DSP Business Cycle Fund · Regular · Growth
NAV
₹10.3110
as of 16 Jun 2026
Expense Ratio
2.17%
AUM
₹1,133 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.88%
- 3Y
- —
- 5Y
- —
- Since Inception
- +2.07%
SIP returns (XIRR)
- 1Y
- +5.17%
- 3Y
- —
- 5Y
- —
- Since Inception
- +6.16%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
ICICI Prudential Infrastructure Fund · Regular · Growth
LIC MF Infrastructure Fund · Regular · Growth
NIPPON INDIA POWER and INFRA FUND · Regular · Growth
SIP since inception — what ₹100/month became
Real NAV backtest from day one
₹1,800
Invested
₹1,815
Value today
1.1%
XIRR (p.a.)
₹100/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹100 lumpsum at launch — value today
Invested on the fund's first NAV date
₹100
Invested
₹99
Value today
-0.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹6,32,969
Value today
+6.5%
vs lumpsum
STP beat direct lumpsum by 6.5% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.20
Sharpe Ratio
-0.01
Alpha
0.47
Beta
-0.19
Sortino
14.43%
Std Dev
-14.98%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Banks23.00%
- Automobiles11.00%
- Consumer Durables8.00%
- Capital Markets6.00%
- Construction5.00%
- Pharmaceuticals & Biotechnology4.00%
- Insurance4.00%
- Auto Components4.00%
- IT - Software3.00%
- Power3.00%
- Telecom - Services3.00%
- Healthcare Services3.00%
Each sector links to the mutual funds most exposed to it.
Thinking about DSP Business Cycle Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Hdfc Bank Limited7.87%
- 2Axis Bank Limited6.98%
- 3Icici Bank Limited6.66%
- 4Mahindra & Mahindra Limited4.08%
- 5Larsen & Toubro Limited3.49%
- 6Bharti Airtel Limited3.28%
- 7Multi Commodity Exchange Of India Limited3.24%
- 8Ntpc Limited3.11%
- 9Maruti Suzuki India Limited3.04%
- 10Asian Paints Limited2.72%
Investment Objective
DSP Business Cycle Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
DSP Business Cycle Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by DSP Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,133 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.17%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations