HDFC Business Cycle Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is TREPS with a portfolio weight of 7.10% .
The fund currently owns more than 64 stocks.
The top 10 holdings account for 44.13% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 12.25% | -0.11% |
| 2 Year Return | 38.22% | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.97% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
7.10%
|
||
| 2 | Communication Services |
6.17%
|
|
| 3 | Financials |
5.46%
|
|
| 4 | Finance - Banks - Private Sector |
4.80%
|
|
| 5 | Consumer Discretionary |
4.58%
|
|
| 6 | Pharmaceuticals |
3.94%
|
|
| 7 | Finance - Banks - Private Sector |
3.31%
|
|
| 8 | Chemicals - Speciality |
3.06%
|
|
| 9 | Health Care |
2.95%
|
|
| 10 | Industrials |
2.76%
|
|
| 11 | E-Commerce/E-Retail |
2.61%
|
|
| 12 | Retail - Departmental Stores |
2.58%
|
AMC: HDFC
Category: Equity • Sectoral/Thematic
Launch Date: 11 Nov 2022
Fund Manager: Mr. Rahul Baijal
Minimum Purchase: ₹100
Exit Load: In respect of each purchase / switchin of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
HDFC Business Cycle Fund - Direct Plan is managed by HDFC and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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