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Fund Overview of HDFC Business Cycle Fund Direct-idcw
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₹2,577.3 CrAUM
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₹15.18NAV
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1.20%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of HDFC Business Cycle Fund Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 10.59% | NA | NA |
| 6 Months | 0.38% | NA | NA |
| 1 Year | 2.81% | 2.81% | NA |
| 2 Years | 6.71% | 3.30% | NA |
| 3 Years | 40.26% | 11.94% | NA |
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Asset Allocation
equities
92.55%debt instruments
1.10%other assets or cash equivalents
5.21%Launched on 30 Nov 2022, the fund aims To generate long-term capital appreciation/income. investment predominantly in equity & equity related instruments of business cycle based theme. It manages assets worth ₹2,577.3 crore as on Sun May 31, 2026. The expense ratio stands at 1.2%. Fund Manager Manager Education Fund Manager Manager EducationAbout HDFC Business Cycle Fund Direct-idcw
The portfolio allocation consists of 92.55% in equities, 1.10% in debt instruments, 5.21% in other assets or cash equivalents.Managed by Rahul Baijal, it has delivered a return of 2.81% in the last year, a total return since inception of 12.48%.
Individuals generally evaluate the best sip plan in order to build goal-based savings habits.
Key Metrics of HDFC Business Cycle Fund Direct-idcw
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Standard Deviation15.09%
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Sharpe Ratio0.43%
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Alpha-1.13%
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Beta0.95%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Business Cycle Fund Direct-growth  |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| HSBC Business Cycles Fund Direct-growth |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| HSBC Business Cycles Fund Direct-idcw |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| HSBC Business Cycles Fund Regular-growth |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
| HSBC Business Cycles Fund Regular-idcw |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from HDFC Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
HDFC Business Cycle Fund Regular-growth
|
₹2,577 | 3.34% | 10.31% | -0.14% | 1.70% | 10.63% |
|
HDFC Business Cycle Fund Direct-growth
|
₹2,577 | 3.44% | 10.59% | 0.38% | 2.81% | 11.94% |
|
HDFC Business Cycle Fund Regular-idcw
|
₹2,577 | 3.34% | 10.31% | -0.14% | 1.70% | 10.63% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | ₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-growth |
₹15,798 | ₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | ₹17.68 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | ₹19.18 | 19.31% | 17.79% | - |
| Kotak Business Cycle Fund Regular-growth |
₹3,135 | ₹16.61 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-growth |
₹3,135 | ₹17.57 | 16.85% | - | - |
| Kotak Business Cycle Fund Regular-idcw |
₹3,135 | ₹15.44 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-idcw |
₹3,135 | ₹16.33 | 16.85% | - | - |
| Tata Business Cycle Fund Regular-growth |
₹2,675 | ₹19.01 | 14.95% | - | - |
| Tata Business Cycle Fund Direct-growth |
₹2,675 | ₹20.53 | 16.67% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 6.08% | ₹156.75 Cr |
| Repo | Unspecified | 5.70% | ₹146.84 Cr |
| Zomato Ltd | Technology | 5.31% | ₹136.96 Cr |
| Icici Bank Ltd | Financial | 5.08% | ₹130.92 Cr |
| Kotak Mahindra Bank Ltd | Financial | 5.03% | ₹129.52 Cr |
| Titan Company Ltd | Consumer Discretionary | 4.07% | ₹104.89 Cr |
| Anthem Biosciences Ltd. | Healthcare | 3.94% | ₹101.46 Cr |
| Hdfc Bank Ltd | Financial | 3.50% | ₹90.09 Cr |
| Fortis Healthcare Ltd | Healthcare | 3.41% | ₹87.85 Cr |
| Vishal Mega Mart Ltd. | Consumer Staples | 3.12% | ₹80.35 Cr |
| Interglobe Aviation Ltd | Industrials | 2.84% | ₹73.12 Cr |
| Aptus Value Housing Finance India Ltd | Financial | 2.71% | ₹69.85 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 2.68% | ₹69.04 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 2.58% | ₹66.42 Cr |
| Indusind Bank Ltd | Financial | 2.33% | ₹60.07 Cr |
| Aether Industries Ltd | Materials | 2.32% | ₹59.86 Cr |
| Pearl Global Industries Ltd | Consumer Discretionary | 2.17% | ₹55.86 Cr |
| Swiggy Ltd. | Technology | 2.05% | ₹52.79 Cr |
| Clean Max Enviro Energy Solutions Ltd. | 2.04% | ₹52.70 Cr | |
| Eris Lifesciences Ltd | Healthcare | 2.04% | ₹52.58 Cr |
| Home First Finance Company India Ltd | Financial | 1.80% | ₹46.34 Cr |
| Dhfl Vysya Housing Finance Limited Eq | Financial | 1.62% | ₹41.84 Cr |
| Pb Fintech Ltd | Financial | 1.61% | ₹41.45 Cr |
| Axis Bank Ltd | Financial | 1.49% | ₹38.49 Cr |
| Icici Prudential Asset Management Company Ltd. | 1.48% | ₹38.04 Cr | |
| Bharat Dynamics Ltd | Industrials | 1.45% | ₹37.37 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 1.40% | ₹36.01 Cr |
| Mankind Pharma Ltd. | Healthcare | 1.33% | ₹34.30 Cr |
| Embassy Office Parks Reit | Real Estate | 1.14% | ₹29.43 Cr |
| Srf Ltd | Materials | 1.14% | ₹29.34 Cr |
| Chalet Hotels Ltd | Consumer Discretionary | 1.11% | ₹28.50 Cr |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | 1.10% | ₹28.31 Cr |
| Global Health Ltd | Healthcare | 1.04% | ₹26.75 Cr |
| Timken India Ltd | Industrials | 1.01% | ₹26.08 Cr |
| Ambuja Cements Ltd | Materials | 0.96% | ₹24.67 Cr |
| Wework India Management Ltd. | 0.88% | ₹22.77 Cr | |
| Schloss Bangalore Ltd. | Consumer Discretionary | 0.87% | ₹22.49 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 0.84% | ₹21.56 Cr |
| Acme Solar Holdings Ltd. | Energy & Utilities | 0.83% | ₹21.40 Cr |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 0.82% | ₹21.26 Cr |
| Sagility India Ltd. | Industrials | 0.71% | ₹18.42 Cr |
| Ceigall India Ltd. | Industrials | 0.65% | ₹16.79 Cr |
| G R Infraprojects Ltd | Industrials | 0.60% | ₹15.35 Cr |
| Rhi Magnesita India Ltd | Materials | 0.55% | ₹14.30 Cr |
| Brainbees Solutions Ltd. | Consumer Discretionary | 0.50% | ₹12.89 Cr |
| Shriram Transport Finance Company Ltd | Financial | 0.49% | ₹12.71 Cr |
| Jsw Energy Ltd | Energy & Utilities | 0.48% | ₹12.42 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 0.44% | ₹11.25 Cr |
| Awfis Space Solutions Ltd. | Industrials | 0.41% | ₹10.55 Cr |
| Pnc Infratech Ltd | Industrials | 0.41% | ₹10.53 Cr |
| Afcons Infrastructure Limited Eq | Industrials | 0.37% | ₹9.58 Cr |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | 0.29% | ₹7.56 Cr |
| Phoenix Mills Ltd | Real Estate | 0.27% | ₹7.04 Cr |
| Grindwell Norton Ltd | Materials | 0.26% | ₹6.61 Cr |
| Sula Vineyards Ltd | Consumer Staples | 0.24% | ₹6.12 Cr |
| Godrej Properties Ltd | Real Estate | 0.23% | ₹5.93 Cr |
| Tata Motors Ltd | 0.21% | ₹5.50 Cr | |
| Au Small Finance Bank Ltd | Financial | 0.21% | ₹5.40 Cr |
| Nuvama Wealth Management Ltd | Financial | 0.19% | ₹4.82 Cr |
| Le Travenues Technology Ltd. | Consumer Discretionary | 0.06% | ₹1.61 Cr |
| Net Payables | Unspecified | -0.49% | ₹-12.47 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth |
₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹19.18 | 19.31% | 17.79% | - |
| HSBC Business Cycles Fund Direct-growth |
₹47.28 | 17.62% | 17.22% | - |
| HSBC Business Cycles Fund Direct-idcw |
₹27.25 | 17.62% | 17.22% | - |
| ICICI Prudential Business Cycle Fund-growth |
₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹17.68 | 18.14% | 16.46% | - |
| HSBC Business Cycles Fund Regular-growth |
₹42.50 | 16.31% | 15.94% | - |
| HSBC Business Cycles Fund Regular-idcw |
₹24.63 | 16.31% | 15.94% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
HDFC Business Cycle Fund Direct-idcw
What is the current AUM of HDFC Business Cycle Fund Direct-idcw?
As of Sun May 31, 2026, HDFC Business Cycle Fund Direct-idcw manages assets worth ₹2,577.3 crore
How has HDFC Business Cycle Fund Direct-idcw performed recently?
- 3 Months: 10.59%
- 6 Months: 0.38%
What is the long-term performance of HDFC Business Cycle Fund Direct-idcw?
- 3 Years CAGR: 11.94%
- Since Inception: 12.48%
What is the portfolio composition of HDFC Business Cycle Fund Direct-idcw?
Equity: 92.55%, Debt: 1.10%, Others: 5.21%.
Who manages HDFC Business Cycle Fund Direct-idcw?
HDFC Business Cycle Fund Direct-idcw is managed by Rahul Baijal from HDFC Mutual Fund.
What is the market-cap allocation of HDFC Business Cycle Fund Direct-idcw?
Large Cap: 47.59%, Mid Cap: 24.43%, Small Cap: 27.98%.
Which are the top companies HDFC Business Cycle Fund Direct-idcw has invested in?
- Bharti Airtel Ltd – 6.08% of the fund's portfolio
- Repo – 5.70% of the fund's portfolio
- Zomato Ltd – 5.31% of the fund's portfolio
- ICICI Bank Ltd – 5.08% of the fund's portfolio
- Kotak Mahindra Bank Ltd – 5.03% of the fund's portfolio
Which are the major sectors HDFC Business Cycle Fund Direct-idcw focuses on?
- Financial – 28.74% of the fund's portfolio
- Technology – 13.44% of the fund's portfolio
- Consumer Discretionary – 12.91% of the fund's portfolio
- Healthcare – 11.76% of the fund's portfolio
- Industrials – 10.69% of the fund's portfolio
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