HDFC Business Cycle Fund Regular Growth
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- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)3036.82
- CAGR 31.99%
- Exit Load1.00%
- Expense ratio1.95%
- CategoryEquity
- Min Investment100
- Min SIP100
- Launch Date2022-11-30
Asset Allocation
Holdings As On - 21 July 2024
- Name
- Value (Cr)
- Holding %
- ICICI Bank
- 291.75
- 9.61%
- HDFC Bank
- 223.95
- 7.37%
- Larsen & Toubro
- 219.16
- 7.22%
- Bharti Airtel
- 179.79
- 5.92%
- Infosys
- 152.76
- 5.03%
- Axis Bank
- 144.88
- 4.77%
- Tata Motors
- 120.26
- 3.96%
- Indusind Bank
- 118.19
- 3.89%
- Titan Company
- 94.10
- 3.10%
- Kotak Mahindra Bank
- 87.43
- 2.88%
Peer Comparison
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio0.00
- Std Deviation 0.00%
- Tracking Error 0.00%
About Fund
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.
The HDFC Business Cycle Fund Regular Growth has an AUM of 3036.82 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.95%. The minimum investment in HDFC Business Cycle Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
The top holdings of the fund include ICICI Bank, HDFC Bank, Larsen & Toubro & Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Construction Services, Software & Programming & Communications Services.
Some of the similar funds are Sundaram Services Regular Growth, Tata Ethical Fund Regular Growth, UTI MNC Fund Regular Plan Growth, HDFC Business Cycle Fund Regular Growth, Axis Business Cycles Fund Regular Growth. HDFC Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
