DSP Business Cycle Fund - Regular - Growth

Fund House: DSP Mutual Fund
Category: Equity: Thematic-Business-Cycle
Launch Date: 17-12-2024
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 2.15% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 1,147.64 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | 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

9.953

-0.46%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnDSP Business Cycle Fund - Regular - GrowthNIFTY 500 TRIEquity: Thematic-Business-CycleGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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. There is no assurance that the investment objective of the Scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
DSP Business Cycle Fund - Regular - Growth 17-12-2024 - - - - -
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 6.7 - - - -
ICICI Prudential Business Cycle Fund Growth 05-01-2021 5.27 22.83 23.16 - -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 4.06 19.67 - - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 1.36 23.4 22.96 26.42 13.03

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

19.5%

Others

6.83%

Large Cap

51.3%

Mid Cap

22.37%

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