HDFC Business Cycle Fund Direct Growth

All Fund

*For the other fund, rescaled NAVs are used

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HDFC Business Cycle Fund Direct Growth

Investment Type

MONTHLY SIP ONE -TIME

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount

₹0
Return

₹0

Current Value

₹0

FUND SUMMARY

Benchmark

IISL Nifty 500 TR INR

Expense Ratio

0.55 %

Category Avg Expense Ratio

0.92%

Minimum Investment (Lumpsum/SIP)

₹100/₹100

Lock In (Years)

No Lock-in

Fund Size

₹ 2,639.70 Cr(As on Feb, 2025)

Inception Date

Nov 30, 2022

Turnover

0.00 %

Exit Load

In respect of each purchase/switch-in of units, an Exit load of 1% is payable if units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if units are redeemed / switched-out after 1 year from the date of allotment.

ABOUT THE 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.

HDFC Business Cycle Fund Direct Growth is an Equity - Equity - Other fund. The fund was launched in Nov 30, 2022. Its risk level is Very High. The NAV of the fund as on Apr 2, 2025 is ₹13.81. Its expense ratio is 0.55 %. The fund has an AUM of ₹2,639.70 Cr.The fund is managed by Rahul Baijal, Dhruv Muchhal. The minimum initial investment is ₹100 in Lumpsum mode.

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FUND MANAGER

Rahul Baijal

Lead Fund Manager.

Nov 30, 2022- Present

Schemes managed 3
Total AUM ₹ 37,082.70 Cr
Highest Return In 1 Yr 4.12 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹13.81

4.81%

Very High Risk

₹2,639.70Cr

₹12.54

5.82%

Very High Risk

₹529.70Cr

₹1,155.56

5.36%

5.90%

Very High Risk

₹33,913.31Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹13.81

-8.18%

Very High Risk

₹2,639.70Cr

₹12.54

-11.27%

Very High Risk

₹529.70Cr

₹1,155.56

-3.87%

-5.31%

Very High Risk

₹33,913.31Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹13.81

-12.08%

Very High Risk

₹2,639.70Cr

₹12.54

-20.13%

Very High Risk

₹529.70Cr

₹1,155.56

-10.31%

-11.02%

Very High Risk

₹33,913.31Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹13.81

3.66%

Very High Risk

₹2,639.70Cr

₹12.54

-2.81%

Very High Risk

₹529.70Cr

₹1,155.56

4.12%

4.39%

Very High Risk

₹33,913.31Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹13.81

Very High Risk

₹2,639.70Cr

₹12.54

Very High Risk

₹529.70Cr

₹1,155.56

15.61%

12.05%

Very High Risk

₹33,913.31Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹13.81

Very High Risk

₹2,639.70Cr

₹12.54

Very High Risk

₹529.70Cr

₹1,155.56

27.09%

24.07%

Very High Risk

₹33,913.31Cr

1M 3M 6M 1Y 3Y 5Y

Very High Risk --

NAV ₹13.81
Fund Size ₹2,639.70Cr

Fund Return 4.81%

Category Return --

Very High Risk --

NAV ₹12.54
Fund Size ₹529.70Cr

Fund Return 5.82%

Category Return --

Very High Risk

NAV ₹1,155.56
Fund Size ₹33,913.31Cr

Fund Return 5.36%

Category Return 5.90%

Very High Risk --

NAV ₹13.81
Fund Size ₹2,639.70Cr

Fund Return -8.18%

Category Return --

Very High Risk --

NAV ₹12.54
Fund Size ₹529.70Cr

Fund Return -11.27%

Category Return --

Very High Risk

NAV ₹1,155.56
Fund Size ₹33,913.31Cr

Fund Return -3.87%

Category Return -5.31%

Very High Risk --

NAV ₹13.81
Fund Size ₹2,639.70Cr

Fund Return -12.08%

Category Return --

Very High Risk --

NAV ₹12.54
Fund Size ₹529.70Cr

Fund Return -20.13%

Category Return --

Very High Risk

NAV ₹1,155.56
Fund Size ₹33,913.31Cr

Fund Return -10.31%

Category Return -11.02%

Very High Risk --

NAV ₹13.81
Fund Size ₹2,639.70Cr

Fund Return 3.66%

Category Return --

Very High Risk --

NAV ₹12.54
Fund Size ₹529.70Cr

Fund Return -2.81%

Category Return --

Very High Risk

NAV ₹1,155.56
Fund Size ₹33,913.31Cr

Fund Return 4.12%

Category Return 4.39%

Very High Risk --

NAV ₹13.81
Fund Size ₹2,639.70Cr

Fund Return --

Category Return --

Very High Risk --

NAV ₹12.54
Fund Size ₹529.70Cr

Fund Return --

Category Return --

Very High Risk

NAV ₹1,155.56
Fund Size ₹33,913.31Cr

Fund Return 15.61%

Category Return 12.05%

Very High Risk --

NAV ₹13.81
Fund Size ₹2,639.70Cr

Fund Return --

Category Return --

Very High Risk --

NAV ₹12.54
Fund Size ₹529.70Cr

Fund Return --

Category Return --

Very High Risk

NAV ₹1,155.56
Fund Size ₹33,913.31Cr

Fund Return 27.09%

Category Return 24.07%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Dhruv Muchhal

Jun 22, 2023- Present

Schemes managed 41
Total AUM ₹ 6,74,089.89 Cr
Highest Return In 1 Yr 15.38 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

HDFC Balanced Advantage Fund Direct Plan Growth Option

₹20.00

21.19%

Very High Risk

₹3,880.46Cr

₹528.78

4.84%

3.26%

Very High Risk

₹90,374.53Cr

HDFC Credit Risk Debt Fund Direct Plan Growth Option

₹25.43

1.26%

0.75%

Moderately High risk

₹7,252.42Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

HDFC Balanced Advantage Fund Direct Plan Growth Option

₹20.00

-9.42%

Very High Risk

₹3,880.46Cr

₹528.78

-2.62%

-4.44%

Very High Risk

₹90,374.53Cr

HDFC Credit Risk Debt Fund Direct Plan Growth Option

₹25.43

2.40%

2.62%

Moderately High risk

₹7,252.42Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

HDFC Balanced Advantage Fund Direct Plan Growth Option

₹20.00

-9.04%

Very High Risk

₹3,880.46Cr

₹528.78

-4.51%

-6.65%

Very High Risk

₹90,374.53Cr

HDFC Credit Risk Debt Fund Direct Plan Growth Option

₹25.43

4.07%

4.30%

Moderately High risk

₹7,252.42Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

HDFC Balanced Advantage Fund Direct Plan Growth Option

₹20.00

14.97%

Very High Risk

₹3,880.46Cr

₹528.78

8.09%

4.11%

Very High Risk

₹90,374.53Cr

HDFC Credit Risk Debt Fund Direct Plan Growth Option

₹25.43

8.80%

8.34%

Moderately High risk

₹7,252.42Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

HDFC Balanced Advantage Fund Direct Plan Growth Option

₹20.00

Very High Risk

₹3,880.46Cr

₹528.78

19.91%

10.27%

Very High Risk

₹90,374.53Cr

HDFC Credit Risk Debt Fund Direct Plan Growth Option

₹25.43

7.23%

7.18%

Moderately High risk

₹7,252.42Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

HDFC Balanced Advantage Fund Direct Plan Growth Option

₹20.00

Very High Risk

₹3,880.46Cr

₹528.78

28.18%

16.07%

Very High Risk

₹90,374.53Cr

HDFC Credit Risk Debt Fund Direct Plan Growth Option

₹25.43

7.83%

7.31%

Moderately High risk

₹7,252.42Cr

1M 3M 6M 1Y 3Y 5Y

HDFC Balanced Advantage Fund Direct Plan Growth Option

Very High Risk --

NAV ₹20.00
Fund Size ₹3,880.46Cr

Fund Return 21.19%

Category Return --

Very High Risk

NAV ₹528.78
Fund Size ₹90,374.53Cr

Fund Return 4.84%

Category Return 3.26%

HDFC Credit Risk Debt Fund Direct Plan Growth Option

Moderately High risk

NAV ₹25.43
Fund Size ₹7,252.42Cr

Fund Return 1.26%

Category Return 0.75%

HDFC Balanced Advantage Fund Direct Plan Growth Option

Very High Risk --

NAV ₹20.00
Fund Size ₹3,880.46Cr

Fund Return -9.42%

Category Return --

Very High Risk

NAV ₹528.78
Fund Size ₹90,374.53Cr

Fund Return -2.62%

Category Return -4.44%

HDFC Credit Risk Debt Fund Direct Plan Growth Option

Moderately High risk

NAV ₹25.43
Fund Size ₹7,252.42Cr

Fund Return 2.40%

Category Return 2.62%

HDFC Balanced Advantage Fund Direct Plan Growth Option

Very High Risk --

NAV ₹20.00
Fund Size ₹3,880.46Cr

Fund Return -9.04%

Category Return --

Very High Risk

NAV ₹528.78
Fund Size ₹90,374.53Cr

Fund Return -4.51%

Category Return -6.65%

HDFC Credit Risk Debt Fund Direct Plan Growth Option

Moderately High risk

NAV ₹25.43
Fund Size ₹7,252.42Cr

Fund Return 4.07%

Category Return 4.30%

HDFC Balanced Advantage Fund Direct Plan Growth Option

Very High Risk --

NAV ₹20.00
Fund Size ₹3,880.46Cr

Fund Return 14.97%

Category Return --

Very High Risk

NAV ₹528.78
Fund Size ₹90,374.53Cr

Fund Return 8.09%

Category Return 4.11%

HDFC Credit Risk Debt Fund Direct Plan Growth Option

Moderately High risk

NAV ₹25.43
Fund Size ₹7,252.42Cr

Fund Return 8.80%

Category Return 8.34%

HDFC Balanced Advantage Fund Direct Plan Growth Option

Very High Risk --

NAV ₹20.00
Fund Size ₹3,880.46Cr

Fund Return --

Category Return --

Very High Risk

NAV ₹528.78
Fund Size ₹90,374.53Cr

Fund Return 19.91%

Category Return 10.27%

HDFC Credit Risk Debt Fund Direct Plan Growth Option

Moderately High risk

NAV ₹25.43
Fund Size ₹7,252.42Cr

Fund Return 7.23%

Category Return 7.18%