HDFC Business Cycle Fund - IDCW Option
Expense Ratio: 1.98
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 11-11-2022
Exit Load: Nil
Fund Size:₹2,819.91 Cr
Performance
1Y
Fund2.23%
Cat. Avg.N/A
2Y
Fund2.06%
Cat. Avg.N/A
3Y
Fund10.94%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund11.89%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Ltd. | 163.04 | 6.98% |
| 2 | Bharti Airtel Ltd. | 152.75 | 6.54% |
| 3 | TREPS - Tri-party Repo | 139.62 | 5.98% |
| 4 | Eternal Limited | 125.16 | 5.36% |
| 5 | Kotak Mahindra Bank Limited | 116.31 | 4.98% |
| 6 | Titan Company Ltd. | 101.71 | 4.36% |
| 7 | HDFC Bank Ltd.£ | 88.52 | 3.79% |
| 8 | Anthem Biosciences Limited | 87.61 | 3.75% |
| 9 | Fortis Healthcare Limited | 75.22 | 3.22% |
| 10 | Bajaj Auto Limited | 73.33 | 3.14% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62607 | +4.3% | +9.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.26 L. | +5.4% | +5.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.99 L. | +10.6% | +6.9% |
| SI | 07 Dec, 22 | 2.20 L. | 2.59 L. | +17.6% | +9.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.02 L. | +2.2% | +2.2% |
| 2Y | 15 Jul, 24 | 1 L. | 1.04 L. | +3.8% | +1.9% |
| 3Y | 14 Jul, 23 | 1 L. | 1.37 L. | +36.5% | +10.9% |
| SI | 30 Nov, 22 | 1 L. | 1.50 L. | +50.2% | +11.9% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.