MF
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Sectoral / Thematic📊 NIFTY 500 TRI

DSP Business Cycle Fund · Regular · Growth

DSP Mutual Fund

#111 of 214 (1Y)

NAV

₹10.4410

as of 15 Jul 2026

Expense Ratio

2.17%

AUM

₹1,133 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+2.96%
3Y
5Y
Since Inception
+2.60%

SIP returns (XIRR)

1Y
+6.19%
3Y
5Y
Since Inception
+6.76%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

0.01

Sharpe Ratio

+0.01

Alpha

0.28

Beta

0.01

Sortino

14.25%

Std Dev

-12.03%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseDSP Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date27 Nov 2024
AMFI Code153122
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadIf the units redeemed or switched out on or before 1 month from the date of allotment 0.5% after 1 month NIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

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
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