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Hdfc Business Cycle Fund Direct Growth

Equity | Thematic - Business Cycles

(NAV as of 29/11/2024)
14.85 (0.81)

3Y Returns

NA

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.55%

Fund Size

2971 Cr

Inception Date

25-Nov-22

Fund Manager

Rahul Baijal

Exit Load

1% on or before 1Y, Nil after 1Y.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

97.63%

Debt & Others

2.37%

Market Cap Allocation

Large Cap

74.00%

Mid Cap

12.18%

Small Cap

11.45%

Other Cap

2.37%

Sector Allocation

Banks

30.88%

Construction

8.73%

Internet and Technology

7.63%

Finance

5.45%

Industrial Products

4.99%

Top Ten Holdings

ICICI Bank Ltd

9.09%

HDFC Bank Ltd

7.27%

Larsen & Toubro Ltd

7.22%

Axis Bank Ltd

5.54%

Infosys Ltd

5.44%

Investment 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.

Fund House Detail

AMC Name

HDFC Asset Management Company Limited

Address

HDFC House, 2nd floor, H.T. Parekh Marg,165-166 Backbay Reclamation, ChurchgateMumbai - 400 020

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.