AnandRathi

HDFC Business Cycle Fund - Regular (G)

EquitySectoral / Thematic

Last Updated NAV Date: 13 May 2026

3 Year Returns

11.15%

NAV (₹)

13.9900

1 Day NAV Change

0.34%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 100
AUM₹ 2603.96 Cr
Expense Ratio1.98%
Lock-in PeriodNo Lock-in Period
Inception Date30 Nov 2022
Fund Age3 Yrs

Exit Load

In respect of each purchase/Switch-in of units, an Exit load of 1% 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.

Fund’s 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 realized.

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Returns Estimator

Estimation is based on the past performance

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Select Duration

Yrs

1 Yr

30 Yrs

Expected Rate of Return

12%

8%

30%

The value of your investment after 5 Years will be

₹4,12,432

Invested Amount

₹3,00,000

Est. Returns

₹1,12,432

Scheme’s Historical Return

1 Month Return1.98%
3 Month Return-3.64%
6 Month Return-6.15%
1 Year Return0.85%
3 Year Return11.15%
5 Year Return-

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Apr 2026
SectorsAllocationWeightageValue (in Cr.)
Banks
18.02%₹ 469.183
Others
13.25%₹ 345.065
Finance
11.83%₹ 308.026
Pharmaceuticals
8.99%₹ 234.068
E-Commerce/App based Aggregator
7.10%₹ 184.955
Telecom-Service
6.85%₹ 178.48
Diamond, Gems and Jewellery
4.78%₹ 124.589
Retail
4.29%₹ 111.762
Automobile
3.97%₹ 103.292
Chemicals
3.86%₹ 100.55

Stock Holdings

Last Updated: 30 Apr 2026
NameAllocationWeightageValue (in Cr.)Sector
TREPS
7.01%₹ 182.543Debt Others
Bharti Airtel
6.21%₹ 161.699Telecom-Service
Eternal
5.19%₹ 135.023E-Commerce/App based Aggregator
ICICI Bank
5.06%₹ 131.646Banks
Kotak Mah. Bank
4.96%₹ 129.214Banks
Titan Company
4.33%₹ 112.875Diamond, Gems and Jewellery
Anthem Bioscienc
3.90%₹ 101.476Pharmaceuticals
HDFC Bank
3.59%₹ 93.376Banks
Fortis Health.
3.35%₹ 87.331Healthcare
Vishal Mega Mart
3.10%₹ 80.693Retail

Fund Manager Details

Jun 2012 - Jun 2016 Fund Manager/Vice-President Investments, Bharti-AXA Life Insurance Jun 2005 - Apr 2012 Director/Portfolio Manager/Investment, TVF Capital (erstwhile Voyager Capital) B. E. Electronics & Communication, MBA

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

HDFC Mutual Fund

Funds Managed

110

Assets Managed

₹ 9,52,866.67 Cr

Contact Details

www.hdfcfund.com
hello@hdfcfund.com
022 - 6631 6333

Registered Address

HDFC House, 2nd Flr, H.T.Parekh Marg,165-166, Backbay Reclamation,Churchgate, Mumbai - 400 020.

Managing Director

Mr. Navneet Munot

Chief Executive Officer

Mr. Navneet Munot

Compliance Officer

Supriya Sapre

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

The Net Asset Value (NAV) of HDFC Business Cycle Fund - Regular (G) is updated at the end of every business day. You can check the latest NAV in the header section of this page.
You can invest in HDFC Business Cycle Fund - Regular (G) online through the Anand Rathi AR Invest app or website. Simply log in, complete your KYC if not already done, and choose between SIP or Lumpsum investment modes.
Exit load varies by scheme. For HDFC Business Cycle Fund - Regular (G), please refer to the "Fund Details" section above to see if any exit load applies for early redemptions.
Mutual funds are generally suitable for long-term wealth creation. However, suitability depends on your individual risk appetite and financial goals. You should review the riskometer and fund performance before investing.
Once you invest, you can track your portfolio performance, NAV changes, and transaction history in real-time through the AR Invest dashboard.

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Address

Registered and Corporate Office:

Express Zone A Wing, 10th Floor, Western Express Highway, Goregaon East, Mumbai 400063.
Contact No. 022-62817000

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