HDFC Business Cycle Fund - IDCW Option
Category: Equity: Thematic-Others
Launch Date: 30-11-2022
AUM:
₹ 2,954.61 Cr
Expense Ratio
1.98%
Benchmark
NIFTY 500 TRI
ISIN
INF179KC1EC3
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1 - Mr.Rahul Baijal, FM 2 - Mr.Dhruv Muchhal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HDFC Business Cycle Fund - IDCW Option | -1.15 | - | - |
| NIFTY 500 TRI | -2.55 | 16.27 | 21.42 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
14.547
Last change
-0.11 (-0.7699%)
Fund Size (AUM)
₹ 2,954.61 Cr
Performance
15.02% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
FM 1 - Mr.Rahul Baijal, FM 2 - Mr.Dhruv Muchhal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.48 |
| ZOMATO LIMITED EQ | 6.33 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.24 |
| TATA MOTORS LIMITED EQ NEW FV RS. 2/- | 4.97 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.1 |
| VISHAL MEGA MART PRIVATE LIMITED EQ | 3.77 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.97 |
| APTUS VALUE HOUSING FINANCE INDIA LIMITED EQ NEW FV RS.2/- | 2.94 |
| TREPS - Tri-party Repo | 2.82 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.81 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.88 |
| Consumer Services | 15.53 |
| Healthcare | 8.48 |
| Automobile and Auto Components | 7.1 |
| Telecommunication | 6.24 |
| Capital Goods | 5.71 |
| Services | 5.46 |
| Power | 3.03 |
| Realty | 2.92 |
| Construction | 2.59 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HDFC Business Cycle Fund IDCW | 0.0 |
| Sundaram Services Reg Gr | 25.1 |
| ICICI Pru India Opportunities Cum | 30.66 |
| ICICI Pru Exports & Services Gr | 24.2 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 20.52 |
| Franklin India Opportunities Gr | 29.54 |
| ICICI Pru Commodities Gr | 33.09 |
| HDFC Defence Fund Gr | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 21.39 |