DSP Business Cycle Fund Regular-IDCW

Fund Details

NAV 9.909

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.84

Fund Size(in Crores) 1473.57

Fund Performance

1 Month -0.54%

3 Month -5.01%

6 Month -3.05%

1 Year -3.22%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 19 Oct 2026

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

Equity (93.48%) Market Cap Large Cap 64.14 Mid Cap 11.39 Small Cap 17.95 Top Sectors Financial 31.9 Automobile 11.03 Energy 10.74 Materials 7.51 Construction 7.1 Communication 5.42 Insurance 4.75 Services 4.55 Capital Goods 2.88 Consumer Discretionary 1.38 Consumer Staples 1.36 Chemicals 1.34 Textiles 1.19 Metals & Mining 1.02 Technology 0.81 Healthcare 0.51 Top Holding Shree Cement 1.06 United Breweries 0.77 Canara HSBC Life Insurance Company 0.41 Carborundum Universal 0.6 Mahindra & Mahindra 3.11 Page Industries 1.19 Info Edge (India) 0.83 Bharti Airtel 4.44 Reliance Industries 3.12 Voltas 1.18 Maruti Suzuki India 2.3 Asian Paints 2.63 HDFC AMC 0.52 Chalet Hotels 0.21 HDFC Bank 9.55 Nifty 50 10.77 Larsen & Toubro 3.98 ICICI Bank 9.85 MCX 0.95 Indus Towers 0.43 ICICI Prudential 0.86 Hindustan Aero 0.45 Apollo Tyres 0.78 SBI Life Insurance Company 0.77 Life Insurance 0.96 HDFC Life Insurance 1.61 Interglobe Aviation 1.13 Trent 0.37 Max Financial Services 0.68 Axis Bank 5.42 Hero Motocorp 2.28 Birla Corporation 0.16 Siemens 0.39 GSPL Transmission 0.05 DLF 2.67 Atul 0.22 Hyundai Motor 1.45 State Bank of India 0.85 TVS Motor Company 0.39 Bayer CropScience 0.66 ONGC 0.93 CAMS 0.24 Power Grid Corporation Of India 1.04 Bank of Baroda 0.53 Schaeffler India 1.24 La Opala RG 0.23 Aditya Birla AMC 0.27 Siemens Energy India 0.21 Bharat Petroleum Corporation 0.81 Ultratech Cement 2.68 Hindustan Petroleum Corporation 0.68 Nippon Life India Asset Management 0.46 Nuvoco Vistas Corporation 0.28 NTPC 2.71 Timken India 0.66 Sudarshan Chemical Industries 0.46

Debt & Others (6.52%) Sector Allocation Net Payables -9.74 Reverse Repo 16.26 Debt Credit Ratings Debt Category Others 6.52

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -1.64% Ret 1Y 0.64% Ret 3Y 10.53% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -1.64% Ret 1Y 0.64% Ret 3Y 10.53% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.84% Ret 1Y -1.07% Ret 3Y 10.98% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.84% Ret 1Y -1.07% Ret 3Y 10.98% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.84% Ret 1Y -1.07% Ret 3Y 10.98% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -0.55% Ret 1Y -6.43% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -0.55% Ret 1Y -6.43% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -0.55% Ret 1Y -6.43% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -0.52% Ret 1Y 1.17% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -0.52% Ret 1Y 1.17% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -0.52% Ret 1Y 1.17% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.58%

Exit Load 0.5%

Stamp Duty 0.005%

Fund Management

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

Aparna Karnik

Education Ms. Karnik is a Masters in Management Studies.

Experience Prior to joining DSP Mutual Fund, she has worked with CRISIL Ratings.

Sandeep Yadav

Education Mr. Yadav is a Computer Engineer (Pune University), PGDBM (IIM Bangalore) and a CFA chartered holder.

Experience Prior to joining DSP, he has worked with Cognizant Technologies, Hughes Services and Mahindra British Telecom.

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.

Anish Tawakley

Education Mr. Tawakley has done PGDM (MBA) from IIM Bangalore and B. Tech (Mechanical Engineering) from IIT Delhi

Experience Prior joining to DSP MF, he has worked with ICICI AMC, Barclays India - Equity Research, Credit Suisse India - Equity research - Indian financial services sector,

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) 14

Date of Incorporation 2024-12-17

Total AUM 237066.29

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.