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Scheme Information
HDFC Business Cycle Reg IDCW-P
as of 21 May 2026, 17:04 PM
Scheme Asset Size₹2603.96 Cr
Expense Ratio1.96%
Cash Holding8.31599%
Fund TypeOpen-End
PlanDividend
BenchmarkNifty 500 TR INR
Launch Date2022-11-30
Exit LoadExit load of 1.00% for investments if redeemed within 1 Years
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
-
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months -0.43%
In the last 3 months -1.84%
In the last 6 months -5.73%
In the last 1 Years 0.36%
In the last 3 Years 0.38%
In the last 5 Years 0.00%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Bharti Airtel Ltd | Communication Services | E | 6.21% |
| Eternal Ltd | Consumer Cyclical | E | 5.19% |
| ICICI Bank Ltd | Financial Services | E | 5.06% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 4.96% |
| Titan Co Ltd | Consumer Cyclical | E | 4.33% |
| Anthem Biosciences Ltd | Healthcare | E | 3.90% |
| HDFC Bank Ltd | Financial Services | E | 3.59% |
| Fortis Healthcare Ltd | Healthcare | E | 3.35% |
| Vishal Mega Mart Ltd | Consumer Cyclical | E | 3.10% |
| InterGlobe Aviation Ltd | Industrials | E | 2.74% |
| Cholamandalam Investment and Finance Co Ltd | Financial Services | E | 2.69% |
| Aptus Value Housing Finance India Ltd | Financial Services | E | 2.68% |
| Aether Industries Ltd | Basic Materials | E | 2.45% |
| Bajaj Auto Ltd | Consumer Cyclical | E | 2.44% |
| IndusInd Bank Ltd | Financial Services | E | 2.31% |
| Clean Max Enviro Energy Solutions Ltd | Utilities | E | 2.08% |
| Home First Finance Co India Ltd --- | Financial Services | E | 1.94% |
| Eris Lifesciences Ltd Registered Shs | Healthcare | E | 1.91% |
| PB Fintech Ltd | Financial Services | E | 1.56% |
| ICICI Prudential Asset Management Co Ltd | Financial Services | E | 1.36% |
| Timken India Ltd | Industrials | E | 1.28% |
| Swiggy Ltd | Consumer Cyclical | E | 1.25% |
| Mankind Pharma Ltd | Healthcare | E | 1.25% |
| CG Power & Industrial Solutions Ltd | Industrials | E | 1.23% |
| Pearl Global Industries Ltd | Consumer Cyclical | E | 1.14% |
| Embassy Office Parks REIT | Real Estate | ER | 1.12% |
| Lupin Ltd | Healthcare | E | 1.09% |
| Aadhar Housing Finance Ltd | Financial Services | E | 1.09% |
| 6.68% Govt Stock 2040 | - | BT | 1.09% |
| SRF Ltd | Industrials | E | 1.04% |
| Bharat Dynamics Ltd Ordinary Shares | Industrials | E | 0.97% |
| Shriram Finance Ltd | Financial Services | E | 0.95% |
| Ambuja Cements Ltd | Basic Materials | E | 0.94% |
| Leela Palaces Hotels and Resorts Ltd | Consumer Cyclical | E | 0.89% |
| Sona BLW Precision Forgings Ltd | Consumer Cyclical | E | 0.82% |
| ACME Solar Holdings Ltd | Utilities | E | 0.80% |
| Wework India Management Ltd | Real Estate | E | 0.80% |
| Brainbees Solutions Ltd | Consumer Cyclical | E | 0.79% |
| Afcons Infrastructure Ltd | Industrials | E | 0.76% |
| Adani Ports & Special Economic Zone Ltd | Industrials | E | 0.76% |
| Sagility Ltd | Healthcare | E | 0.72% |
| Ceigall India Ltd | Industrials | E | 0.67% |
| G R Infraprojects Ltd | Industrials | E | 0.61% |
| RHI Magnesita India Ltd | Industrials | E | 0.55% |
| Tata Motors Ltd | Consumer Cyclical | E | 0.54% |
| Phoenix Mills Ltd | Real Estate | E | 0.53% |
| JSW Energy Ltd | Utilities | E | 0.45% |
| Godrej Properties Ltd | Real Estate | E | 0.45% |
| Awfis Space Solutions Ltd | Industrials | E | 0.43% |
| PNC Infratech Ltd | Industrials | E | 0.42% |
| AU Small Finance Bank Ltd | Financial Services | E | 0.41% |
| Ola Electric Mobility Ltd | Consumer Cyclical | E | 0.38% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Cyclical | E | 0.28% |
| Aequs Ltd | Industrials | E | 0.27% |
| Sula Vineyards Ltd | Consumer Defensive | E | 0.26% |
| Chalet Hotels Ltd | Consumer Cyclical | E | 0.25% |
| Escorts Kubota Ltd | Industrials | E | 0.23% |
| Grindwell Norton Ltd | Industrials | E | 0.22% |
| Nuvama Wealth Management Ltd | Financial Services | E | 0.09% |
| Treps - Tri-Party Repo | - | CR | 7.01% |
| Net Current Assets | - | C | 1.31% |
| Balkrishna Industries Ltd | - | E | - |
| Aditya Birla Real Estate Ltd | - | E | - |
| Inventurus Knowledge Solutions Ltd | - | E | - |
| Piramal Pharma Ltd | - | E | - |
| Amagi Media Labs Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
90.6%
Debt
1.09%
Cash
8.32%
Equity sector allocation
Loading chart…
Basic Materials
3.39%
Communication Services
6.21%
Consumer Cyclical
21.4%
Consumer Defensive
0.26%
Financial Services
28.69%
Healthcare
12.22%
Industrials
12.19%
Real Estate
2.9%
Utilities
3.33%
Others
9.41%
Fund House Contact Details
Websitewww.hdfcfund.com
Phone+91 22 66316333
HDFC Asset Management Co Ltd
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.05%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.05%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.05%
63.78%
3Y Returns
+45.98%
About HDFC Business Cycle Reg IDCW-P
Investment Objective of the Scheme
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. There is no assurance that the investment objective of the Scheme will be realized.
Key Features of The Fund
5-year return
-
Fund Manager
Rahul Baijal
Risk Profile
Very High Risk
Expense Ratio
1.96%
Fund Size
₹2603.96 Cr
FAQ's
What is the expense ratio of HDFC Business Cycle Reg IDCW-P?
The expense ratio of HDFC Business Cycle Reg IDCW-P is 1.96%.
What is the AUM (Assets Under Management) of HDFC Business Cycle Reg IDCW-P?
The AUM, short for Assets Under Management of HDFC Business Cycle Reg IDCW-P is ₹2603.96 Cr as of 28 Feb 2795.
What are the top stock holdings of HDFC Business Cycle Reg IDCW-P?
The HDFC Business Cycle Reg IDCW-P has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Bharti Airtel Ltd | 6.21% |
| Eternal Ltd | 5.19% |
| ICICI Bank Ltd | 5.06% |
| Kotak Mahindra Bank Ltd | 4.96% |
| Titan Co Ltd | 4.33% |
| Anthem Biosciences Ltd | 3.90% |
| HDFC Bank Ltd | 3.59% |
| Fortis Healthcare Ltd | 3.35% |
| Vishal Mega Mart Ltd | 3.10% |
| InterGlobe Aviation Ltd | 2.74% |
| Cholamandalam Investment and Finance Co Ltd | 2.69% |
| Aptus Value Housing Finance India Ltd | 2.68% |
| Aether Industries Ltd | 2.45% |
| Bajaj Auto Ltd | 2.44% |
| IndusInd Bank Ltd | 2.31% |
| Clean Max Enviro Energy Solutions Ltd | 2.08% |
| Home First Finance Co India Ltd --- | 1.94% |
| Eris Lifesciences Ltd Registered Shs | 1.91% |
| PB Fintech Ltd | 1.56% |
| ICICI Prudential Asset Management Co Ltd | 1.36% |
| Timken India Ltd | 1.28% |
| Swiggy Ltd | 1.25% |
| Mankind Pharma Ltd | 1.25% |
| CG Power & Industrial Solutions Ltd | 1.23% |
| Pearl Global Industries Ltd | 1.14% |
| Embassy Office Parks REIT | 1.12% |
| Lupin Ltd | 1.09% |
| Aadhar Housing Finance Ltd | 1.09% |
| 6.68% Govt Stock 2040 | 1.09% |
| SRF Ltd | 1.04% |
| Bharat Dynamics Ltd Ordinary Shares | 0.97% |
| Shriram Finance Ltd | 0.95% |
| Ambuja Cements Ltd | 0.94% |
| Leela Palaces Hotels and Resorts Ltd | 0.89% |
| Sona BLW Precision Forgings Ltd | 0.82% |
| ACME Solar Holdings Ltd | 0.80% |
| Wework India Management Ltd | 0.80% |
| Brainbees Solutions Ltd | 0.79% |
| Afcons Infrastructure Ltd | 0.76% |
| Adani Ports & Special Economic Zone Ltd | 0.76% |
| Sagility Ltd | 0.72% |
| Ceigall India Ltd | 0.67% |
| G R Infraprojects Ltd | 0.61% |
| RHI Magnesita India Ltd | 0.55% |
| Tata Motors Ltd | 0.54% |
| Phoenix Mills Ltd | 0.53% |
| JSW Energy Ltd | 0.45% |
| Godrej Properties Ltd | 0.45% |
| Awfis Space Solutions Ltd | 0.43% |
| PNC Infratech Ltd | 0.42% |
| AU Small Finance Bank Ltd | 0.41% |
| Ola Electric Mobility Ltd | 0.38% |
| Crompton Greaves Consumer Electricals Ltd | 0.28% |
| Aequs Ltd | 0.27% |
| Sula Vineyards Ltd | 0.26% |
| Chalet Hotels Ltd | 0.25% |
| Escorts Kubota Ltd | 0.23% |
| Grindwell Norton Ltd | 0.22% |
| Nuvama Wealth Management Ltd | 0.09% |
| Treps - Tri-Party Repo | 7.01% |
| Net Current Assets | 1.31% |
| Balkrishna Industries Ltd | - |
| Aditya Birla Real Estate Ltd | - |
| Inventurus Knowledge Solutions Ltd | - |
| Piramal Pharma Ltd | - |
| Amagi Media Labs Ltd | - |
In which sectors has HDFC Business Cycle Reg IDCW-P invested in?
The HDFC Business Cycle Reg IDCW-P has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 3.39% |
| Communication Services | 6.21% |
| Consumer Cyclical | 21.40% |
| Consumer Defensive | 0.26% |
| Energy | - |
| Financial Services | 28.69% |
| Healthcare | 12.22% |
| Industrials | 12.19% |
| Real Estate | 2.90% |
| Technology | - |
| Utilities | 3.33% |
What is the risk level of HDFC Business Cycle Reg IDCW-P?
This is a Equity - Other fund comes with Very High Risk.
Who are the fund managers of HDFC Business Cycle Reg IDCW-P?
HDFC Business Cycle Reg IDCW-P fund managers are Rahul Baijal, Dhruv Muchhal.
Is there a minimum SIP amount to invest in HDFC Business Cycle Reg IDCW-P?
The minimum SIP amount to start investment in HDFC Business Cycle Reg IDCW-P is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in HDFC Business Cycle Reg IDCW-P both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in HDFC Business Cycle Reg IDCW-P on the basis of your investment objective and risk tolerance.
How to invest in HDFC Business Cycle Reg IDCW-P?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in HDFC Business Cycle Reg IDCW-P:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of HDFC Business Cycle Reg IDCW-P.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of HDFC Business Cycle Reg IDCW-P?
The exit load of HDFC Business Cycle Reg IDCW-P is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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