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: 1123.74 As on (29-08-2025)
Expense Ratio: 2.16% As on (31-08-2025)
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 07-10-2025
10.093
0.01
CAGR Since Inception
0.94%
NIFTY 500 TRI 12.44%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| DSP Business Cycle Fund - Regular - IDCW | - | - | - | - | 0.94 |
| NIFTY 500 TRI | 1.13 | 16.66 | 20.42 | 14.26 | 12.44 |
| Equity: Thematic-Business-Cycle | -0.7 | 18.55 | 24.25 | 13.36 | 12.22 |
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
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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Business Cycle Fund Reg Gr | 27-08-2024 | 14.35 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 5.99 | 23.85 | 23.11 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 5.09 | 20.08 | 18.01 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 4.84 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 1.89 | 14.66 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 1.65 | 17.37 | 0.0 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 1.35 | 0.0 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 0.44 | 21.86 | 20.73 | 24.25 | 13.36 |
| Union Business Cycle Reg Gr | 05-03-2024 | -1.39 | 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 | - | - | - | - | - | - |