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NAV as of Apr 23, 2025 | Returns since inception | ET Money Rank | VRO Ratings |
---|---|---|---|
₹9.742+0.27% 1 day change | -2.58% | N.A. |
VRO rating | N.A. |
Expense ratio | 0.72% as on Mar 31, 2025 |
Exit load | 0.5% 0.5% for redemption within 1 Month! |
AUM (Fund size) | ₹977 Crs |
Lock-in | No Lockin |
Age | 4 m since Nov 27, 2024 |
Benchmark | NIFTY 500 TRI |
Min. investment | SIP ₹500 & Lump. ₹1000 |
Risk | Very High |
Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
Long term capital gains (LTCG) | After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year |
Period | This fund | Category average |
---|---|---|
1 month | 3.58% | 3.33% |
3 months | 4.19% | 3.17% |
Large Cap 42.236551%
Mid Cap 20.480375999999996%
Small Cap 21.773073%
Other Cap 0.0%
Financial 18.65%
Healthcare 11.429999999999998%
Energy 9.04%
Consumer Discretionary 8.719999999999999%
Bifurcation by Credit Quality is not available for this fund
Bifurcation by Holding is not available for this fund
Reverse Repo 15.82%
Others 15.82%
Fund name | ETM Rank | AUM (in Crs.) | Fund age | Expense ratio |
---|---|---|---|---|
DSP Business Cycle Fund | N.A. | ₹977 Crs | 4 m | 0.72% |
HSBC Business Cycles Fund | N.A. | ₹967 Crs | 10 yrs 8 m | 1.12% |
Quant Business Cycle Fund | N.A. | ₹1,238 Crs | 1 yrs 11 m | 0.49% |
Axis Business Cycles Fund | N.A. | ₹2,295 Crs | 2 yrs 2 m | 0.7% |
ICICI Prudential Business Cycle Fund | N.A. | ₹11,894 Crs | 4 yrs 3 m | 0.82% |
Tata Business Cycle Fund | N.A. | ₹2,735 Crs | 3 yrs 9 m | 0.54% |
Fund name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
---|---|---|---|---|---|---|
DSP Business Cycle Fund | 3.58% | N.A. | N.A. | N.A. | N.A. | N.A. |
HSBC Business Cycles Fund | 3.34% | -4.74% | 12.74% | 23.25% | 30.37% | 14.03% |
Quant Business Cycle Fund | 2.11% | -10.85% | -1.5% | 16.66% | 9.68% | 4.73% |
Axis Business Cycles Fund | 3.4% | -2.07% | 8.33% | 17.17% | 9.98% | 4.87% |
ICICI Prudential Business Cycle Fund | 3.23% | 0.7% | 11.16% | 22.86% | 19.42% | 9.28% |
Tata Business Cycle Fund | 3.53% | -4.83% | 5.91% | 22.08% | 14.15% | 6.84% |
Fund name | Std. deviation | Beta | Sharpe | Sortino |
---|---|---|---|---|
DSP Business Cycle Fund | N.A. | N.A. | N.A. | N.A. |
HSBC Business Cycles Fund | 17.96 | 1.1 | 0.81 | 1.24 |
Quant Business Cycle Fund | N.A. | N.A. | N.A. | N.A. |
Axis Business Cycles Fund | N.A. | N.A. | N.A. | N.A. |
ICICI Prudential Business Cycle Fund | 13.1 | 0.83 | 1.09 | 2.35 |
Tata Business Cycle Fund | 14.86 | 0.97 | 0.88 | 1.5 |
Risk ratios are based on three-year data. The required data is unavailable for the scheme.
Fund AUM | ₹977 Crs as on Mar 31, 2025 |
Scheme document | View Scheme Document |
The scheme seeks 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.
No. of schemes | 50 view all schemes |
Total AUM | ₹1,87,436 Crs as on Mar 31, 2025 |
Address | NATRAJ, Office No. 302-3rd Floor-Plot No. 194, MV Road Junction Western Express Highway, Andheri East Mumbai, 400069 |
Phone | 1800-208-4499 / 1800-200-4499 |
Fund name | ETM Rank | AUM (in Crs.) | 1Y | 5Y |
---|---|---|---|---|
DSP India T.I.G.E.R. Fund | N.A. | ₹4,880 Crs | 3.41% | 36.36% |
DSP Small Cap Fund | N.A. | ₹14,269 Crs | 5.3% | 34.34% |
DSP Natural Resources and New Energy Fund | N.A. | ₹1,232 Crs | -1.59% | 31.85% |
DSP ELSS Tax Saver Fund | N.A. | ₹16,218 Crs | 18.23% | 29.07% |
DSP Equity Opportunities Fund | N.A. | ₹13,784 Crs | 16.27% | 28.25% |
DSP Nifty 50 Equal Weight Index Fund | N.A. | ₹1,984 Crs | 8.53% | 27.98% |
The current Net Asset Value (NAV) of the DSP Business Cycle Fund - Direct Growth plan is approximately ₹9.742 as of Apr 23, 2025.
The DSP Business Cycle Fund - Direct Growth has an expense ratio of 0.72%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.
The DSP Business Cycle Fund currently has assets under management (AUM) or fund size valued at approximately ₹977 Crs crore as of Mar 31, 2025.
The DSP Business Cycle Fund has invested the majority of its money in the stocks of the following companies -
Company | Percentage of Portfolio |
---|---|
Bharti Airtel Ltd. | 5.46% |
Power Grid Corporation Of India Ltd. | 5.25% |
Axis Bank Ltd. | 5.16% |
Kotak Mahindra Bank Ltd. | 4.14% |
Mahindra & Mahindra Ltd. | 4.11% |
State Bank of India | 3.84% |
NTPC Ltd. | 3.79% |
Apollo Hospitals Enterprise Ltd. | 3.77% |
Amber Enterprises India Ltd. | 3.17% |
ICICI Bank Ltd. | 3.08% |
The DSP Business Cycle Fund has primarily invested in the following sectors
Sector | Percentage of Portfolio |
---|---|
Financial | 18.65% |
Healthcare | 11.429999999999998% |
Energy | 9.04% |
Consumer Discretionary | 8.719999999999999% |
Capital Goods | 7.59% |
Automobile | 7.0200000000000005% |
Communication | 5.46% |
Services | 5.3500000000000005% |
Construction | 3.17% |
Consumer Staples | 2.94% |
This is a Business Cycle fund comes with Very High risk.
No, this fund does not have any lock-in period.
It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:
For the Desktop Version:
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All set! Your investment in DSP Business Cycle Fund is complete.
Redeeming your investments in DSP Business Cycle Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in DSP Business Cycle Fund from anywhere else, you can go to the fund house website and put a request through it.