DSP Business Cycle Fund - Direct - Growth
DSP Investment Managers Private Limited · Direct Plan · Growth
Fund overview
0.50% on or before 1M, Nil after 1M
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | ₹1,000 | +0 |
| 3 Years | ₹1,000 | ₹1,001 | +1 |
| 5 Years | ₹1,000 | ₹1,001 | +1 |
Calculated using the fund's annualised return since inception (0.0% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
55 securitiesTop 10 holdings make up 66.5% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| TREPS / Reverse Repo Investments | Cash/Deposits/Margins/Treps/Repo/Swaps | — | 16.26% |
| NIFTY Oct26 | Derivatives(Index/Stock Futures) | — | 10.77% |
| ICICI Bank Ltd | Banks | Large Cap | 9.85% |
| HDFC Bank Ltd | Banks | Large Cap | 9.55% |
| Axis Bank Ltd | Banks | Large Cap | 5.42% |
| Bharti Airtel Ltd | Telecom - Services | Large Cap | 4.44% |
| Larsen & Toubro Ltd | Construction | Large Cap | 3.98% |
| Reliance Industries Ltd | Petroleum Products | Large Cap | 3.12% |
| Mahindra & Mahindra Ltd | Automobiles & Components | Large Cap | 3.11% |
| NTPC Ltd | Power | Large Cap | 2.71% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹1,474 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹1,377 Cr
Exit load, stamp duty & tax
17-Dec-24
0.50% on or before 1M, Nil after 1M
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment objective
The Investment Objective Of The Scheme Is To Provide Long-Term Capital Appreciation By Investing In Equity And Equity Related Securities With A Focus On Riding Business Cycles Through Dynamic Allocation Across Various Sectors / Themes / Stocks At Different Stages Of Business Cycle.
Fund house
DSP Investment Managers Private Limited
Frequently asked questions
What is the NAV of DSP Business Cycle Fund - Direct - Growth?
The NAV of DSP Business Cycle Fund - Direct - Growth is ₹10.00 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by DSP Business Cycle Fund - Direct - Growth?
The expense ratio charged by DSP Business Cycle Fund - Direct - Growth is 1.17%.
What is the Min. SIP of DSP Business Cycle Fund - Direct - Growth?
The minimum SIP investment in DSP Business Cycle Fund - Direct - Growth is ₹100 per month.
What is the Min. Lumpsum of DSP Business Cycle Fund - Direct - Growth?
The minimum lumpsum investment in DSP Business Cycle Fund - Direct - Growth is ₹100.
What is the Exit Load of DSP Business Cycle Fund - Direct - Growth?
The exit load for DSP Business Cycle Fund - Direct - Growth is: 0.50% on or before 1M, Nil after 1M
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