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

HDFC Business Cycle IDCW Payout Direct Plan

NAV
₹10.4060
+0.78%
(26 May)
AUM
2,518 Cr
TER
0.52%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+17.3%
+17.3%
+9.3%
+9.3%
NA
3Y
+55.4%
+55.4%
+48.0%
+48.0%
NA
5Y
+22.5%
+22.5%
NA
NA
NA
ALL
+16.2%
+16.2%
+30.6%
+30.6%
+4.0%
VOL
20.3%
20.3%
27.1%
27.1%
7.7%
TER
0.6%
0.6%
1.0%
1.0%
0.5%
AUM
₹903 Cr
₹903 Cr
₹928 Cr
₹928 Cr
₹2,518 Cr
INFO
0.80
0.80
1.13
1.13
0.51
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
9.5%
HDFC Bank Ltd
9.0%
Net Current Assets
6.6%
Larsen & Toubro Ltd
6.4%
Bharti Airtel Ltd
6.4%
Axis Bank Ltd
5.3%
Kotak Mahindra Bank Ltd
4.9%
Sun Pharmaceuticals Industries Ltd
4.8%
Tata Motors Ltd
4.1%
IndusInd Bank Ltd
3.4%
Top industry exposure
Financial Services
37.6%
Industrials
14.9%
Consumer Cyclical
11.6%
Healthcare
9.4%
Communication Services
7.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
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.
Fund manager(s)
Rahul Baijal

FAQs