DSP Business Cycle Fund - Regular - Growth
| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 17-12-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 2.14% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,191.03 Cr As on (28-11-2025) |
| Turn over: - |
10.242
0.06 (0.6054%)
2.42%
NIFTY 500 TRI 12.41%
PERFORMANCE of DSP Business Cycle Fund - Regular - Growth
Scheme Performance (%)
Data as on - 19-12-2025Yearly Performance (%)
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.
NAV & Lumpsum details( Invested amount 1,00,000)
| NAV Date | NAV | Units | Market Value |
Returns (%) |
|---|---|---|---|---|
| 18-12-2024 | 9.999 | 10001.0001 | 100000 | 0.0 % |
| 20-01-2025 | 9.618 | - | 96190 | -3.81 % |
| 18-02-2025 | 8.874 | - | 88749 | -11.25 % |
| 18-03-2025 | 8.984 | - | 89849 | -10.15 % |
| 21-04-2025 | 9.658 | - | 96590 | -3.41 % |
| 19-05-2025 | 9.778 | - | 97790 | -2.21 % |
| 18-06-2025 | 9.904 | - | 99050 | -0.95 % |
| 18-07-2025 | 10.127 | - | 101280 | 1.28 % |
| 18-08-2025 | 9.979 | - | 99800 | -0.2 % |
| 18-09-2025 | 10.236 | - | 102370 | 2.37 % |
| 20-10-2025 | 10.282 | - | 102830 | 2.83 % |
| 18-11-2025 | 10.297 | - | 102980 | 2.98 % |
| 18-12-2025 | 10.18 | - | 101810 | 1.81 % |
| 19-12-2025 | 10.242 | - | 102430 | 2.43 % |
RETURNS CALCULATOR for DSP Business Cycle Fund - Regular - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Riskometer
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 of DSP Business Cycle Fund - Regular - Growth
| 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 | 2.51 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 12.95 | 18.29 | 21.71 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 3.9 | 16.59 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 3.12 | 15.9 | 17.09 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund - Regular Plan - Growth | 01-09-2024 | 2.87 | 0.0 | 0.0 | 0.0 | 0.0 |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 0.72 | 11.39 | 13.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 0.3 | 11.36 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | -0.26 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund - Growth Option | 05-11-2022 | -0.31 | 8.29 | 13.6 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | -0.42 | 0.0 | 0.0 | 0.0 | 0.0 |
PORTFOLIO ANALYSIS of DSP Business Cycle Fund - Regular - Growth
Asset Allocation (%)
| Allocation | Percentage (%) |
|---|
Market Cap Distribution
Small Cap
20.25%
Others
8.87%
Large Cap
46.5%
Mid Cap
24.38%
Total
100%


