DSP Business Cycle Fund - Regular - IDCW
Category: Equity: Thematic-Others
Launch Date: 17-12-2024
AUM:
₹ 0 Cr
Expense Ratio
2.22%
Benchmark
NIFTY 500 TRI
ISIN
INF740KA1UT5
Minimum Investment
0.0
Minimum Topup
0.0
Minimum SIP Amount
500
Fund Manager
Charanjit Singh
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| DSP Business Cycle Fund - Regular - IDCW | - | - | - |
| NIFTY 500 TRI | 5.95 | 15.33 | 23.64 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.517
Last change
-0.04 (-0.3783%)
Fund Size (AUM)
₹ 0 Cr
Performance
-4.82% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Charanjit Singh
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS / Reverse Repo Investments | 15.82 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.46 |
| POWER GRID CORPORATION OF INDIA LIMITED EQ | 5.25 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 5.16 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 4.14 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 4.11 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.84 |
| NTPC LIMITED EQ | 3.79 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 3.77 |
| AMBER ENTERPRISES INDIA LIMITED EQ | 3.17 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.78 |
| N/A | 15.51 |
| Healthcare | 11.43 |
| Power | 9.04 |
| Automobile and Auto Components | 8.41 |
| Capital Goods | 7.88 |
| Consumer Durables | 7.45 |
| Telecommunication | 5.46 |
| Fast Moving Consumer Goods | 2.94 |
| Construction | 2.67 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| DSP Business Cycle Fund Reg IDCW | 0.0 |
| Sundaram Services Reg Gr | 26.9 |
| ICICI Pru India Opportunities Cum | 32.91 |
| ICICI Pru Exports & Services Gr | 26.99 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 0.0 |
| HDFC Defence Fund Gr | 0.0 |
| Kotak Pioneer Fund Reg Gr | 26.61 |
| Franklin India Opportunities Gr | 31.33 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |