Hdfc business cycle fund

Category of Scheme : THEMATIC FUND 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 Manager ¥ Rahul Baijal (since December 31, 2022) Total Experience: Over 21 years Inception Date (Date of Allotment) November 30, 2022 Total Expense Ratio (as on December 31, 2022) Including Additional Expenses and Goods and Service Tax on Management Fees Regular: 1.94% Direct: 0.54% #Benchmark Index: NIFTY 500 (TRI) ##ADDL. Benchmark Index: Nifty 50 (TRI) Exit Load • In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. • No Exit Load is payable if Units are redeemed / switched out after 1 year from the date of allotment. For further details, please Plans & Options Regular Plan, Direct Plan. Under Each Plan: Growth & Income Distribution cum Capital Withdrawal (IDCW) Option. The IDCW Option offers following Sub-Options: Payout of Income Distribution cum Capital Withdrawal (IDCW) Option; and Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) Option. Minimum Application Amount Purchase: 100 and any amount thereafter. Additional Purchase: 100 and any amount thereafter.(w.e.f. December 5, 2022) Face Value per Unit: 10 unless otherwise specified % to ...

A thematic category that is receiving increasing focus from asset management companies (AMCs) is the business cycle category. Following the trend of a few other peers, HDFC Mutual Fund is rolling out a new business cycle fund that will open for subscription from Friday(November 11). As far as the broad philosophy of investment goes, the new fund will seek to invest mostly in companies within sectors that are on the verge of an upward cycle. Which are the segments the fund likely to prefer? How have other business cycle funds delivered in the limited period of their existence and what has been the market-cap split in their portfolio? Read on to understand what you could expect from the NFO (new fund offer) before investing. Playing on a cyclical revival After a period of weak economic activity leading up to the COVID lockdown period, India’s GDP growth is on the rise over the past year. Of course, there are macroeconomic concerns on persistently high inflation rate, strengthening dollar against the rupee (which may hurt imports), a global slowdown and geopolitical tensions. But India is still likely to record a GDP growth of 6-7 per cent in FY23, among the highest in the world. Indeed, over the last couple of years, there has been a broader market participation in terms of sectors gaining from the massive rally in equities. - Auto and auto ancillaries seem to be on the verge of an upcycle, led by traction in electric vehicles and XUVs. Firms manufacturing commercial vehicle...

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HDFC Business Cycle Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research HDFC Business Cycle Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/42725/hdfc-business-cycle-fund-regular-plan/ Get the latest information and complete track record of HDFC Business Cycle Fund - Regular Plan schemes, returns, latest NAV and ratings from independent mutual fund research house. Suitability This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective. We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains. But if you do invest, you must do so only through the SIP route. Warning: Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years. AMCs: • 360 ONE • Aditya Birla Sun Life • Axis • Bandhan • Bank of India • Baroda BNP Paribas • Canara Robeco • DSP • Edelweiss • Franklin Templeton • Groww • HDFC • HSBC • ICICI Prudential • IDBI • Invesco • ITI • JM Financial • Kotak Mahindra • LIC • Mahindra Manulife • Mirae Asset • Motilal Oswal • Navi • Nippon India • NJ • PGIM India • PPFAS • Quant • Quantum • Samco • SBI • Shriram • Sundaram • Tata ...

• Name • Value (Cr) • Holding % • Regional Banks • 903.00 • 35.17% • Construction Services • 203.00 • 7.90% • Communications Services • 171.00 • 6.64% • Biotechnology & Drugs • 121.00 • 4.70% • Auto & Truck Manufacturers • 112.00 • 4.34% • Healthcare Facilities • 107.00 • 4.14% • Chemical Manufacturing • 99.00 • 3.82% • Aerospace & Defense • 86.00 • 3.33% • Jewelry & Silverware • 82.00 • 3.17% • Consumer Financial Services • 70.00 • 2.70% • Fund Name • UTI MNC Fund Direct Growth Option19.99% • Sundaram Services Direct Growth24.26% • Aditya Birla Sun Life MNC Fund Direct Plan Growth11.85% • HDFC Business Cycle Fund Direct Growth0% • ICICI Prudential Housing Opportunities Fund Direct Growth23.44% • Fund Name • UTI MNC Fund Direct Growth Option18.23% • Sundaram Services Direct Growth32.32% • Aditya Birla Sun Life MNC Fund Direct Plan Growth12.74% • HDFC Business Cycle Fund Direct Growth0% • ICICI Prudential Housing Opportunities Fund Direct Growth0% • Fund Name • UTI MNC Fund Direct Growth Option8.99% • Sundaram Services Direct Growth0% • Aditya Birla Sun Life MNC Fund Direct Plan Growth5.85% • HDFC Business Cycle Fund Direct Growth0% • ICICI Prudential Housing Opportunities Fund Direct Growth0% • Fund Name • UTI MNC Fund Direct Growth Option320.16 • Sundaram Services Direct Growth24.24 • Aditya Birla Sun Life MNC Fund Direct Plan Growth1,066.07 • HDFC Business Cycle Fund Direct Growth10.73 • ICICI Prudential Housing Opportunities Fund Direct Growth11.69 To provide long-term ...