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DSP Business Cycle Fund - Regular - Growth

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Fund info
NAV (as on 2026-01-16)
10.33 0.39%
AUM (Fund Size)
N/A
Expense Ratio
2.21%
Exit load
N/A
Risk
N/A
AMC
DSP Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2026-01-09 ₹1,000.00 ₹1,010.07
1.01 %
Two Week 2026-01-01 ₹1,000.00 ₹1,003.20
0.32 %
One Month 2025-12-17 ₹1,000.00 ₹1,016.83
1.68 %
Three Months 2025-10-20 ₹3,000.00 ₹3,011.24
0.37 %
Six Months 2025-07-21 ₹6,000.00 ₹6,076.92
1.28 %
One Year 2025-01-16 ₹12,000.00 ₹12,725.87
6.05 %
Since Inception 2024-12-17 ₹14,000.00 ₹14,770.23
5.50 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in DSP Business Cycle Fund - Regular - Growth

Banks
7%
Automobiles
7%
Pharmaceuticals & Biotechnology
5%
Consumer Durables
5%
Industrial Products
4%
Capital Markets
4%
Power
5%
Telecom - Services
3%
Healthcare Services
2%
Construction
1%
Transport Services
3%
Chemicals & Petrochemicals
2%
Electrical Equipment
2%
Beverages
1%
Realty
1%
Auto Components
1%
Transport Infrastructure
1%
Agricultural Food & Other Products
1%
IT - Services
1%
Industrial Manufacturing
0%

Companies Holding in DSP Business Cycle Fund - Regular - Growth

Kotak Mahindra Bank Limited
3.28%
ICICI Bank Limited
2.89%
State Bank Of India
2.80%
Mahindra & Mahindra Limited
4.91%
TVS Motor Company Limited
3.15%
Cipla Limited
1.93%
Mankind Pharma Limited
1.57%
IPCA Laboratories Limited
1.48%
Laurus Labs Limited
1.36%
Gland Pharma Limited
1.23%
Amber Enterprises India Limited
3.04%
Voltas Limited
1.77%
Crompton Greaves Consumer Electricals Limited
1.25%
Sheela Foam Limited
0.94%
KEI Industries Limited
2.53%
R R Kabel Limited
1.74%
Carborundum Universal Limited
1.39%
INOX India Limited
0.75%
Shivalik Bimetal Controls Limited
0.45%
BSE Limited
1.85%
Multi Commodity Exchange Of India Limited
1.51%
Angel One Limited
1.33%
Nippon Life India Asset Management Limited
1.29%
Power Grid Corporation Of India Limited
3.35%
NTPC Limited
2.26%
Bharti Airtel Limited
3.94%
Apollo Hospitals Enterprise Limited
2.89%
Kovai Medical Center And Hospital Limited
0.80%
Kalpataru Projects International Limited
1.70%
H.G. Infra Engineering Limited
0.93%
Ahluwalia Contracts (India) Limited
0.54%
Interglobe Aviation Limited
3.10%
Navin Fluorine International Limited
1.45%
Sudarshan Chemical Industries Limited
1.10%
Siemens Limited
2.35%
United Breweries Limited
1.95%
Oberoi Realty Limited
1.88%
Schaeffler India Limited
1.50%
JSW Infrastructure Limited
1.29%
Triveni Engineering & Industries Limited
1.10%
Cyient Limited
1.03%
Praj Industries Limited
0.88%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
2.21
Expense Ratio Direct
0.65
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Unknown
Unknown Experience

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