Sharpe ratio
0.54Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+5.50%1Y Absolute Return
-0.30%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| HDFC Business Cycle Fund - Growth Option - Direct PlanFund 3Y annualised return · 5Y history unavailable | ₹9,91,699 | ₹7,32,612 | ₹2,59,087 | +12.28% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.13
₹1 Lakh since launch₹1.13 Lakh
Fund age4.0 yrs
Fund information
Scheme code150805
ISININF179KC1DY9
BenchmarkNIFTY 500 TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio1.15%
Exit loadExit load of 1%, if redeemed within 1 year.
Minimum SIP₹100 SIP
Return comparison
337th / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +112.36% | — | — |
| 3M | +6.15% | — | — |
| 6M | +23.78% | — | — |
| 1Y | +5.50% | — | +4.16% |
| 3Y | +12.28% | — | +12.54% |
| Since Launch | +13.16% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.76Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
15.27%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.73How well the fund rewarded investors relative to its biggest decline.
Good
Good return relative to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity96.84%
Real Estate1.12%
Debt1.08%
Cash0.96%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 64 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | Equity | 5.87% |
| Zomato Ltd | Technology | Equity | 5.35% |
| ICICI Bank Ltd | Financial | Equity | 5.3% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 4.89% |
| Titan Company Ltd | Consumer Discretionary | Equity | 4.19% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 3.81% |
| HDFC Bank Ltd | Financial | Equity | 3.57% |
| Fortis Healthcare Ltd | Healthcare | Equity | 3.35% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.3% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 2.97% |
Fund management
RA
Rahul Baijal
Since 2022 · Prior to joining HDFC Mutual Fund, he has worked with Sundaram Mutual Fund, Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
DH
Dhruv Muchhal
Since 2023 · Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells
Mr. Dhruv has done B.Com, CA and CFA
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Losses and swings stayed contained — worst fall -18.0%, volatility 15.3%. Trailing its category average over 3Y by 0.3 points.
Strengths
- Losses and swings stayed contained — worst fall -18.0%, volatility 15.3%.
- Recovered from its worst fall in 4 months.
Weaknesses
- Trailing its category average over 3Y by 0.3 points.
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 15.3% volatility.
Risk drivers
- None