EquitySectoral/ ThematicDirect · Growth
HDFC Business Cycle Fund - Growth Option - Direct Plan
HDFC · Scheme 150805
₹16.02▼ 0.26%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
12.6%
Risk level
Moderately High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.35% |
| 3 Months | +8.60% |
| 6 Months | +6.55% |
| 1 Year | +5.35% |
| 3 Years (CAGR) | +12.59% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +13.64% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns25
Consistency66
Risk-adjusted49
Downside protection76
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 1.7%
- ✓ Alpha vs benchmark: +4.4%
- ✓ Volatility: 13% annualised
- ✓ Max drawdown: -18%
What to watch
- • 3Y CAGR vs category: -4.3% vs category avg
- • 1Y return: +5.3%
- • Beat category: beat category in 0% of windows
- • Sharpe ratio: 0.58
Risk metrics
Sharpe ratio
0.58
Sortino ratio
0.74
Volatility
12.91%
Max drawdown
-18.04%
Downside capture
85.30%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.