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Mutual Funds

DSP Business Cycle Fund

DS

DSP Business Cycle Fund

Thematic-Business CycleRank #11
Not Rated

NAV (2026-07-14)

10.41

AUM

₹1,268.29 Cr

Exp. Ratio: 2.9%

RISK LEVEL

Very High

Returns & Performance

1 Year2.96%0.77% vs cat avgRank #6
3 Year----
5 Year----
Since Launch2.59%--

Fund vs Category Average

1Y
2.96%+0.77%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period
Decent 1Y category rank (#6)

Cons

3Y returns below category average
Higher expense ratio (2.9%)
Overall rank #11 in category
ISININF740KA1US7
NAV₹10.41
NAV Date2026-07-14
AUM₹1,268.29 Cr
Expense Ratio2.9%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-12-16

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.

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Sandeep Yadav

Mr. Yadav is a Computer Engineer (Pune University), PGDBM (IIM Bangalore) and a CFA chartered holder.

Prior to joining DSP, he has worked with Cognizant Technologies, Hughes Services and Mahindra British Telecom.

Top Holdings

Holdings data not available for this scheme