HDFC Business Cycle Fund
Empty
1–7 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.3%
Sharpe Ratio-0.15
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services8.77%
Tata Motors LtdConsumers8.11%
Bharti Airtel LtdServices7.70%
Eternal LtdConsumers5.90%
Axis Bank LtdFinancial Services5.28%
HDFC Bank LtdFinancial Services4.12%
Kotak Mahindra Bank LtdFinancial Services2.94%
Fortis Healthcare LtdServices2.59%
Adani Ports & Special Economic Zone LtdCapital Goods2.52%
Treps - Tri-Party RepoUtilities2.44%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.97%
Regulatory & Tax Information
INF179KC1EC3
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)