EquitySectoral/ ThematicDirect · Growth
HDFC Business Cycle Fund - Growth Option - Direct Plan
HDFC · Scheme 150805
₹16.04▼ 0.14%NAV · 2026-09-18
Average FundScore
AUM
₹2,739 cr
Expense ratio
1.16%
3Y CAGR
13.0%
Risk level
Moderately High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Priya RanjanExit load: Exit load of 1%, if redeemed within 1 year.
Average · 55/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 18%.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 1.6%
- ✓Alpha vs benchmark: +4.9%
📉 What could drag it down
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •3Y CAGR vs category: -3.5% vs category avg
- •1Y return: +4.6%
FundScore breakdown
55/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Average
Downside protection
Strong
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.