DSP Business Cycle Fund - Regular - IDCW

Fund House: DSP Mutual Fund

Category: Equity: Thematic-Business-Cycle

Status: Open Ended Schemes

Launch Date: 17-12-2024

Minimum Investment: 100.0

Asset Class:

Minimum Topup: 100.0

Benchmark: NIFTY 500 TRI

Total Assets: 1191.03 As on (28-11-2025)

Expense Ratio: 2.14% As on (28-11-2025)

Turn over: 81.00% | Exit Load: If the units redeemed or switched out on or before 1 month from the date of allotment - 0.5% 1 If units are redeemed or switched out after 1 month from the date of allotment - Nil

NAV as on 11-12-2025

10.187

0.041

CAGR Since Inception

1.88%

NIFTY 500 TRI 12.43%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Business Cycle Fund - Regular - IDCW - - - - 1.88
NIFTY 500 TRI 1.85 15.25 17.28 15.15 12.43
Equity: Thematic-Business-Cycle -3.34 16.22 20.11 13.73 11.22

Funds Manager

Mr. Vinit Sambre

RETURNS CALCULATORS for DSP Business Cycle Fund - Regular - IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of DSP Business Cycle Fund - Regular - IDCW

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of DSP Business Cycle Fund - Regular - IDCW

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
DSP Business Cycle Fund Reg IDCW 17-12-2024 0.0 0.0 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 9.74 19.27 21.46 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 1.67 16.66 16.64 0.0 0.0
Mahindra Manulife Business Cycle Fund Reg Gr 11-09-2023 -0.47 17.6 0.0 0.0 0.0
Bandhan Business Cycle Fund Reg Gr 01-09-2024 -1.19 0.0 0.0 0.0 0.0
ABSL Business Cycle Fund Reg Gr 06-12-2021 -1.23 12.44 12.43 0.0 0.0
Sundaram Business Cycle Fund Reg Gr 25-06-2024 -1.78 0.0 0.0 0.0 0.0
HDFC Business Cycle Fund Gr 05-11-2022 -2.33 8.76 13.19 0.0 0.0
Axis Business Cycles Fund Reg Gr 05-02-2023 -2.33 12.31 0.0 0.0 0.0
Union Business Cycle Reg Gr 05-03-2024 -2.51 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of DSP Business Cycle Fund - Regular - IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Business Cycle Fund - Regular - IDCW - - - - - -
Equity: Thematic-Business-Cycle - - - - - -