Category: Equity: Thematic-Business-Cycle |
Launch Date: 05-11-2022 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
Expense Ratio: 1.98% As on (30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,954.61 Cr As on (30-06-2025) |
Turn over: 30.76 |
FM 1 - Mr.Rahul Baijal, FM 2 - Mr.Dhruv Muchhal
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.
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
HDFC Business Cycle Fund - Growth Option | 3.21 | - | - | - | 16.09 |
NIFTY 500 TRI | 2.64 | 18.63 | 21.97 | 13.91 | 12.54 |
Equity: Thematic-Business-Cycle | 0.64 | 20.68 | 26.29 | 12.94 | 12.3 |
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.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HDFC Business Cycle Fund - Growth Option | - | - | ||||
Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
HDFC Business Cycle Fund Gr | 05-11-2022 | 3.21 | 15.56 | 0.0 | 0.0 | 0.0 |
Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 8.17 | 0.0 | 0.0 | 0.0 | 0.0 |
ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 7.06 | 23.56 | 23.67 | 0.0 | 0.0 |
Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 6.48 | 20.1 | 0.0 | 0.0 | 0.0 |
HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 3.62 | 23.71 | 23.91 | 26.29 | 12.94 |
Axis Business Cycles Fund Reg Gr | 05-02-2023 | 1.73 | 18.8 | 0.0 | 0.0 | 0.0 |
ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 1.34 | 15.28 | 15.74 | 0.0 | 0.0 |
Union Business Cycle Reg Gr | 05-03-2024 | -2.3 | 0.0 | 0.0 | 0.0 | 0.0 |
Tata Business Cycle Fund Reg Gr | 04-08-2021 | -2.87 | 19.05 | 21.94 | 0.0 | 0.0 |
Baroda BNP Paribas Business Cycle Fund Reg Gr | 15-09-2021 | -3.57 | 17.43 | 18.13 | 0.0 | 0.0 |
Portfolio as on