.878 ₹ 0 (0.01 %)
as on 06-01-2026
Asset Size (AUM)
2,928.66 Cr
Launch Date
Nov 30, 2022
Invest in this scheme
Investment 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.There is no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Nov 30, 2022
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13.62

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
1.98%
Volatility
N/A
Fund House
HDFC Mutual Fund
Fund Manager
FM 1 - Mr.Rahul Baijal, FM 2 - Mr.Dhruv Muchhal
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
In respect of each purchase/switch-in of units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed/ switched-out after 1 year from the date of allotment. In respect of Systematic Transactions such as SIP, Flex SIP, STP, Flex STP, Swing STP, Exit Load, if any, prevailing on the date of registration / enrolment shall be levied.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
HDFC Business Cycle Fund - IDCW Option
ICICI Prudential Business Cycle Fund Growth
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
Bandhan Business Cycle Fund - Regular Plan - Growth
Kotak Business Cycle Fund-Regular Plan-Growth
Axis Business Cycles Fund - Regular Plan - Growth
DSP Business Cycle Fund - Regular - Growth
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
HDFC Business Cycle Fund - Growth Option
Union Business Cycle Fund - Regular Plan - Growth Option
Performance

Scheme Performance (%)

Data as on - 06-01-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
HDFC Business Cycle Fund - IDCW Option 30-11-2022 3.87 7.85 14.87 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 16.07 18.39 22.96 0.0 0.0
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 9.48 15.13 0.0 0.0 0.0
Bandhan Business Cycle Fund - Regular Plan - Growth 01-09-2024 6.45 0.0 0.0 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 5.62 15.71 18.67 0.0 0.0
Axis Business Cycles Fund - Regular Plan - Growth 05-02-2023 5.5 11.79 0.0 0.0 0.0
DSP Business Cycle Fund - Regular - Growth 17-12-2024 5.48 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 3.91 11.63 14.43 0.0 0.0
HDFC Business Cycle Fund - Growth Option 05-11-2022 3.87 7.85 14.87 0.0 0.0
Union Business Cycle Fund - Regular Plan - Growth Option 05-03-2024 3.7 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings