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Mutual Funds

HDFC Business Cycle Fund

HD

HDFC Business Cycle Fund

Thematic-Business CycleRank #6
Not Rated

NAV (2026-07-14)

15.04

AUM

₹2,703.41 Cr

Exp. Ratio: 2.13%

RISK LEVEL

Very High

Returns & Performance

1 Year2.23%0.04% vs cat avgRank #7
3 Year10.93%3.07% vs cat avgRank #7
5 Year----
Since Launch11.92%--

Fund vs Category Average

1Y
2.23%+0.04%
3Y
10.93%-3.07%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period
Decent 1Y category rank (#7)
Overall top-10 rank in category (#6)

Cons

3Y returns below category average
Higher expense ratio (2.13%)
ISININF179KC1EB5
NAV₹15.04
NAV Date2026-07-14
AUM₹2,703.41 Cr
Expense Ratio2.13%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1999-12-10

INVESTMENT OBJECTIVE

The scheme seeks 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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Dhruv Muchhal

Mr. Dhruv has done B.Com, CA and CFA

Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells

Top Holdings

Holdings data not available for this scheme