40
Business CycleAvoid
HDFC BusIness Cycle
HDFC · Direct–Growth · rank #12 of 19 by Smart Score
Data updated
Trailing returns
1 Year
6.0%
+3.0% vs index
3 Years
12.6%
+1.0% vs index
5 Years
—
Since launch
13.5%
Year-by-year performance
2023
+29.9%+3.3% vs index
2024
+15.3%-0.4% vs index
2025
+2.7%-5.0% vs index
2026
+5.8%+7.8% vs index
Why this score
HDFC BusIness Cycle scores 40/100 — #12 of 19 Business Cycle fund (Avoid). It stands out for fund size and volatility — beating 87% of peers on fund size. The main drag is its 3y return (better than only 6% of peers).
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
3Y return12.59% · 6th percentile in category
Alpha-1.85 · 9th percentile in category
Fund size2738.86 Cr · 87th percentile in category
Volatility15.10 · 74th percentile in category
Sharpe ratio0.45 · 38th percentile in category
Expense ratio1.15% · 58th percentile in category
Top holdings
1.Bharti Airtel Ltd6.17%
2.ICICI Bank Ltd5.46%
3.Kotak Mahindra Bank Ltd4.8%
4.Titan Company Ltd4.58%
5.Anthem Biosciences Ltd.3.94%
60 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.