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: 1175.58 As on (31-12-2025)
Expense Ratio: 2.15% As on (31-12-2025)
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%, If units are redeemed or switched out after 1 month from the date of allotment - Nil
NAV as on 30-01-2026
10.168
0.028
CAGR Since Inception
1.51%
NIFTY 500 TRI 12.3%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| DSP Business Cycle Fund - Regular - IDCW | 9.55 | - | - | - | 1.51 |
| NIFTY 500 TRI | 9.44 | 16.94 | 16.52 | 15.05 | 12.3 |
| Equity: Thematic-Business-Cycle | 5.96 | 17.38 | 19.79 | 13.86 | 9.23 |
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
Sector Allocation
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 | 9.55 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 15.61 | 14.25 | 22.18 | 20.46 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | 12.61 | 12.42 | 0.0 | 0.0 | 0.0 |
| DSP Business Cycle Fund Reg Gr | 17-12-2024 | 9.55 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 8.19 | 9.35 | 14.29 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 7.82 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 7.79 | 14.19 | 17.79 | 0.0 | 0.0 |
| Edelweiss Business Cycle Fund Reg Gr | 30-07-2024 | 6.81 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 5.91 | 9.22 | 0.0 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 5.71 | 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 | - | - | - | - | - | - |