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
Fund3.24%
Cat. Avg.N/A
2Y
Fund2.65%
Cat. Avg.N/A
3Y
Fund10.79%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund12.14%
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 | Bharti Airtel Ltd. | 158.72 | 5.87% |
| 2 | Eternal Limited | 144.63 | 5.35% |
| 3 | ICICI Bank Ltd. | 143.30 | 5.30% |
| 4 | Kotak Mahindra Bank Limited | 132.23 | 4.89% |
| 5 | Titan Company Ltd. | 113.36 | 4.19% |
| 6 | Anthem Biosciences Limited | 102.87 | 3.81% |
| 7 | HDFC Bank Ltd.£ | 96.55 | 3.57% |
| 8 | Fortis Healthcare Limited | 90.55 | 3.35% |
| 9 | InterGlobe Aviation Ltd. | 89.12 | 3.30% |
| 10 | Cholamandalam Investment & Finance Co. Ltd. | 80.36 | 2.97% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63240 | +5.4% | +11.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +6.4% | +6.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.01 L. | +11.7% | +7.6% |
| SI | 07 Dec, 22 | 2.20 L. | 2.61 L. | +18.8% | +9.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.02 L. | +2.2% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.05 L. | +4.9% | +2.4% |
| 3Y | 20 Jul, 23 | 1 L. | 1.36 L. | +36.0% | +10.8% |
| SI | 30 Nov, 22 | 1 L. | 1.52 L. | +51.7% | +12.2% |
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.