DSP Business Cycle Fund-Reg(G)
- Equity
- Thematic Fund
- Very High Risk
Fund Overview
- Assets Under Management (AUM)
- ₹1,166.19 Cr
- Expense Ratio
- 1.88%
- Riskometer
- Very High
- Category
- Thematic Fund
- Asset Type
- Equity
- Benchmark
- NIFTY 50 - TRI
- SIP
- Available
- Switch
- Available
- Inception Date
- 30 Apr 2026
- ISIN
- INF740KA1US7
- Scheme Code
- 668
- Fund Scheme ID
- 39559
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Performance & Returns
Calculate SIP ReturnsReturns by period
| Period | Trailing Return | Absolute Return | Annualised Return | CAGR |
|---|---|---|---|---|
| 1 Month | -2.55% | -2.55% | -39.31% | -21.70% |
| 3 Months | 3.14% | 3.14% | 12.79% | 12.48% |
| 6 Months | 1.93% | 1.93% | -0.21% | -0.42% |
| 1 Year | 3.34% | 3.34% | 3.03% | 3.22% |
| Since Inception | 1.55% | 2.68% | 1.46% | 1.39% |
Past performance is not indicative of future returns.
Portfolio
Asset Allocation
100.01%
- Domestic Equities82.22%
- Cash & Cash Equivalents and Net Assets17.76%
- Preference Shares0.03%
Top Sectors
- Bank25.80%
- Miscellaneous15.34%
- Automobile & Ancillaries14.32%
- Chemicals5.89%
- Infrastructure4.39%
- Construction Materials4.17%
- Crude Oil3.80%
- Finance3.31%
Holdings
Overview of fund allocations across sectors and securities
Bank
Value
₹300.88 Cr
Weightage
25.80%
Miscellaneous
Value
₹178.89 Cr
Weightage
15.34%
Automobile & Ancillaries
Value
₹167.00 Cr
Weightage
14.32%
Chemicals
Value
₹68.69 Cr
Weightage
5.89%
Infrastructure
Value
₹51.20 Cr
Weightage
4.39%
Construction Materials
Value
₹48.63 Cr
Weightage
4.17%
Crude Oil
Value
₹44.32 Cr
Weightage
3.80%
Finance
Value
₹38.60 Cr
Weightage
3.31%
Telecom
Value
₹36.27 Cr
Weightage
3.11%
Power
Value
₹34.52 Cr
Weightage
2.96%
Insurance
Value
₹34.05 Cr
Weightage
2.92%
Realty
Value
₹33.70 Cr
Weightage
2.89%
Others
Value
₹28.57 Cr
Weightage
2.45%
Capital Goods
Value
₹20.87 Cr
Weightage
1.79%
Consumer Durables
Value
₹20.29 Cr
Weightage
1.74%
Alcohol
Value
₹12.94 Cr
Weightage
1.11%
Logistics
Value
₹11.90 Cr
Weightage
1.02%
Abrasives
Value
₹11.08 Cr
Weightage
0.95%
IT
Value
₹9.45 Cr
Weightage
0.81%
Aviation
Value
₹8.63 Cr
Weightage
0.74%
Retailing
Value
₹5.83 Cr
Weightage
0.50%
About
Fund Manager(s)
Mr. Anish Tawakley, Mr. Sandeep Yadav, Ms. Aparna Karnik
Launch Date
30 Apr 2026
Benchmark
NIFTY 50 - TRI
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.
RISKOMETER
The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.
Exit Load, Stamp Duty and Tax Implication
- Exit load
- 0.50% on or before 1M, Nil after 1M
- Stamp duty on investment: 0.005% (from July 1st, 2020)
- from July 1st 2020
- Tax implication
- --
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