HDFC Business Cycle Fund - IDCW Option - Direct Plan

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF179KC1DZ6

NAV · 06-Jul-2026

₹15.8510

+8.46%

+2.17%

1Y (CAGR)

+4.86%

3Y (CAGR)

+12.81%

5Y (CAGR)

—

Since inception (CAGR)

+13.56%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

13.75%

Downside dev (3y)

10.85%

Max drawdown (3y)

-18.0%

Sharpe (3y)

0.46

SIP XIRR (3y)

+8.61%

Calendar-year returns

2023 +29.9%2024 +15.3%2025 +2.7%

Fund facts

Fund managerRahul Baijal · Dhruv Muchhal

AUM₹25,772 Cr

Expense ratio1.0% · 2026-05-31

TER · AMFI officialDirect 1.19% · Regular 2.17% (2026-06-30)

Launch date11-Nov-2022

Plan typeOpen Ended · Equity

Min lumpsum₹100

Min SIP₹100

Lock-inNone

Volatility12.91

AMCHDFC Asset Management Company Limited

Objective · 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.

scheme documents ↗