41
Business CycleAvoid
HDFC BusIness Cycle
HDFC · Direct–Growth · rank #11 of 19 by Smart Score
Data updated
Trailing returns
1 Year
1.8%
+3.9% vs index
3 Years
11.3%
+1.4% vs index
5 Years
—
Since launch
13.2%
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
+5.2%+8.8% vs index
Why this score
HDFC BusIness Cycle scores 41/100 — #11 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 5% of peers).
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
3Y return11.26% · 5th percentile in category
Fund size2774.50 Cr · 87th percentile in category
Volatility15.16 · 74th percentile in category
Alpha0.48 · 26th percentile in category
1Y return1.83% · 31st percentile in category
Sharpe ratio0.54 · 44th percentile in category
Top holdings
1.Bharti Airtel Ltd5.6%
2.ICICI Bank Ltd5.46%
3.Kotak Mahindra Bank Ltd5.1%
4.Titan Company Ltd4.73%
5.Anthem Biosciences Ltd.4.3%
64 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.