HDFC Business Cycle IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

HDFC Business Cycle IDCW Payout Direct Plan

NAV
₹14.7470
-0.71%
(13 Jun)
AUM
2,857 Cr
TER
0.84%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+4.2%
-0.2%
-0.2%
-1.5%
-1.5%
3Y
NA
+36.6%
+36.6%
+36.9%
+36.9%
5Y
NA
+32.8%
+32.8%
+31.4%
+31.4%
ALL
+16.5%
+12.2%
+12.2%
+17.0%
+17.0%
VOL
12.3%
20.3%
20.3%
20.4%
20.4%
TER
0.8%
0.8%
0.8%
0.9%
0.9%
AUM
₹2,857 Cr
₹5,259 Cr
₹5,259 Cr
₹1,394 Cr
₹1,394 Cr
INFO
1.34
0.60
0.60
0.84
0.84
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HDFC Business Cycle IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
ICICI Bank Ltd
8.8%
Bharti Airtel Ltd
8.3%
Tata Motors Ltd
7.8%
Treps - Tri-Party Repo
7.4%
Axis Bank Ltd
6.2%
Eternal Ltd
5.9%
HDFC Bank Ltd
4.2%
Kotak Mahindra Bank Ltd
3.2%
Fortis Healthcare Ltd
2.6%
JSW Energy Ltd
2.4%
Top industry exposure
Financial Services
30.1%
Consumer Cyclical
18.9%
Industrials
13.3%
Communication Services
8.3%
Healthcare
7.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
48%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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 manager(s)
Rahul Baijal
Dhruv Muchhal

FAQs