DSP Business Cycle Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹1,334.42 Cr
Expense Ratio
2.89%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹0.00
Launch Date
17 Dec 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.7% | -- |
| 3 Months | +2.79% | -- |
| 6 Months | +1.21% | -- |
| 1 Year | +3.07% | +3.07% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +2.28% | +1.32% |
Holdings as on 8 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps / Reverse Repo Investments | 194.77 | 14.60 |
| ICICI Bank | 131.87 | 9.88 |
| HDFC Bank | 126.36 | 9.47 |
| Nifty Aug26 | 111.26 | 8.34 |
| AXIS Bank Ltd | 80.13 | 6.00 |
| Bharti Airtel | 62.83 | 4.71 |
| Larsen & Toubro Ltd | 60.06 | 4.50 |
| Mahindra & Mahindra Ltd | 51.19 | 3.84 |
| Reliance Industries | 50.63 | 3.79 |
| NTPC | 43.03 | 3.22 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth | +24.43% | +20.37% | +14.62% |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Regular Growth | -3.4% | +9.51% | +8.34% |
| Mahindra Manulife Business Cycle Fund Regular Growth | +9.21% | -- | -- |
| Quant Momentum Fund Regular Growth | +11.62% | -- | -- |
| DSP Business Cycle Fund Regular Growth | +3.07% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The DSP Business Cycle Fund Regular Growth has an AUM of 1334.42 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.89%. The minimum investment in DSP Business Cycle Fund Regular Growth is Rs 100 and the minimum SIP is Rs 0.
As per morningstar the risk & return rating of the fund are Medium & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps / Reverse Repo Investments, ICICI Bank, HDFC Bank, Nifty Aug26.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Manufacturers, Construction Services, Oil & Gas Operations.
Some of the similar funds are Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Regular Growth, Mahindra Manulife Business Cycle Fund Regular Growth, Quant Momentum Fund Regular Growth, DSP Business Cycle Fund Regular Growth. DSP Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating DSP Business Cycle Fund Regular Growth has a Medium risk & Low return.
DSP Business Cycle Fund Regular Growth is managed by Anish Tawakley,Sandeep Yadav,Aparna Karnik.
The expense ratio of DSP Business Cycle Fund Regular Growth is 2.89%.
The 5 year annualized return on DSP Business Cycle Fund Regular Growth is 0.00% & it has generated 3.07% in the last 1 year.
The minimum investment in DSP Business Cycle Fund Regular Growth is 100 Rs.
DSP Business Cycle Fund Regular Growth has an AUM of 1334.42 crores.
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