DSP Business Cycle Fund Regular Growth

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Invest

Explore On

Equity
Equity - Other
Rating N.A.
Plan

10.21 +0.20 (2.00%) NAV as on 15 Apr, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1155.15
CAGR 9.55%
Exit Load0.50%
Expense ratio2.17%
CategoryEquity
Min Investment100
Min SIP0
Launch Date2024-12-17

Asset Allocation

Holdings As On - 17 April 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

State Bank of India
72.77
7.08%

AXIS Bank Ltd
53.16
5.17%

Infosys
39.40
3.83%

Bharti Airtel
35.37
3.44%

NTPC
33.06
3.22%

Kotak Mahindra Bank
32.92
3.20%

Peer Comparison

Fund Name
Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth19.74%
Tata Resources & Energy Fund Regular Growth12.75%
Mahindra Manulife Business Cycle Fund Regular Growth12.56%
DSP Business Cycle Fund Regular Growth9.55%
Bandhan Business Cycle Fund Regular Growth2.96%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.00
Std Deviation 0.00%
Tracking Error 0.00%

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 1155.15 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 2.17%. 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 & High respectively.

The top holdings of the fund include State Bank of India, AXIS Bank Ltd, Mahindra & Mahindra Ltd & Apollo Hospitals Enterprise.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Investment Services & Biotechnology & Drugs.

Some of the similar funds are Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, Tata Resources & Energy Fund Regular Growth, Mahindra Manulife Business Cycle Fund Regular Growth, DSP Business Cycle Fund Regular Growth, Bandhan Business Cycle Fund Regular Growth. DSP Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.