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DSP Business Cycle Fund Direct - Growth

NAV as of Apr 23, 2025Returns since inceptionET Money RankVRO Ratings
-2.58%
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N.A.

Historical NAV & returns

NAV: ₹9.742 as on Apr 23, 2025
This fund Category average
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This fund Category average

DSP Business Cycle Fund overview

VRO ratingN.A.
Expense ratio0.72% as on Mar 31, 2025
Exit load0.5%info
0.5% for redemption within 1 Month!
AUM (Fund size)977 Crs
Lock-inNo Lockin
Age4 m since Nov 27, 2024
BenchmarkNIFTY 500 TRI
Min. investment

SIP 500  &  Lump. 1000

RiskVery HighVery High Risk
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

DSP Business Cycle Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Apr 09, 2025

PeriodThis fundCategory average
1 month 3.58% 3.33%
3 months 4.19% 3.17%

Asset allocationas on Mar 31, 2025

Large Cap 42.236551%

Mid Cap 20.480375999999996%

Small Cap 21.773073%

Other Cap 0.0%

Top sectors

Financial 18.65%

Healthcare 11.429999999999998%

Energy 9.04%

Consumer Discretionary 8.719999999999999%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Reverse Repo 15.82%

Other Holdings

Others 15.82%

Peer comparison

Fund nameETM RankAUM (in Crs.)Fund ageExpense ratio
DSP Business Cycle FundN.A.₹977 Crs4 m0.72%
HSBC Business Cycles FundN.A.₹967 Crs10 yrs 8 m1.12%
Quant Business Cycle FundN.A.₹1,238 Crs1 yrs 11 m0.49%
Axis Business Cycles FundN.A.₹2,295 Crs2 yrs 2 m0.7%
ICICI Prudential Business Cycle FundN.A.₹11,894 Crs4 yrs 3 m0.82%
Tata Business Cycle FundN.A.₹2,735 Crs3 yrs 9 m0.54%
Fund name1M6M1Y3Y5Y10Y
DSP Business Cycle Fund3.58%N.A.N.A.N.A.N.A.N.A.
HSBC Business Cycles Fund3.34%-4.74%12.74%23.25%30.37%14.03%
Quant Business Cycle Fund2.11%-10.85%-1.5%16.66%9.68%4.73%
Axis Business Cycles Fund3.4%-2.07%8.33%17.17%9.98%4.87%
ICICI Prudential Business Cycle Fund3.23%0.7%11.16%22.86%19.42%9.28%
Tata Business Cycle Fund3.53%-4.83%5.91%22.08%14.15%6.84%
Fund nameStd. deviationBetaSharpeSortino
DSP Business Cycle FundN.A.N.A.N.A.N.A.
HSBC Business Cycles Fund17.961.10.811.24
Quant Business Cycle FundN.A.N.A.N.A.N.A.
Axis Business Cycles FundN.A.N.A.N.A.N.A.
ICICI Prudential Business Cycle Fund13.10.831.092.35
Tata Business Cycle Fund14.860.970.881.5

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare DSP Business Cycle Fund in detail with

ET Money rank

in Business Cycle
#NA
Ranking for this fund is unavailable.
  • Return/Risk: The fund is performing poorly than its category.
  • Exit Load: 0.5% for redemption within 1 Month