Hdfc Business Cycle Fund Overview
Category Business Cycle Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 17-01-2025
NAV ₹13.87(R) -0.41% ₹14.26(D) -0.41%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 9.03% -% -% -% -%
LumpSum (D) 10.32% -% -% -% -%
SIP (R) 0.44% -% -% -% -%
SIP (D) 1.66% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.

No data available

NAV Date: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
HDFC Business Cycle Fund - Growth Option 13.87
-0.0600
-0.4100%
HDFC Business Cycle Fund - IDCW Option 13.87
-0.0600
-0.4100%
HDFC Business Cycle Fund - IDCW Option - Direct Plan 14.26
-0.0600
-0.4100%
HDFC Business Cycle Fund - Growth Option - Direct Plan 14.26
-0.0600
-0.4100%

Review Date: 17-01-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated four return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. The performance of each parameter is outlined below.
    1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
    2. Above Average Below the Top 25%: Two return parameters of the HDFC Business Cycle Fund are above average but below the top 25% in the category, as listed below:
      • 1M Return %
      • 3M Return %
    3. Below Average: HDFC Business Cycle Fund has two return parameters that are below average in the category, which are listed below:
      • 1Y Return %
      • 6M Return %
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For HDFC Business Cycle Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: HDFC Business Cycle Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: HDFC Business Cycle Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: HDFC Business Cycle Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For HDFC Business Cycle Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -6.44
-6.71
-9.88 | -4.43 5 | 9 Good
3M Return % -6.92
-8.19
-12.91 | -3.95 4 | 9 Good
6M Return % -4.83
-4.48
-8.88 | 3.46 4 | 8 Good
1Y Return % 9.03
18.00
9.03 | 25.94 6 | 6 Average
1Y SIP Return % 0.44
3.53
-2.82 | 11.99 5 | 6 Average
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -6.34 -6.60 -9.75 | -4.30 5 | 9
3M Return % -6.64 -7.84 -12.54 | -3.55 4 | 9
6M Return % -4.27 -3.81 -8.19 | 4.32 4 | 8
1Y Return % 10.32 19.66 10.32 | 27.31 6 | 6
1Y SIP Return % 1.66 5.02 -1.29 | 13.70 5 | 6
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.41 ₹ 9,959.00 -0.41 ₹ 9,959.00
1W -0.94 ₹ 9,906.00 -0.92 ₹ 9,908.00
1M -6.44 ₹ 9,356.00 -6.34 ₹ 9,366.00
3M -6.92 ₹ 9,308.00 -6.64 ₹ 9,336.00
6M -4.83 ₹ 9,517.00 -4.27 ₹ 9,573.00
1Y 9.03 ₹ 10,903.00 10.32 ₹ 11,032.00
3Y
5Y
7Y
10Y
15Y

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 0.44 ₹ 12,028.58 1.66 ₹ 12,107.56
3Y ₹ 36000
5Y ₹ 60000
7Y ₹ 84000
10Y ₹ 120000
15Y ₹ 180000


Date Hdfc Business Cycle Fund NAV Regular Growth Hdfc Business Cycle Fund NAV Direct Growth
17-01-2025 13.866 14.26
16-01-2025 13.923 14.318
15-01-2025 13.834 14.226
14-01-2025 13.824 14.215
13-01-2025 13.662 14.048
10-01-2025 13.998 14.392
09-01-2025 14.178 14.578
08-01-2025 14.308 14.71
07-01-2025 14.415 14.82
06-01-2025 14.323 14.725
03-01-2025 14.589 14.997
02-01-2025 14.633 15.041
01-01-2025 14.47 14.873
31-12-2024 14.432 14.834
30-12-2024 14.409 14.81
27-12-2024 14.46 14.861
26-12-2024 14.474 14.875
24-12-2024 14.454 14.853
23-12-2024 14.452 14.851
20-12-2024 14.432 14.829
19-12-2024 14.69 15.094
18-12-2024 14.747 15.151
17-12-2024 14.821 15.226

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.