Hdfc Business Cycle Fund Overview
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 21-02-2025
NAV ₹13.28(R) -0.3% ₹13.67(D) -0.31%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.38% -% -% -% -%
Direct 4.58% -% -% -% -%
Benchmark
SIP (XIRR) Regular -8.35% -% -% -% -%
Direct -7.24% -% -% -% -%
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: 21-02-2025

Scheme Name NAV Rupee Change Percent Change
HDFC Business Cycle Fund - Growth Option 13.28
-0.0400
-0.3000%
HDFC Business Cycle Fund - IDCW Option 13.28
-0.0400
-0.3000%
HDFC Business Cycle Fund - IDCW Option - Direct Plan 13.67
-0.0400
-0.3100%
HDFC Business Cycle Fund - Growth Option - Direct Plan 13.67
-0.0400
-0.3100%

Review Date: 21-02-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the four return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
    1. Top 25%: Three return parameters of the HDFC Business Cycle Fund are in the top 25% in the category, as shown below:
      • 1M Return %
      • 3M Return %
      • 6M Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: HDFC Business Cycle Fund has one return parameter that is below average in the category, which is listed below:
      • 1Y Return %
  2. Risk: It is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. 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 % -2.95
-5.50
-8.45 | -2.95 1 | 9 Very Good
3M Return % -4.48
-8.05
-11.72 | -4.48 1 | 9 Very Good
6M Return % -10.22
-13.62
-21.55 | -6.50 3 | 9 Very Good
1Y Return % 3.38
4.72
-3.55 | 12.08 5 | 6 Average
1Y SIP Return % -8.35
-12.05
-21.49 | -5.55 2 | 6 Very Good
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.86 -5.39 -8.32 | -2.86 1 | 9
3M Return % -4.20 -7.72 -11.36 | -4.20 1 | 9
6M Return % -9.69 -12.99 -20.94 | -5.73 3 | 9
1Y Return % 4.58 6.17 -2.09 | 13.77 5 | 6
1Y SIP Return % -7.24 -10.78 -20.21 | -4.10 2 | 6
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.30 ₹ 9,970.00 -0.31 ₹ 9,969.00
1W 0.48 ₹ 10,048.00 0.50 ₹ 10,050.00
1M -2.95 ₹ 9,705.00 -2.86 ₹ 9,714.00
3M -4.48 ₹ 9,552.00 -4.20 ₹ 9,580.00
6M -10.22 ₹ 8,978.00 -9.69 ₹ 9,031.00
1Y 3.38 ₹ 10,338.00 4.58 ₹ 10,458.00
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 -8.35 ₹ 11,447.38 -7.24 ₹ 11,521.43
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
21-02-2025 13.277 13.669
20-02-2025 13.317 13.711
19-02-2025 13.266 13.657
18-02-2025 13.158 13.545
17-02-2025 13.184 13.572
14-02-2025 13.213 13.601
13-02-2025 13.366 13.757
12-02-2025 13.373 13.764
11-02-2025 13.385 13.776
10-02-2025 13.626 14.024
07-02-2025 13.788 14.189
06-02-2025 13.779 14.179
05-02-2025 13.834 14.236
04-02-2025 13.8 14.2
03-02-2025 13.59 13.984
31-01-2025 13.711 14.107
30-01-2025 13.533 13.924
29-01-2025 13.558 13.949
28-01-2025 13.339 13.723
27-01-2025 13.307 13.689
24-01-2025 13.544 13.932
23-01-2025 13.681 14.073
22-01-2025 13.621 14.01
21-01-2025 13.68 14.071

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.