HDFC Business Cycle Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.26
• Std Deviation 13.79%
• Tracking Error 0.00%

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 2334.25 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 2.03%. 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 Medium & High respectively.

The top holdings of the fund include ICICI Bank, Bharti Airtel, Eternal & Kotak Mahindra Bank.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Consumer Financial Services & Communications Services.

Some of the similar funds are DSP Natural Resources & New Energy Fund Regular Plan Growth, Kotak Manufacture in India Fund Regular Growth, Tata Business Cycle Fund Regular Growth, HDFC Business Cycle Fund Regular Growth, Aditya Birla Sun Life Quant Fund Regular Growth. HDFC Business Cycle Fund Regular Growth has a sharpe ratio of 0.26 & a standard deviation of 13.79%.