HDFC Business Cycle Fund - Growth Option - Direct Plan
HDFC Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
2,594 cr
TER direct / regular
1.15% / 2.13%
CAGR (full)
13.7%
Sharpe (full)
0.55
Sharpe (bull ≤Sep-24)
2.80
Sharpe (sideways Oct-24→)
-0.19
Max drawdown
-16.5%
Months of data
45
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
—
—
—
0
FY23*
-3.7%
2.6%
-3.42
4
FY24
36.8%
-4.7%
2.37
12
FY25
5.0%
-3.5%
-0.01
12
FY26
-5.3%
-2.9%
-0.76
12
FY27*
23.4%
6.5%
2.72
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
-1.0
-1.0
2023
-2.6
-1.0
+0.9
+4.8
+3.8
+4.9
+2.7
-0.7
+2.2
-2.9
+7.6
+7.4
+29.8
2024
+1.7
-0.5
+1.3
+2.7
+0.4
+6.6
+3.8
+1.9
+2.3
-6.3
+1.0
-0.1
+15.3
2025
-4.9
-6.6
+5.1
+1.8
+3.6
+4.0
-0.2
-0.9
+0.8
+2.8
-1.2
-1.1
+2.7
2026
-3.5
+0.3
-11.1
+12.3
-0.3
+5.9
+2.0
+2.1
+6.2
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard