DSP Business Cycle Fund Direct - IDCW Reinvestment

Fund Details

NAV 10.401

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.01

Fund Size(in Crores) 1191.13

Fund Performance

1 Month -0.99%

3 Month 0.48%

6 Month 4.96%

1 Year 4.09%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.71%) Market Cap Large Cap 94.9 Mid Cap 3.81 Top Sectors Financial 18.82 Technology 10.23 Healthcare 9.81 Services 9.22 Automobile 8.85 Materials 7.85 Consumer Staples 7.84 Energy 7.8 Metals & Mining 5.89 Insurance 4 Consumer Discretionary 2.22 Construction 2.14 Communication 2.08 Capital Goods 1.96 Top Holding Shriram Finance 2.67 Wipro 1.98 Reliance Industries 2.19 Hindalco Industries 2.08 ITC 1.94 HCL Technologies 2.19 ICICI Bank 1.94 Titan Company 2.22 Tata Consumer Products 1.98 HDFC Bank 2.03 Hindustan Unilever 1.86 Interglobe Aviation 2 Apollo Hospitals Enterprise 1.85 Max Healthcare Institute 1.96 Tata Motors Passenger Vehicles 1.03 Bajaj Finance 1.96 Adani Ports and Special Economic Zone 2.07 Tata Steel 1.87 HDFC Life Insurance 1.92 Dr. Reddy's Laboratories 1.89 Tech Mahindra 2.01 Eternal 1.73 Nestle India 2.06 SBI Life Insurance Company 2.08 JSW Steel 1.94 Adani Enterprises 1.7 NTPC 1.84 Infosys 2.02 Asian Paints 2.29 Coal India 1.84 Tata Consultancy 2.03 Bajaj Finserv 1.97 Trent 1.72 Bharat Electronics 1.96 Bajaj Auto 1.97 Axis Bank 2.1 Grasim Industries 1.89 Maruti Suzuki India 1.87 Cipla 1.95 Sun Pharmaceutical Industries 2.16 ONGC 1.95 Mahindra & Mahindra 2.04 Eicher Motors 1.94 Larsen & Toubro 2.14 Kotak Mahindra Bank 2.02 JIO Financial 1.95 Power Grid Corporation Of India 1.82 Bharti Airtel 2.08 State Bank of India 2.18 Ultratech Cement 1.83

Debt & Others (1.3%) Sector Allocation Repo 1.29 Net Current Assets 0.01 Debt Credit Ratings Debt Category Others 1.3

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -1.85% Ret 1Y -3.45% Ret 3Y 15.82% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -1.85% Ret 1Y -3.45% Ret 3Y 15.82% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.63%

Exit Load 0.5%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Vinit Sambre

Education Mr. Sambre is a B.Com and FCA.

Experience Prior to joining DSP he was associated with DSP Merrill Lynch Ltd.(Nov 2005 to Jun 2007), IL & FS Investsmart Ltd. (Dec 2002 to Oct 2005), Unit Trust of India Investment Advisory Services Ltd.(Jun 2000 to Dec 2002), Kisan Ratilal Choksey Shares and Securities Pvt. Ltd. (March 1999 to May 2000) and Credit Rating Information Service of India Ltd.(Apr 1998 to Feb 1999).

Charanjit Singh

Education Mr. Singh is a B. Tech - Electronics and Communication, MBA - Finance & Systems

Experience Prior to joining DSP Mutual Fund, he has worked with Capital Goods, Power & Infra at B&K Securities India, Capital Goods and Infra at Axis Capital Ltd., BNP Paribas India Securities, Thomas Weisel Partners, HSBC, IDC Corp. and Frost & Sullivan.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 6

Date of Incorporation 2024-12-17

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.