DSP Business Cycle Fund · Regular · Growth
NAV
₹10.4410
as of 15 Jul 2026
Expense Ratio
2.17%
AUM
₹1,133 Cr
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, annualised0.01
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- 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.
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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