HDFC Business Cycle Fund Regular - Growth
Equity
Thematic-Business Cycle
₹-0.11% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹2775 Cr
- Created on3 Nov 2022
Fund Ranking
#7
/ 19 in Thematic-Business Cycle
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month15.5%
- 1 Year2.2%
- 3 Year (CAGR)10.3%
- All Time (CAGR)11.5%
Category Return
- 6 Month12.1%
- 1 Year4.3%
- 3 Year (CAGR)13.7%
- All Time (CAGR)14.7%
Asset Allocation
- Equity93.4%
- Debt1.0%
- Real Estate1.1%
- Other4.4%
Top 5 Holdings
Top 5 Sectors
- Cholamandalam Investment and Finance Company2.97%
- CG Power0.96%
- Grindwell Norton0.29%
- Ambuja Cements0.86%
- HDFC Bank3.57%
Fund Information
- Expense Ratio2.11%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.44 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.13 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.07 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.95