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OmniAsset › Mutual funds › HDFC Business Cycle Fund

HDFC Business Cycle Fund

Sectoral / Thematic fund benchmarked to Nifty 500 TRI (Total Returns Index). Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202615.4
CategorySectoral / Thematic
PlanRegular · Idcw
Launched11 Nov 2022
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty 500 TRI (Total Returns Index)
Expense ratiodirect plan, a year · stated maximum, from the scheme document2.14%
AUM₹12.1 Cr
Growth of ₹10,000₹15,38630 Nov 2022 to 2 Sep 2026
₹15,585₹14,043₹12,501₹10,959₹9,418Nov 2022Nov 2023Oct 2024Sep 2025Sep 2026
₹15,386 (+12.2% a year) HDFC Business Cycle Fund

Performance (trailing, annualised)

1Y annualised4.92%
3Y annualised11.31%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,28,01012.56%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,04,4207.70%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202328.01%
Calendar 202413.92%
Calendar 20251.53%

Rolling returns

Rolling 1Y · average142 windows since 6 Dec 202313.29%
Rolling 1Y · median5.78%
Rolling 1Y · worst window-4.53%
Rolling 1Y · best window36.63%
Rolling 1Y · windows positive87%
Rolling 3Y · average39 windows since 4 Dec 202512.15%
Rolling 3Y · median11.71%
Rolling 3Y · worst window9.60%
Rolling 3Y · best window14.46%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)13.87%
Downside deviation (3Y)10.02%
Maximum drawdown-19.40%

Management

Fund managerMr.Rahul Baijal, Mr.Dhruv Muchhal
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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