17 Apr, EOD - Indian

Nifty 50 23851.65 (1.77)

Nifty Bank 54290.2 (2.21)

Nifty IT 33372.35 (0.23)

17 Apr, EOD - Global

NIKKEI 225 34730.28 (1.03)

HANG SENG 21395.14 (1.61)

S&P 5338.5 (0.26)

Login/Signup
Careers

Fund Overview

DSP Business Cycle Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

9.50

Inception Date

17-12-2024

Category

Equity - Diversified
Investment Objectives

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.

Risk O Meter
img
Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
DSP Business Cycle Fund - Regular (G) -1.91 NA NA NA NA NA -6.19
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (BSE Financial Services TRI)

1Lakh investment Grown to 0.00 Lakh

10,000 investment Grown to 0.00 Lakh

1Lakh investment Grown to 0.00 Lakh

img
Key Parameters
AUM(₹ Cr.) 977
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Expense Ratio (%) 0
Benchmark Nifty 500 TRI
Fund Manager Charanjit Singh
Exit 0.5% - If the units redeemed or switched out on or before 1 month from the date of allotment Nil - If units are redeemed or switched out after 1 month from the date of allotment
Incrimental Invest(₹) 100
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 31 03 25 )
Company Asset No.of shares Value (₹ in Cr)
Bharti Airtel Equity 307762 53.35
Power Grid Corpn Equity 1764411 51.23
Axis Bank Equity 457679 50.44
Kotak Mah. Bank Equity 186288 40.45
M & M Equity 150617 40.15
St Bk of India Equity 486261 37.52
NTPC Equity 1035876 37.04
Apollo Hospitals Equity 55611 36.79
Amber Enterp. Equity 42961 30.98
ICICI Bank Equity 222841 30.05
TVS Motor Co. Equity 117624 28.46
Voltas Equity 159809 23.31
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
DSP Business Cycle Fund 976.66 NA NA NA -6.19 17-Dec-2024 -0.9437 9.31
Motilal Oswal Large Cap Fund 1,919.37 22.30 NA NA 22.49 06-Feb-2024 1.1197 4.19
Invesco India Midcap Fund 5,779.32 17.64 20.86 29.50 16.38 19-Apr-2007 0.8698 4.91
Motilal Oswal Small Cap Fund 4,166.58 16.69 NA NA 19.30 26-Dec-2023 0.6247 5.97
Invesco India Large & Mid Cap Fund 6,432.24 16.36 19.86 25.59 13.13 09-Aug-2007 0.8323 4.53
SBI Multicap Fund 19,192.41 16.15 16.00 NA 16.60 08-Mar-2022 0.6628 3.93
HDFC Focused 30 Fund 17,226.97 15.82 21.46 30.63 16.08 17-Sep-2004 1.3365 3.28
HDFC Flexi Cap Fund 69,639.05 15.53 21.07 30.54 18.82 01-Jan-1995 1.1839 3.63
Bandhan Financial Services Fund 967.14 15.42 NA NA 21.10 28-Jul-2023 0.9401 3.98
Bandhan Small Cap Fund 9,516.16 15.37 24.33 35.59 32.00 25-Feb-2020 0.9338 5.31
1 2 3  Next