DSP Business Cycle Fund Direct Growth

DSP Business Cycle Fund Direct Growth

Equity

Direct

Equity - Other

NAV as on 20-12-2024

₹ 9.97

-0.5%

1D

Inception Returns

-0.5%

/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

  1. DSP Business Cycle Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.

Returns

DSP Business Cycle Fund Direct Growth has given a CAGR return of -0.53% since inception.

Holdings

DSP Business Cycle Fund Direct Growth has allocated its funds majorly in . Its top holdings are

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 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Dividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.

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

Annualised

zero opening, trading, fund transfer fee
163 people have invested ₹ 23.5L in DSP Business Cycle Fund Direct Growth in the last three months

DSP Business Cycle Fund Direct Growth Overview

Expense ratio--
Benchmark
IISL Nifty 500 TR INR
AUM₹0 Cr
Inception Date17 December, 2024
Min Lumpsum/SIP₹100/₹100
Exit Load
0.5%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk
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Charanjit Singh
Charanjit Singh
Fund Manager of DSP Business Cycle Fund Direct Growth, since 17 December 2024
Top funds managed
Scheme
Annualised Returns(3Y)
Category Returns(3Y)
DSP Business Cycle Fund Direct Growth
0%
--
Fund House
DSP Asset Managers Private Limited
Total Schemes
Total AUM
₹1.87L Cr
as on 29-Nov-2024
Address
India
Phone
91-22-66578000
Website
service@dspblackrock.com

Frequently Asked Questions for DSP Business Cycle Fund Direct Growth

The current NAV of DSP Business Cycle Fund Direct Growth is ₹9.97 as on 20-Dec-2024.
Existing (Absolute + CAGR) as on 20-Dec-2024.
DSP Business Cycle Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%
5 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
  • 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.
The alpha ratio for the DSP Business Cycle Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
DSP Business Cycle Fund Direct Growth
-
-
-
As on November 2024
The alpha for DSP Business Cycle Fund Direct Growth is calculated against IISL Nifty 500 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the DSP Business Cycle Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
DSP Business Cycle Fund Direct Growth
-
-
-
As on November 2024
The Beta for DSP Business Cycle Fund Direct Growth is calculated with IISL Nifty 500 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the DSP Business Cycle Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
DSP Business Cycle Fund Direct Growth
-
-
-
As on November 2024
The sharpe ratio for DSP Business Cycle Fund Direct Growth is calculated with IISL Nifty 500 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the DSP Business Cycle Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
DSP Business Cycle Fund Direct Growth
-
-
-
As on November 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Charanjit Singh is the fund manager of DSP Business Cycle Fund Direct Growth
The Exit load of DSP Business Cycle Fund Direct Growth is 0.5%