DSP Business Cycle Fund Direct - IDCW

DSP Business Cycle Fund Direct - IDCW: Mutual Fund Overview

DSP Business Cycle Fund Direct - IDCW is an Thematic-Business Cycle mutual fund with over 1.23 years of performance history. The scheme manages an AUM of ₹1155.14 Cr and has a NAV of ₹10.054. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 13.61%.

Equity, Thematic-Business Cycle, Principal at very high risk

1 Year Return 13.61% at 12 Mar 2026 06:28 PM

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Fund Details

NAV 10.054

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.23

Fund Size(in Crores) 1155.14

Fund Performance

1 Month -6.22%

3 Month -2.78%

6 Month -0.96%

1 Year 13.61%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 12 Mar 2026

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

Equity (14.47%) Market Cap Mid Cap 4.63 Large Cap 20.33 Small Cap -10.49 Top Sectors Energy 5.56 Consumer Staples 3.23 Materials 2.8 Construction 1.03 Financial 0.97 Capital Goods 0.92 Top Holding Coforge -0.83 Eternal 0 Bajaj Finance 0 Nirlon 0.1 Coal India 2.8 Ambuja Cements -0.05 Aditya Birla Capital 0 Hindalco Industries 0 Titan Company 0 Power Grid Corporation Of India 2.65 Kotak Mahindra Bank -0.01 SBI Life Insurance Company 0 ICICI Bank 0 Petronet LNG 2.93 Swaraj Engines 0.92 Bajaj Finserv 0 Samvardhana Motherson 0 Bharat Heavy Electricals 0 Bharti Airtel -0.32 Reliance Industries -0.02 Tata Steel 0 JIO Financial 0 Axis Bank 0 Bandhan Bank 0 GAIL (India) 0 Vodafone Idea 0 DLF 0 JSW Steel 0 REC 0.99 ITC 2.47 Zydus Lifesciences 0 VST Industries 0.76 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.24 Indus Towers 0.06 NMDC 0 Mahindra & Mahindra 0 Cigniti Technologies 0.82 HDFC Bank -0.01 Exide Industries 0 Sanghi Industries 0.05 Bank of Baroda 0 Ultratech Cement 0 Nesco 0.92 Tata Power Company 0 Hindustan Aero 0

Debt & Others (85.53%) Sector Allocation Bonds/Debentures 0.91 Real Estate Investment Trusts 9.34 Debenture 2.89 Debt Credit Ratings SOV 48.32 Cash 14.32 AAA 5.06 Cash & Call Money 4.76 A1+ 3.71 Debt Category Bajaj Finance 2.71 Brookfield India Real Estate Trust REIT 5.29 GOI 1.68 Rajasthan State 1.46

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M -4.46% Ret 1Y 9.53% Ret 3Y 12.19% Ret 5Y 9.84%

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M -4.46% Ret 1Y 9.53% Ret 3Y 12.19% Ret 5Y 9.84%

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M -4.46% Ret 1Y 9.53% Ret 3Y 12.19% Ret 5Y 9.84%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -3.51% Ret 1Y 12.9% Ret 3Y 15.77% Ret 5Y 12.43%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -3.51% Ret 1Y 12.9% Ret 3Y 15.77% Ret 5Y 12.43%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -3.51% Ret 1Y 12.9% Ret 3Y 15.77% Ret 5Y 12.43%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M -3.96% Ret 1Y 6.49% Ret 3Y 13.89% Ret 5Y 10.06%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M -3.96% Ret 1Y 6.49% Ret 3Y 13.89% Ret 5Y 10.06%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M -3.96% Ret 1Y 6.49% Ret 3Y 13.89% Ret 5Y 10.06%

Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -6.32% Ret 1Y 4.46% Ret 3Y 13.54% Ret 5Y 8.3%

Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -6.32% Ret 1Y 4.46% Ret 3Y 13.54% Ret 5Y 8.3%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.72%

Exit Load 0.5%

Stamp Duty 0.005%

Fund Management

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

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.

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).

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) 2

Date of Incorporation 2024-12-17

Total AUM 230321.87

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.

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