HDFC Business Cycle Fund Regular-Growth
Equity
Thematic-Business Cycle
₹0.2% 1D
NAV on
Fund Summary
Ionic Wealth AI
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Fund Overview
- Rating
Not Rated - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹2704 Cr
- Created on3 Nov 2022
Fund Ranking
#9
/ 9 in Thematic-Business Cycle
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month4.4%
- 1 Year2.9%
- 3 Year (CAGR)11.1%
- All Time (CAGR)12.2%
Category Return
- 6 Month3.4%
- 1 Year1.8%
- 3 Year (CAGR)13.9%
- All Time (CAGR)-
Asset Allocation
- Equity96.8%
- Debt1.1%
- Real Estate1.1%
- Other1.0%
Top 5 Holdings
Top 5 Sectors
- Cholamandalam Investment and Finance Company2.97%
- CG Power0.96%
- Grindwell Norton0.29%
- Ambuja Cements0.86%
- HDFC Bank3.57%
Fund Information
- Expense Ratio2.13%
- Exit LoadExit load of 1%, if redeemed within 1 year.
- Lock-In PeriodNo Lock-In
Managed By
Rahul Baijal
Nov 2022 - Present
Dhruv Muchhal
June 2023 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.37 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.17 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -1.17 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.95