Hdfc Business Cycle Fund Regular Plan Idcw Reinvest

Risk: Very High
₹ 14.63
NAV (Jul 26,2024)

The HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest is a mutual fund scheme that focuses on investing in businesses related to the economic cycles. The scheme has an expense ratio of 1.94% and aims to provide long-term capital growth. With a minimum investment of INR 100, the fund allows investors to reinvest dividends. The fund was established on November 30, 2022, and has an AUM of INR 2970.92. The PE ratio is 40.93, indicating a higher valuation, while the PB ratio is 6.35, suggesting a relatively lower valuation.

Hdfc Business Cycle Fund Regular Plan Idcw Reinvest Latest Trend

  • 1M
  • 2M
  • 3M

Hdfc Business Cycle Fund Regular Plan Idcw Reinvest Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    40.93
  • P/B Ratio
    UM_URBAN_MONEY

    6.35
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.84
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.32

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.94%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 2970.92 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,901.38 (9.01%)₹ 11,373.08 (13.73%)₹ 12,943.93 (29.44%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 32,704.14 (9.01%)₹ 34,119.24 (13.73%)₹ 38,831.79 (29.44%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 54,506.9 (9.01%)₹ 56,865.4 (13.73%)₹ 64,719.65 (29.44%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 87,211.04 (9.01%)₹ 90,984.64 (13.73%)₹ 1,03,551.44 (29.44%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,09,013.8 (9.01%)₹ 1,13,730.8 (13.73%)₹ 1,29,439.3 (29.44%)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Bank Ltd8.83%
  • HDFC Bank Ltd8.51%
  • Larsen and Toubro Ltd7.33%
  • Axis Bank Ltd5.73%
  • Bharti Airtel Ltd5.58%
  • Infosys Limited5.06%
  • Kotak Mahindra Bank Limited5.04%
  • Indusind Bank Ltd4.34%
  • Tata Motors Ltd3.71%
  • Titan Company Ltd3.07%
  • Hindustan Aeronautics Limited2.36%
  • Apollo Hospitals Enterprise Ltd2.33%
  • Dabur India Ltd2.05%
  • Sun Pharmaceutical Industries Ltd2.03%
  • SRF Ltd2.03%
  • TREPS Tri party Repo1.96%
  • Astral Limited1.82%
  • Fortis Healthcare Limited1.75%
  • Indian Renewable Energy Development Agency Limited1.74%
  • Cholamandalam Investment & Finance Co Ltd1.56%
  • DLF LIMITED1.41%
  • Bharat Electronics Ltd1.36%
  • MANKIND PHARMA LIMITED1.36%
  • Zee Entertainment Enterprises Ltd1.33%
  • MphasiS Limited1.25%
  • JSW Infrastructure Limited1.20%
  • RHI MAGNESITA INDIA Limited1.12%
  • The Phoenix Mills Limited1.06%
  • Embassy Office Parks REIT0.99%
  • Delhivery Limited0.95%
  • Aavas Financiers Ltd Formerly known as Au Housing Finance Ltd0.94%
  • Blue Jet Healthcare Limited0.90%
  • Aether Industries Ltd0.87%
  • Crompton Greaves Consumer Elec Ltd0.86%
  • SULA VINEYARDS LIMITED0.65%
  • Westlife Foodworld Limited0.61%
  • PNC Infratech Ltd0.61%
  • Timken India Ltd0.54%
  • KAYNES TECHNOLOGY INDIA LIMITED0.52%
  • Bharat Dynamics Limited0.51%
  • Navin Fluorine International Ltd0.48%
  • KSB Ltd0.48%
  • Chalet Hotels Ltd0.48%
  • ION EXCHANGE INDIA LIMITED0.45%
  • Teamlease Services Ltd0.43%
  • Sai Silks Kalamandir Limited0.42%
  • SAPPHIRE FOODS INDIA LIMITED0.35%
  • KNR Construction limited0.29%
  • Grindwell Norton Ltd0.28%
  • SBI Life Insurance Company Ltd0.28%
  • Inox India Limited0.22%
  • Sona Blw Precision Forgings0.20%
  • Voltamp Transformers Ltd0.14%
  • HAPPY FORGINGS LIMITED0.12%
  • Dixon Technologies India Ltd0.06%
  • Net Current Assets-0.58%

Holdings Analysis

Peer Comparison

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

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Samco Active Momentum Fund - Regular Plan - GrowthSamco Active Momentum Fund - Regular Plan - Growth

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Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

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DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

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Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

85.95%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

59.35%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

52.96%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

52.53%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

46.50%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

42.38%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

29.16%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

28.81%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

20.92%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

20.66%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

31.22%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

24.57%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

23.69%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

23.06%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

19.71%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.53%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

15.38%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

14.47%

Axis Innovation Fund - Regular Plan - GrowthAxis Innovation Fund - Regular Plan - Growth

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Very High

13.94%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

8.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

26.32%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

24.38%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

22.86%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

21.81%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

18.80%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.45%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

16.44%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

14.64%

Show all Funds

Fund Managers

RB

Mr. Rahul BaijalFund Manager

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HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest

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FAQ's

What is the risk level associated with the HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest?

The HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest is a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest as of Jul 26,2024?

The current NAV of the HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest as of Jul 26,2024 is INR 14.63.

What are the returns generated by the HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest over the past 1, 3, and 5 years?

The HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest has generated returns of 33.55% over the past 1 year, $3yearret over 3 years, and $5yearret over 5 years.

What is the expense ratio associated with the HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest?

The HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest has a 1.94% expense ratio.

What is the minimum investment amount required for the HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest?

The minimum investment required for HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest is INR 100.

Is there a systematic investment plan (SIP) available for the HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest?

Yes, SIP is available for HDFC Business Cycle Fund - Regular Plan - IDCW Reinvest with a minimum investment of INR 100 per month.

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