HDFC Business Cycle Fund - IDCW Option
Category: Equity: Thematic-Business-Cycle
Launch Date: 30-11-2022
AUM:
₹ 2,603.96 Cr
Expense Ratio
2.7%
Benchmark
NIFTY 500 TRI
ISIN
INF179KC1EC3
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Rahul Baijal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HDFC Business Cycle Fund - IDCW Option | -1.45 | 10.19 | - |
| NIFTY 500 TRI | -0.49 | 13.47 | 12.04 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
14.105
Last change
0.07 (0.4963%)
Fund Size (AUM)
₹ 2,603.96 Cr
Performance
10.25% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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 achieved.
Fund Manager
Mr. Rahul Baijal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS - Tri-party Repo | 7.01 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.21 |
| ZOMATO LIMITED EQ | 5.19 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.06 |
| Kotak Mahindra Bank Limited | 4.96 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 4.33 |
| ANTHEM BIOSCIENCES PRIVATE LIMITED EQ NEW FV Rs. 2/- | 3.9 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.59 |
| FORTIS HEALTHCARE LIMITED. EQ | 3.35 |
| VISHAL MEGA MART PRIVATE LIMITED EQ | 3.1 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.69 |
| Healthcare | 11.5 |
| Consumer Services | 11.47 |
| Telecommunication | 6.21 |
| Capital Goods | 5.29 |
| Services | 4.73 |
| Consumer Durables | 4.61 |
| Automobile and Auto Components | 3.64 |
| Chemicals | 3.49 |
| Power | 3.33 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HDFC Business Cycle Fund IDCW | 0.0 |