DSP Business Cycle Fund - Regular - Growth
Expense Ratio: 2.14
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 27-11-2024
Exit Load: Nil
Fund Size:₹1,184.32 Cr
Performance
1Y
Fund-4.33%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund-1.07%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | TREPS / Reverse Repo Investments | 215.83 | 17.02% |
| 2 | NIFTY Jul26 | 166.20 | 13.10% |
| 3 | ICICI Bank Limited | 117.14 | 9.24% |
| 4 | HDFC Bank Limited | 116.04 | 9.15% |
| 5 | Axis Bank Limited | 87.69 | 6.91% |
| 6 | Larsen & Toubro Limited | 50.20 | 3.96% |
| 7 | Mahindra & Mahindra Limited | 46.22 | 3.64% |
| 8 | Reliance Industries Limited | 40.30 | 3.18% |
| 9 | UltraTech Cement Limited | 37.20 | 2.93% |
| 10 | Maruti Suzuki India Limited | 36.86 | 2.91% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57906 | -3.5% | -7.0% |
| SI | 07 Jan, 25 | 1.10 L. | 1.09 L. | -1.2% | -1.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 20 Oct, 25 | 1 L. | 95341 | -4.7% | N/A |
| SI | 18 Dec, 24 | 1 L. | 98040 | -2.0% | -1.1% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.