HDFC Business Cycle Fund
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1–7 yearsInvestment Horizon
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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
INF179KC1ED1
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)