HDFC Business Cycle Fund Direct Growth

Scheme code: INF179KC1DY9 NAV value: ₹ 13.4910 NAV date: 19 March, 2026 TER: 1.09%
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-5.4939.9510.9917.2613.63
3 year12.7116.4015.2315.1118.78

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6117.26
3 year 6.2830.9515.0415.11
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4917.26
3 year 6.5619.6413.5715.11
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7517.26
3 year 7.6821.4915.0615.11
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1617.26
3 year 8.0432.0317.8115.11
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,83,087 - Absolute Returns: ₹83,087 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,22,759 - Absolute Returns: ₹6,22,759 - CAGR: %

Drawdown Metrics

Max Drawdown

-18.03 %

Drawdown Duration

7 months

Avg Drawdown

-3.95 %

Calmar Ratio by Duration

1 Y

0.9572

3 Y

0.838

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year -0.68 0.96 93.0 93.4 3.42 % 4.00 %
3 years 2.07 0.93 91.6 87.6 13.00 % 11.28 %
5 years 1.71 0.90 89.2 83.9 6.38 % 4.47 %
7 years 1.02 0.90 89.2 83.9 4.52 % 3.17 %
10 years 0.51 0.90 89.2 83.9 3.14 % 2.21 %
12 years 0.31 0.90 89.2 83.9 2.61 % 1.84 %
15 years 0.11 0.90 89.2 83.9 2.08 % 1.47 %