DSP Business Cycle Fund
Current Fund Size :
N.A.
₹10.03
NAV
0.33%
Overall Return
-1.62%
1-Day Change
0.64%
Expense Ratio
₹ 1,124 Cr
AUM (Fund Size)
10+ mos
Fund Age
Investment Policy
Benchmark
NIFTY 500 TRI
Risk Level
High Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹1000
Exit Load
0.5%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
10 m since Nov 27, 2024
Current Value (Example)
N.A.
Returns Ratio
N/A
Holdings Lists
| # | Company Name | Sector | Instrument | % of Assets |
|---|---|---|---|---|
| 1 | Power Grid Corporation Of India Ltd. | Energy | Equity | 5.60% |
| 2 | State Bank of India | Financial | Equity | 5.30% |
| 3 | NTPC Ltd. | Energy | Equity | 5.14% |
| 4 | Mahindra & Mahindra Ltd. | Automobile | Equity | 4.29% |
| 5 | Axis Bank Ltd. | Financial | Equity | 4.26% |
| 6 | Infosys Ltd. | Technology | Equity | 4.24% |
| 7 | Multi Commodity Exchange Of India Ltd. | Services | Equity | 4.17% |
| 8 | Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 4.01% |
| 9 | Kotak Mahindra Bank Ltd. | Financial | Equity | 3.25% |
| 10 | Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 2.78% |
| 11 | ICICI Bank Ltd. | Financial | Equity | 2.77% |
| 12 | Bharti Airtel Ltd. | Communication | Equity | 2.36% |
| 13 | Tata Consultancy Services Ltd. | Technology | Equity | 2.33% |
| 14 | TVS Motor Company Ltd. | Automobile | Equity | 2.31% |
| 15 | Kei Industries Ltd. | Capital Goods | Equity | 1.96% |
| 16 | Voltas Ltd. | Consumer Discretionary | Equity | 1.95% |
| 17 | Max Financial Services Ltd. | Financial | Equity | 1.92% |
| 18 | Coforge Ltd. | Technology | Equity | 1.88% |
| 19 | Oberoi Realty Ltd. | Construction | Equity | 1.68% |
| 20 | Kalpataru Projects International Ltd. | Capital Goods | Equity | 1.64% |
| 21 | United Breweries Ltd. | Consumer Staples | Equity | 1.62% |
| 22 | Cyient Ltd. | Technology | Equity | 1.52% |
| 23 | Nippon Life India Asset Management Ltd. | Financial | Equity | 1.41% |
| 24 | Schaeffler India Ltd. | Capital Goods | Equity | 1.38% |
| 25 | R R Kabel Ltd. | Consumer Discretionary | Equity | 1.35% |
| 26 | Sudarshan Chemical Industries Ltd. | Chemicals | Equity | 1.34% |
| 27 | Mankind Pharma Ltd. | Healthcare | Equity | 1.30% |
| 28 | Laurus Labs Ltd. | Healthcare | Equity | 1.17% |
| 29 | Ipca Laboratories Ltd. | Healthcare | Equity | 1.13% |
| 30 | Navin Fluorine International Ltd. | Chemicals | Equity | 1.13% |
| 31 | JSW Infrastructure Ltd. | Services | Equity | 1.13% |
| 32 | Siemens Energy India Ltd. | Energy | Equity | 1.06% |
| 33 | Cipla Ltd. | Healthcare | Equity | 1.02% |
| 34 | Angel One Ltd. | Financial | Equity | 1.02% |
| 35 | Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.98% |
| 36 | Siemens Ltd. | Capital Goods | Equity | 0.97% |
| 37 | Gland Pharma Ltd. | Healthcare | Equity | 0.94% |
| 38 | Carborundum Universal Ltd. | Metals & Mining | Equity | 0.87% |
| 39 | Apollo Tyres Ltd. | Automobile | Equity | 0.86% |
| 40 | Triveni Engineering & Industries Ltd. | Consumer Staples | Equity | 0.82% |
| 41 | Interglobe Aviation Ltd. | Services | Equity | 0.77% |
| 42 | Kovai Medical Center & Hospital Ltd. | Healthcare | Equity | 0.76% |
| 43 | Inox India Ltd. | Metals & Mining | Equity | 0.75% |
| 44 | CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.68% |
| 45 | Sheela Foam Ltd. | Consumer Discretionary | Equity | 0.58% |
| 46 | H.G. Infra Engineering Ltd. | Construction | Equity | 0.58% |
| 47 | Ahluwalia Contracts (India) Ltd. | Construction | Equity | 0.47% |
| 48 | Praj Industries Ltd. | Capital Goods | Equity | 0.44% |
| 49 | Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.35% |
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | DSP Business Cycle Fund | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 1,124 Cr | 10 m | 0.64% |
| 2 | ICICI Prudential India Opportunities Fund | -0.39% | 24.92% | 33.05% | 11.66 | 0.82 | 1.32 | 2.62 | 29,871 Cr | 6 yrs 9 m | 0.63% |
| 3 | ICICI Prudential Dividend Yield Equity Fund | -1.88% | 26.22% | 30.46% | 12.34 | 0.86 | 1.32 | 2.17 | 5,779 Cr | 11 yrs 5 m | 0.57% |
| 4 | ICICI Prudential Value Fund | -0.84% | 23.21% | 26.84% | 11.41 | 0.80 | 1.22 | 2.21 | 53,750 Cr | 12 yrs 8 m | 0.99% |
| 5 | SBI Contra Fund | -6.29% | 21.72% | 30.08% | 12.26 | 0.88 | 1.09 | 1.78 | 46,654 Cr | 12 yrs 8 m | 0.66% |
| 6 | ICICI Prudential India Equity FOF | -2.49% | 22.25% | 26.62% | 11.94 | 0.87 | 1.11 | 1.89 | 219 Cr | 5 yrs 7 m | 0.63% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 1.69% | 1.07% |
| 2 | 3 Months | -2.14% | -2.7% |
| 3 | 6 Months | 7.11% | 7.54% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | DSP India T.I.G.E.R. Fund | 5,303 Cr | -9.91% | 34.33% | View Detail |
| 2 | DSP Natural Resources and New Energy Fund | 1,292 Cr | -6.0% | 28.08% | View Detail |
| 3 | DSP Small Cap Fund | 16,628 Cr | -4.43% | 27.55% | View Detail |
| 4 | DSP ELSS Tax Saver Fund | 16,475 Cr | -4.63% | 24.48% | View Detail |
| 5 | DSP Large & Mid Cap Fund | 15,356 Cr | -5.37% | 23.75% | View Detail |
| 6 | DSP Nifty 50 Equal Weight Index Fund | 2,235 Cr | -4.74% | 23.33% | View Detail |
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