Pros | - | ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | - | 1/42 | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 0 Years | 4 Years | ||
Fund Size | 1138 Cr | 14148 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.64% | 0.74% | ||
Exit Load | 0.5% | 1% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 52 | 81 | ||
Top 5 Holdings | State Bank of India (5.7%) Power Grid Corp Of India Ltd (5.63%) NTPC Ltd (5.28%) Axis Bank Ltd (4.55%) Mahindra & Mahindra Ltd (4.54%) | HDFC Bank Ltd (9.77%) ICICI Bank Ltd (7.73%) Larsen & Toubro Ltd (6.87%) Reliance Industries Ltd (6.11%) Maruti Suzuki India Ltd (4.04%) | ||
No of Sectors | 11 | 12 | ||
Top 3 Sectors | Financial Services (26.74%) Consumer Cyclical (16.81%) Industrial (14.7%) | Financial Services (32.97%) Industrial (18.62%) Consumer Cyclical (13.69%) | ||
Equity % | 93.05% | 89.7% | ||
Debt % | - | - | ||
P/E | 25.77 | 23.27 | ||
P/B | 3.9 | 3.2 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 0.59% | 0.94% | ||
3-Month Return | 0.92% | 3.67% | ||
6-Month Return | 8.7% | 12.4% | ||
1-Year Return | - | 10.09% | ||
3-Year Return | - | 25.45% | ||
5-Year Return | - | - |
Sharpe | - | 1.38 | ||
Alpha | - | 8.23 | ||
Beta | - | 0.85 | ||
Standard Deviation | - | 11.91 | ||
Information Ratio | - | 1.82 |
Description | DSP Business Cycle Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential Business Cycle Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Vinit Sambre | Manan Tijoriwala,Manish Banthia,Anish Tawakley,Sharmila D’mello |