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: 2.2% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,027.84 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 0.24% | 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 |
10.122
-0.05 (-0.5335%)
0.89%
Benchmark: 12.16%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 5.96 | - | - | - | - |
| Invesco India Business Cycle Fund - Growth | 27-02-2025 | 15.43 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 10.06 | 6.56 | - | - | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 6.51 | 3.98 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 6.37 | 7.35 | 20.19 | 18.15 | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 6.28 | 9.33 | 16.96 | - | - |
| Bank of India Business Cycle Fund - Regular Plan - Growth | 05-08-2024 | 6.1 | - | - | - | - |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | 4.86 | 3.44 | 15.48 | - | - |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 4.81 | 6.21 | 13.29 | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 4.74 | 6.0 | 18.27 | 17.21 | 14.15 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.91%
Others
4.49%
Large Cap
49.48%
Mid Cap
24.12%
