SCHEME OVERVIEW

DSP Business Cycle Fund - Regular - Growth

Category: Equity: Thematic-Business-Cycle
Launch Date: 17-12-2024
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.15% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,137.71 Cr As on (30-09-2025)
Turn over:
NAV as on 28-10-2025

10.313

-0.04 (-0.3588%)

CAGR Since Inception

3.14%

NIFTY 500 TRI 12.5%

PERFORMANCE of DSP Business Cycle Fund - Regular - Growth

Scheme Performance (%) Data as on - 28-10-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Business Cycle Fund - Regular - Growth - - - - 3.14
NIFTY 500 TRI 5.01 17.04 20.56 14.34 12.5
Equity: Thematic-Business-Cycle 3.54 18.69 24.66 13.64 13.22

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Vinit Sambre

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.

RETURNS CALCULATOR for DSP Business Cycle Fund - Regular - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Period :
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of DSP Business Cycle Fund - Regular - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Business Cycle Fund - Regular - Growth - - - - - -
Equity: Thematic-Business-Cycle - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DSP Business Cycle Fund - Regular - Growth 17-12-2024 0.0 0.0 0.0 0.0 0.0
Motilal Oswal Business Cycle Fund-Regular Plan-Growth 27-08-2024 17.12 0.0 0.0 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 12.5 27.09 22.99 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 8.77 22.63 18.12 0.0 0.0
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 6.92 0.0 0.0 0.0 0.0
Bandhan Business Cycle Fund - Regular Plan - Growth 01-09-2024 6.77 0.0 0.0 0.0 0.0
HDFC Business Cycle Fund - Growth Option 05-11-2022 5.85 17.18 0.0 0.0 0.0
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 5.25 18.64 14.49 0.0 0.0
Axis Business Cycles Fund - Regular Plan - Growth 05-02-2023 5.14 19.17 0.0 0.0 0.0
Union Business Cycle Fund - Regular Plan - Growth Option 05-03-2024 3.49 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of DSP Business Cycle Fund - Regular - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)