DSP Business Cycle Fund - Regular - Growth
Category: Equity: Thematic-Business-Cycle |
Launch Date: 17-12-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
Expense Ratio: 2.15% As on ( 30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 1,147.64 Cr As on ( 30-06-2025) |
Turn over: |
Fund Managers
Mr. Charanjit Singh
Investment 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. There is no assurance that the investment objective of the Scheme will be achieved.
PERFORMANCE of DSP Business Cycle Fund - Regular - Growth
Scheme Performance (%) Data as on - 28-07-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
DSP Business Cycle Fund - Regular - Growth | - | - | - | - | -0.95 |
NIFTY 500 TRI | -0.92 | 17.56 | 21.35 | 13.92 | 12.46 |
Equity: Thematic-Business-Cycle | -1.26 | 20.16 | 25.93 | 12.99 | 11.82 |
RETURNS CALCULATOR for DSP Business Cycle Fund - Regular - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of DSP Business Cycle Fund - Regular - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
DSP Business Cycle Fund - Regular - Growth | - | - | - | - | - | - |
Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
PEER COMPARISION
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
DSP Business Cycle Fund Reg Gr | 17-12-2024 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 7.06 | 23.56 | 23.67 | 0.0 | 0.0 |
Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 6.39 | 0.0 | 0.0 | 0.0 | 0.0 |
Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 4.39 | 19.49 | 0.0 | 0.0 | 0.0 |
ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 1.34 | 15.28 | 15.74 | 0.0 | 0.0 |
HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 1.2 | 22.71 | 23.01 | 25.93 | 12.99 |
HDFC Business Cycle Fund Gr | 05-11-2022 | 0.47 | 14.75 | 0.0 | 0.0 | 0.0 |
Axis Business Cycles Fund Reg Gr | 05-02-2023 | -0.73 | 18.35 | 0.0 | 0.0 | 0.0 |
Union Business Cycle Reg Gr | 05-03-2024 | -4.53 | 0.0 | 0.0 | 0.0 | 0.0 |
Tata Business Cycle Fund Reg Gr | 04-08-2021 | -5.23 | 17.69 | 21.16 | 0.0 | 0.0 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of DSP Business Cycle Fund - Regular - Growth
Portfolio as on