HDFC Business Cycle Fund Regular-Growth
Mid CapEquity: Thematic-Business CycleVery High Risk
PaisaSmart ratingNot rated yet
Why this rating
This fund is not currently rated by our system. However, we continuously review and update our ratings, so it may be included in the future.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 7 Oct 2026
1W
+0.15%
1M
-3.64%
3M
-1.92%
6M
+13.69%
9M
-0.23%
1Y
-0.54%
2Y
+0.67%
3Y
+9.36%
Since launch
+10.84%
Risk ratios
As of 30 Sep 2026
Standard deviation
15.42
Sharpe ratio
0.29
Sortino ratio
0.41
Beta
0.94
Alpha
0.41
R-squared
0.91
Treynor ratio
4.85
Information ratio
0.03
Mean
10.19
Portfolio
As of 31 Aug 2026
Market-cap split
Large cap42.16%Mid cap24.89%Small cap32.95%
P/E
35.02
P/B
4.11
Style
Growth
Sector allocation
Financial26.08%
Services16.81%
Healthcare10.99%
Capital Goods8.83%
Communication5.60%
Consumer Discretionary5.34%
Automobile4.81%
Chemicals4.08%
Holdings (67)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Bharti Airtel Ltd. | 5.60% | ₹155.28 Cr | 8,57,000 |
| ICICI Bank Ltd. | 5.46% | ₹151.51 Cr | 10,42,000 |
| Kotak Mahindra Bank Ltd. | 5.10% | ₹141.38 Cr | 33,71,080 |
| Titan Company Ltd. | 4.73% | ₹131.34 Cr | 2,57,399 |
| Anthem Biosciences Ltd. | 4.30% | ₹119.23 Cr | 13,35,040 |
| HDFC Bank Ltd. | 3.09% | ₹85.79 Cr | 12,10,000 |
| Aether Industries Ltd. | 3.08% | ₹85.44 Cr | 5,05,188 |
| Pearl Global Industries Ltd. | 3.00% | ₹83.37 Cr | 3,38,366 |
| Eternal Ltd. | 2.80% | ₹77.62 Cr | 23,65,839 |
| Interglobe Aviation Ltd. | 2.75% | ₹76.42 Cr | 1,46,000 |
Fund details
In brief
To generate long-term capital appreciation/income. investment predominantly in equity & equity related instruments of business cycle based theme.
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 load
Exit load of 1%, if redeemed within 1 year.
Fund type
Open-ended
Min lumpsum
₹100
Min withdrawal
₹100
Lock-in
None
SIP
Available
SWP
Available
STP
Available
Purchase cut-off
15:00