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DSP Mutual Fund · Equity: Thematic-Business-Cycle
DSP BusIness Cycle Fund - Regular - Growth
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.
EquityBenchmark · Nifty 500 TRITER · 2.63%Inception · 17-12-2024
NAV
₹9.72
-0.62% · as of 14-10-2026
Since inception
-1.52%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹1,474 Cr
AUM
Expense ratio
2.63%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +-1.52% CAGR vs benchmark +11.87%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-9.24%
HDFC BANK LIMITED EQ NEW FV RE. 1/-9.15%
AXIS BANK LIMITED EQ NE FV RS. 2/-6.91%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.96%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.64%
RELIANCE INDUSTRIES LIMITED EQ3.18%
ULTRATECH CEMENT LIMITED EQ2.93%
MARUTI SUZUKI INDIA LIMITED EQ2.91%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.90%
DLF LIMITED EQ NEW FV RS.2/-2.79%
Sector allocation
Financial Services32.45%
Automobile and Auto Components13.48%
Oil, Gas & Consumable Fuels5.16%
Construction Materials4.32%
Consumer Durables4.28%
Construction3.96%
Telecommunication2.90%
Realty2.79%
Power2.51%
Capital Goods2.50%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -1.5% p.a.₹10,000
10 years
Projected value
₹11,12,493
Invested: ₹12,00,000
Gained: -₹87,507
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
A
Anish Tawakley, Sandeep Yadav, Aparna Karnik
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153122
ISIN (Growth)
INF740KA1US7
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India BusIness Cycle Fund Gr
₹13.74
1Y
+7.1%
3Y
+0.0%
5Y
+0.0%
Kotak BusIness Cycle Fund Reg Gr
₹16.92
1Y
+3.1%
3Y
+13.7%
5Y
+0.0%
ABSL BusIness Cycle Fund Reg Gr
₹15.51
1Y
+2.2%
3Y
+10.5%
5Y
+0.0%
Quant BusIness Cycle Fund Gr Reg Plan
₹15.79
1Y
+2.0%
3Y
+8.7%
5Y
+0.0%
Bank Of India BusIness Cycle Fund Reg Gr
₹9.43
1Y
+1.9%
3Y
+0.0%
5Y
+0.0%
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