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

HDFC Business Cycle IDCW Reinvest Direct Plan

NAV
₹9.7440
+0.96%
(3 Feb)
AUM
2,435 Cr
TER
0.54%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.9%
+7.9%
+7.9%
-0.1%
NA
3Y
+40.5%
+40.5%
+40.5%
+36.6%
NA
5Y
NA
NA
NA
+19.4%
NA
ALL
+36.7%
+36.7%
+36.7%
+16.1%
-2.7%
VOL
27.7%
27.7%
27.7%
20.5%
7.3%
TER
1.1%
1.1%
1.1%
0.6%
0.5%
AUM
₹768 Cr
₹768 Cr
₹768 Cr
₹828 Cr
₹2,435 Cr
INFO
1.33
1.33
1.33
0.78
-0.36
See fund holdings as of 31st Dec
Top holdings
Treps - Tri-Party Repo
39.5%
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
8.7%
Net Current Assets
8.3%
Bharti Airtel Ltd
5.0%
Larsen & Toubro Ltd
4.5%
Axis Bank Ltd
4.5%
IndusInd Bank Ltd
3.2%
State Bank of India
3.1%
Apollo Hospitals Enterprise Ltd
2.0%
Top industry exposure
Financial Services
29.0%
Industrials
8.1%
Communication Services
5.9%
Healthcare
3.1%
Consumer Cyclical
2.9%
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