Hdfc Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 04-12-2025
NAV ₹14.64(R) -0.73% ₹15.21(D) -0.72%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.32% 13.54% -% -% -%
Direct 0.81% 14.97% -% -% -%
Benchmark
SIP (XIRR) Regular 5.87% 10.74% -% -% -%
Direct 7.08% 12.09% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Fund AUM As on: 30/06/2025 2824 Cr

No data available

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
HDFC Business Cycle Fund - Growth Option 14.64
-0.1100
-0.7300%
HDFC Business Cycle Fund - IDCW Option 14.64
-0.1100
-0.7300%
HDFC Business Cycle Fund - IDCW Option - Direct Plan 15.21
-0.1100
-0.7200%
HDFC Business Cycle Fund - Growth Option - Direct Plan 15.21
-0.1100
-0.7200%

Review Date: 04-12-2025

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.51
-1.09
-2.59 | 0.73 8 | 9 Average
3M Return % -0.98
1.21
-1.66 | 5.53 8 | 9 Average
6M Return % 3.32
2.03
-2.26 | 6.24 4 | 9 Good
1Y Return % -0.32
-2.04
-10.41 | 3.07 5 | 9 Good
3Y Return % 13.54
16.40
13.54 | 18.89 3 | 3 Average
1Y SIP Return % 5.87
6.85
0.92 | 13.95 5 | 9 Good
3Y SIP Return % 10.74
14.07
10.74 | 16.53 3 | 3 Average
Return data last Updated On : Dec. 4, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.42 -0.97 -2.49 | 0.86 8 | 9 Average
3M Return % -0.70 1.57 -1.38 | 5.95 8 | 9 Average
6M Return % 3.91 2.76 -1.51 | 7.11 4 | 9 Good
1Y Return % 0.81 -0.64 -9.00 | 4.50 6 | 9 Good
3Y Return % 14.97 17.91 14.97 | 20.20 3 | 3 Average
1Y SIP Return % 7.08 8.38 2.49 | 15.80 5 | 9 Good
3Y SIP Return % 12.09 15.55 12.09 | 18.27 3 | 3 Average
Return data last Updated On : Dec. 4, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Hdfc Business Cycle Fund NAV Regular Growth Hdfc Business Cycle Fund NAV Direct Growth
04-12-2025 14.644 15.209
03-12-2025 14.669 15.234
02-12-2025 14.751 15.32
01-12-2025 14.815 15.386
28-11-2025 14.824 15.393
27-11-2025 14.84 15.409
26-11-2025 14.862 15.432
25-11-2025 14.726 15.29
24-11-2025 14.745 15.309
21-11-2025 14.781 15.346
20-11-2025 14.913 15.481
19-11-2025 14.907 15.475
18-11-2025 14.924 15.492
17-11-2025 14.99 15.56
14-11-2025 14.925 15.491
13-11-2025 14.906 15.471
12-11-2025 14.935 15.5
11-11-2025 14.834 15.396
10-11-2025 14.805 15.365
07-11-2025 14.836 15.395
06-11-2025 14.833 15.391
04-11-2025 15.021 15.586

Fund Launch Date: 30/Nov/2022
Fund Category: Business Cycle Fund
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 realized.
Fund Description: An open ended equity scheme following business cycle based investing theme
Fund Benchmark: NIFTY 500 (TRI)
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.