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: 2.14% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,181.1 Cr As on 31-10-2025(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% 1 If units are redeemed or switched out after 1 month from the date of allotment - Nil |
10.32
0.03 (0.2616%)
3.21%
Benchmark: 12.46%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 | - | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 11.6 | 20.49 | 21.68 | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 2.3 | 17.35 | 16.65 | - | - |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 1.37 | 13.4 | 12.5 | - | - |
| Bandhan Business Cycle Fund - Regular Plan - Growth | 01-09-2024 | 1.29 | - | - | - | - |
| Motilal Oswal Business Cycle Fund-Regular Plan-Growth | 27-08-2024 | 1.22 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 0.71 | 18.67 | - | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | -0.14 | - | - | - | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | -0.44 | - | - | - | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | -0.66 | 13.27 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.15%
Others
10.05%
Large Cap
47.01%
Mid Cap
23.79%
