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: 1181.1 As on (31-10-2025)

Expense Ratio: 2.14% As on (31-10-2025)

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 05-12-2025

10.32

0.027

CAGR Since Inception

3.21%

NIFTY 500 TRI 12.48%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Business Cycle Fund - Regular - IDCW - - - - 3.21
NIFTY 500 TRI 3.43 15.37 17.95 14.98 12.48
Equity: Thematic-Business-Cycle -1.64 16.34 20.43 13.51 11.97

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

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Sector Allocation

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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 11.6 20.49 21.68 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 2.3 17.35 16.65 0.0 0.0
ABSL Business Cycle Fund Reg Gr 06-12-2021 1.37 13.4 12.5 0.0 0.0
Bandhan Business Cycle Fund Reg Gr 01-09-2024 1.29 0.0 0.0 0.0 0.0
Motilal Oswal Business Cycle Fund Reg Gr 27-08-2024 1.22 0.0 0.0 0.0 0.0
Mahindra Manulife Business Cycle Fund Reg Gr 11-09-2023 0.71 18.67 0.0 0.0 0.0
Sundaram Business Cycle Fund Reg Gr 25-06-2024 -0.14 0.0 0.0 0.0 0.0
Union Business Cycle Reg Gr 05-03-2024 -0.44 0.0 0.0 0.0 0.0
Axis Business Cycles Fund Reg Gr 05-02-2023 -0.66 13.27 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 - - - - - -