DSP Business Cycle Fund Direct Growth

DSP Business Cycle Fund Direct Growth

Equity

DSP Mutual Fund

Equity - Other

Get the latest NAV of DSP Business Cycle Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹9.91

▼-1.4%1D

NAV as on 28 Aug 2025

Absolute Gain%

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383 people have invested ₹ 10L in DSP Business Cycle Fund Direct Growth in the last three months

DSP Business Cycle Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (28-Aug-25)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-0.74%
1.56%
11.92%
--
--
--
Nifty 500
-1.34%
-1.04%
13.38%
-4.55%
14.17%
18.51%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
6.07%
13.24%
40.41%
9.42%
30.5%
31.6%
Worst in Equity - Other
-5.7%
-12.03%
-1.08%
-20.37%
7.8%
12.18%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
DSP Business Cycle Fund
-
1,134Cr
0.63%
-
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund Direct Growth
1/40
29,718Cr
0.63%
2.75%
24.07%
9.01
0.82
1.49
2.94
1.86
ICICI Prudential Business Cycle Fund Direct Growth
2/40
13,479Cr
0.72%
6.41%
23.3%
7.29
0.86
1.31
2.54
1.57
Nippon India Quant Fund Direct Growth
3/40
101Cr
0.47%
-1.1%
20.5%
6.44
0.99
1.08
1.91
2.20
See all

DSP Business Cycle Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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DSP Business Cycle Fund Asset Allocation

See fund asset allocation details as on (14-Aug-25)

Fund Distribution

as on (14-Aug-25)

Equity 92.6%

Debt & Cash 7.4%

Large cap
51%
Mid cap
21.6%
Small cap
20%
Small Cap allocation has gone down from 25.4% to 19.5%
Small Cap allocation has gone down from 25.4% to 19.5%
Mid Cap allocation has gone up from 21.4% to 22.4%
Mid Cap allocation has gone up from 21.4% to 22.4%
Large Cap allocation has gone up from 45.4% to 51.3%
Large Cap allocation has gone up from 45.4% to 51.3%
Cash allocation has gone up from 6.8% to 7.4%
Cash allocation has gone up from 6.8% to 7.4%

DSP Business Cycle Fund Sector Allocation

See fund sector allocation details as on (14-Aug-25)

Sector Allocation

Equity 92.6%

Debt & Cash 7.4%

Industrial
26.1%
Financial Services
19%
Consumer Cyclical
18.8%
Health
14.4%
Utilities
7.1%
Communication
5%
Consumer Defensive
3.9%
Basic Materials
3.2%
Real Estate
2.4%

Top 3 Sectors in July were Financial Services, Consumer Cyclical & Industrial

Jul'25

Financial Services

26%

Consumer Cyclical

16%

Industrial

15%

Jun'25

Financial Services

28%

Consumer Cyclical

15%

Industrial

14%

DSP Business Cycle Fund Holdings Details

as on (31-Jul-25)

Equity

Top Stocks bought last month
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 2.53% to 3.02%
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 2.53% to 3.02%
Laurus Labs Ltd's allocation increased from 0.97% to 1.19%
Laurus Labs Ltd's allocation increased from 0.97% to 1.19%
Sudarshan Chemical Industries Ltd's allocation increased from 1.08% to 1.28%
Sudarshan Chemical Industries Ltd's allocation increased from 1.08% to 1.28%
Top Stocks sold last month
Power Grid Corp Of India Ltd's allocation decreased from 5.98 % to 5.87 %
Power Grid Corp Of India Ltd's allocation decreased from 5.98 % to 5.87 %
State Bank of India's allocation decreased from 5.31 % to 5.22 %
State Bank of India's allocation decreased from 5.31 % to 5.22 %
Axis Bank Ltd's allocation decreased from 4.78 % to 4.31 %
Axis Bank Ltd's allocation decreased from 4.78 % to 4.31 %

DSP Business Cycle Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.63%
Benchmark
Nifty 500 TR INR
AUM₹1134 Cr
Inception Date17 December, 2024
Min Lumpsum/SIP₹100/₹100
Exit Load
0.5%
Lock InNo Lock-in
TurnOver
2.92%
Risk
Risk meter
pointer
Very High Risk

About DSP Business Cycle Fund

DSP Business Cycle Fund Direct Growth is an equity fund. This fund was started on 17 December, 2024. The fund is managed by Vinit Sambre. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. DSP Business Cycle Fund Direct Growth has ₹1134 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
  2. The fund has an expense ratio 0.6.

Returns

DSP Business Cycle Fund Direct Growth has given a CAGR return of 0.00% since inception.

Holdings

DSP Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Utilities, Health, Tech, Consumer Defensive, Basic Materials, Communication, Real Estate. Its top holdings are Power Grid Corp Of India Ltd, State Bank of India, NTPC Ltd, Axis Bank Ltd, Multi Commodity Exchange of India Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of DSP Business Cycle Fund Direct Growth

The investment objective of the scheme is to provide long-term capital appreciation by investing in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. DSP Business Cycle Fund Direct Growth has no lock in period.

Fund Manager

Vinit Sambre

Fund Manager of DSP Business Cycle Fund Direct Growth, since 1 August 2025

Learn more about DSP Mutual Fund
Parameters
Jul'25
Jun'25
May'25
AUM
₹ 1.1K Cr
₹ 1.1K Cr
₹ 1.1K Cr
  • AUM of the fund stands at 1.1K Cr as of Jul'25
  • AUM decreased by 13.5 Cr between Jul'25 and Jun'25

Frequently Asked Questions for DSP Business Cycle Fund Direct Growth

How do I invest in DSP Business Cycle Fund?

INDmoney makes it simple to invest in the DSP Business Cycle Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘DSP Business Cycle Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of DSP Business Cycle Fund?

The NAV of the fund today is ₹9.91. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

Who is the fund manager of DSP Business Cycle Fund?

The fund managers are Vinit Sambre.

What is the exit load of the fund?

The exit load is 0.5% if redeemed in 0-1 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.63%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1134 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of DSP Business Cycle Fund?

The top 3 holdings of the fund are Power Grid Corp Of India Ltd(5.87%), State Bank of India(5.22%), NTPC Ltd(5.2%)