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HDFC Business Cycle Fund - IDCW Option - Direct Plan

HDFC · International
High
₹15.18
Current NAV
30 Oct 2026
-3.4%
1Y Return
10.9%
3Y CAGR
11.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.21%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.11).
  • Well-diversified portfolio aligned with the International mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.61
Sharpe Ratio
1.11
Beta
2.11
Alpha
0.74
Sortino
Fund Details
Fund House HDFC
Category International
AUM ₹1660 Cr
Expense Ratio 0.21%
Min SIP ₹500
Min Lumpsum ₹1000
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