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Business News/Market/Market Stats/    HDFC Business Cycle Fund Regular Growth

HDFC Business Cycle Fund Regular Growth

+
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
14.41 -0.16 (-1.07%) NAV as on 19 Jul, 2024
  • 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

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 22 July 2024

  • Name
  • Value (Cr)
  • Holding %
View More

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%.

FAQs about HDFC Business Cycle Fund Regular Growth

According to the morning star rating HDFC Business Cycle Fund Regular Growth has a Moderate risk & Exceptional return.
HDFC Business Cycle Fund Regular Growth is managed by Rahul Baijal.
The expense ratio of HDFC Business Cycle Fund Regular Growth is 1.95%.
The 5 year annualized return on HDFC Business Cycle Fund Regular Growth is 0.00% & it has generated 31.99% in the last 1 year.
The minimum investment in HDFC Business Cycle Fund Regular Growth is 100 Rs.
HDFC Business Cycle Fund Regular Growth has an AUM of 3036.82 crores.
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