DSP Business Cycle Fund Direct Growth
Equity
Direct
Equity - Other
NAV as on 21-02-2025
₹ 8.99
1D
Inception Returns
/yr
About DSP Business Cycle Fund Direct Growth
DSP Business Cycle Fund Direct Growth is an equity fund. This fund was started on 17 December, 2024. The fund is managed by Charanjit Singh. The fund could potentially beat inflation in the long-run.
Key Parameters
- DSP Business Cycle Fund Direct Growth has ₹918 Cr worth of assets under management (AUM) as on Jan 2025 and is less than category average.
- The fund has an expense ratio 0.7.
Returns
DSP Business Cycle Fund Direct Growth has given a CAGR return of -10.07% since inception.
Holdings
DSP Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Consumer Cyclical, Health, Utilities, Communication, Consumer Defensive, Basic Materials, Real Estate. Its top holdings are Mahindra & Mahindra Ltd, Bharti Airtel Ltd, Power Grid Corp Of India Ltd, Kotak Mahindra Bank Ltd, TVS Motor Co 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 benefitDividends 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.
Historical NAV & Returns
DSP Business Cycle Fund Direct Growth Overview
| Expense ratio | 0.65% |
Benchmark | IISL Nifty 500 TR INR |
| AUM | ₹918 Cr |
| Inception Date | 17 December, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (21-Feb-25)
Fund Distribution
as on (31-Jan-25)
Top Growth Drivers | 1M Return |
|---|---|
 Navin Fluorine International Ltd | 6.6% |
 Kotak Mahindra Bank Ltd | 4.1% |
 Bharti Airtel Ltd | 1.1% |
DSP Business Cycle Fund Direct Growth Highlights
Very High Risk
Fund Allocations
AUM size ₹918 Cr
Expense Ratio 0.65%
Frequently Asked Questions for DSP Business Cycle Fund Direct Growth
DSP Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -4.92% | -4.92% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
DSP Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
DSP Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
DSP Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
DSP Business Cycle Fund Direct Growth | - | - | - |