Which funds are similar to HDFC Business Cycle Fund Direct-Growth?
Funds similar to HDFC Business Cycle Fund Direct-Growth in the Equity: Thematic-Business Cycle category include ICICI Prudential Business Cycle Fund Direct-Growth, Kotak Business Cycle Fund Direct-Growth, and Tata Business Cycle Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of HDFC Business Cycle Fund Direct-Growth in its category?
On a 3-year return basis HDFC Business Cycle Fund Direct-Growth is ranked 6 out of 7 funds in the Equity: Thematic-Business Cycle category as of 6 Sep 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does HDFC Business Cycle Fund Direct-Growth's expense ratio compare to similar funds?
HDFC Business Cycle Fund Direct-Growth has an expense ratio of 1.16%. The peers ICICI Prudential Business Cycle Fund Direct-Growth has an expense ratio of 1.00% and Kotak Business Cycle Fund Direct-Growth has 0.77%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does HDFC Business Cycle Fund Direct-Growth's AUM compare to similar funds?
HDFC Business Cycle Fund Direct-Growth has an AUM of ₹2,738.86 crore. The peers ICICI Prudential Business Cycle Fund Direct-Growth has an AUM of ₹16,122.8 crore and Kotak Business Cycle Fund Direct-Growth has ₹3,411.09 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Business Cycle?
The top performing fund in the Equity: Thematic-Business Cycle category on a 3-year basis is HSBC Business Cycles Fund Direct-Growth with a CAGR of 16.42% as of 6 Sep 2026. HDFC Business Cycle Fund Direct-Growth has delivered 12.05% CAGR over the same period, ranking 6 out of 7 funds. You can view and compare the full category ranking on sharpely.
How does HDFC Business Cycle Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, HDFC Business Cycle Fund Direct-Growth has a Sharpe ratio of 0.51 compared to the Equity: Thematic-Business Cycle average of 0.62 as of 6 Sep 2026. It ranks 8 out of 9 funds in its category on Sharpe ratio.
