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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.
Benchmark · NIFTY 500 TRITER · 2.94%Inception · 17-12-2024
NAV
₹10.06
-1.34% · as of 29-05-2026
Since inception
0.44%
CAGR
Benchmark (inception)
12.10%
CAGR
Fund size
₹1,143 Cr
AUM
Expense ratio
2.94%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +0.44% CAGR vs benchmark +12.10%.
Portfolio
Where the money is invested
Top holdings
STATE BANK OF INDIA EQ NEW RE. 1/-7.08%
AXIS BANK LIMITED EQ NE FV RS. 2/-5.17%
TREPS / Reverse Repo Investments4.94%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.33%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-4.27%
Multi Commodity Exchange of India Ltd4.05%
INFOSYS LIMITED EQ FV RS 53.83%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.44%
NTPC LIMITED EQ3.22%
Kotak Mahindra Bank Limited3.20%
Sector allocation
Financial Services28.07%
Automobile and Auto Components11.91%
Healthcare10.97%
Information Technology10.60%
Capital Goods8.85%
Consumer Durables6.61%
Chemicals4.89%
Telecommunication3.44%
Power3.22%
Fast Moving Consumer Goods2.44%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 0.4% p.a.₹10,000
10 years
Projected value
₹12,27,011
Invested: ₹12,00,000
Gained: ₹27,011
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
V
Vinit Sambre
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
₹13.04
1Y
+13.9%
3Y
+0.0%
5Y
+0.0%
Mahindra Manulife Business Cycle Fund Reg Gr
₹15.32
1Y
+6.4%
3Y
+0.0%
5Y
+0.0%
Union Business Cycle Reg Gr
₹11.38
1Y
+4.3%
3Y
+0.0%
5Y
+0.0%
Quant Business Cycle Fund Reg Gr
₹16.64
1Y
+3.1%
3Y
+0.0%
5Y
+0.0%
Kotak Business Cycle Fund Reg Gr
₹16.09
1Y
+2.5%
3Y
+15.3%
5Y
+0.0%
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