DSP Business Cycle Fund - Regular - Growth
Fund House: DSP Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 17-12-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.22% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 0.0 |
| Minimum Topup: 0.0 |
| Total Assets: - |
| Turn over: - |
9.381
0.06 (0.6289%)
-6.18%
Benchmark: 12.33%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| DSP Business Cycle Fund - Regular - Growth | 17-12-2024 | - | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 12.24 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 12.11 | 37.41 | 26.76 | 32.4 | 14.76 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 11.76 | 28.96 | 21.47 | 32.98 | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 11.74 | 22.11 | 14.8 | 27.6 | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 11.24 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 11.11 | 25.38 | 17.74 | 27.18 | 12.73 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 11.03 | 20.82 | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 10.8 | 26.57 | 19.34 | 28.32 | 12.05 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 10.19 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.77%
Others
15.51%
Large Cap
42.24%
Mid Cap
20.48%
