info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

HD

HDFC Business Cycle Fund - IDCW Option - Direct Plan

HDFC Mutual Fund · Equity · Sectoral/ Thematic

₹15.54

-0.08 (-0.48%) trending_down

AUM: —

NAV updated 12 days ago

Plan

Direct

Option

Idcw

Risk

Very High

Expense Ratio

Exit Load

Fund Manager

Inception

Benchmark

Sharpe Ratio

-0.2

Std Dev (1Y)

15.04%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+8.7%

3m

+10.22%

6m

+4.75%

1y

+4.57%

3y

+13.0%

5y

10y

since inception

+13.61%

rate_review TopFund's Take on HDFC Business Cycle Fund - IDCW Option - Direct Plan

HDFC Business Cycle Fund - IDCW Option - Direct Plan is a Sectoral/ Thematic fund from HDFC Mutual Fund.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.2 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.04% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Sector allocation not available yet.

pie_chart Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about HDFC Business Cycle Fund - IDCW Option - Direct Plan

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

1