DSP Business Cycle Fund Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹977 Cr
Expense Ratio
2.25%
ISIN
INF740KA1US7
Minimum SIP
₹100
Exit Load
No Charges
Inception Date
17 Dec 2024
About this fund
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹9.50, Assets Under Management (AUM) of 976.66 Crores, and an expense ratio of 2.25%.
- DSP Business Cycle Fund Regular Growth has given a CAGR return of -5.02% since inception.
- The fund's asset allocation comprises around 84.49% in equities, 0.00% in debts, and 15.51% in cash & cash equivalents.
- You can start investing in DSP Business Cycle Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
-5.02%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹825.21 Cr | 84.49% |
| Others | ₹151.45 Cr | 15.51% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Treps / Reverse Repo Investments | Cash - Repurchase Agreement | ₹154.53 Cr | 15.82% |
| Bharti Airtel Ltd | Equity | ₹53.35 Cr | 5.46% |
| Power Grid Corp Of India Ltd | Equity | ₹51.23 Cr | 5.25% |
| Axis Bank Ltd | Equity | ₹50.44 Cr | 5.16% |
| Kotak Mahindra Bank Ltd | Equity | ₹40.45 Cr | 4.14% |
| Mahindra & Mahindra Ltd | Equity | ₹40.15 Cr | 4.11% |
| State Bank of India | Equity | ₹37.52 Cr | 3.84% |
| NTPC Ltd | Equity | ₹37.04 Cr | 3.79% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹36.79 Cr | 3.77% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹30.98 Cr | 3.17% |
| ICICI Bank Ltd | Equity | ₹30.05 Cr | 3.08% |
| TVS Motor Co Ltd | Equity | ₹28.46 Cr | 2.91% |
| Voltas Ltd | Equity | ₹23.31 Cr | 2.39% |
| Oberoi Realty Ltd | Equity | ₹19.24 Cr | 1.97% |
| Siemens Ltd | Equity | ₹18.7 Cr | 1.92% |
| United Breweries Ltd | Equity | ₹18.51 Cr | 1.90% |
| BSE Ltd | Equity | ₹17.77 Cr | 1.82% |
| Cipla Ltd | Equity | ₹17.27 Cr | 1.77% |
| KEI Industries Ltd | Equity | ₹16.71 Cr | 1.71% |
| Kalpataru Projects International Ltd | Equity | ₹14.39 Cr | 1.47% |
| Mankind Pharma Ltd | Equity | ₹14.37 Cr | 1.47% |
| Ipca Laboratories Ltd | Equity | ₹14.15 Cr | 1.45% |
| JSW Infrastructure Ltd | Equity | ₹13.76 Cr | 1.41% |
| Schaeffler India Ltd | Equity | ₹13.54 Cr | 1.39% |
| Navin Fluorine International Ltd | Equity | ₹13.47 Cr | 1.38% |
| Multi Commodity Exchange of India Ltd | Equity | ₹12.84 Cr | 1.31% |
| R R Kabel Ltd | Equity | ₹12.36 Cr | 1.27% |
| Angel One Ltd Ordinary Shares | Equity | ₹12.03 Cr | 1.23% |
| Crompton Greaves Consumer Electricals Ltd | Equity | ₹11.82 Cr | 1.21% |
| Gland Pharma Ltd | Equity | ₹11.79 Cr | 1.21% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Equity | ₹11.69 Cr | 1.20% |
| Carborundum Universal Ltd | Equity | ₹10.89 Cr | 1.11% |
| Laurus Labs Ltd | Equity | ₹10.24 Cr | 1.05% |
| Triveni Engineering & Industries Ltd | Equity | ₹10.12 Cr | 1.04% |
| Sudarshan Chemical Industries Ltd | Equity | ₹9.98 Cr | 1.02% |
| Cyient Ltd | Equity | ₹8.2 Cr | 0.84% |
| InterGlobe Aviation Ltd | Equity | ₹7.89 Cr | 0.81% |
| INOX India Ltd | Equity | ₹7.53 Cr | 0.77% |
| H.G. Infra Engineering Ltd Ordinary Shares | Equity | ₹7.07 Cr | 0.72% |
| Praj Industries Ltd | Equity | ₹7.06 Cr | 0.72% |
| Kovai Medical Center & Hospital Ltd | Equity | ₹6.96 Cr | 0.71% |
| Sheela Foam Ltd | Equity | ₹6.67 Cr | 0.68% |
| Ahluwalia Contracts (India) Ltd | Equity | ₹4.72 Cr | 0.48% |
| Shivalik Bimetal Controls Ltd | Equity | ₹3.7 Cr | 0.38% |
| Net Receivables/Payables | Cash | ₹-3.09 Cr | 0.32% |
Allocation By Market Cap (Equity)
Large Cap Stocks
42.24%
Mid Cap Stocks
20.46%
Small Cap Stocks
21.79%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹212.78 Cr | 21.79% |
| Consumer Cyclical | ₹154.94 Cr | 15.86% |
| Industrials | ₹132.97 Cr | 13.61% |
| Healthcare | ₹111.58 Cr | 11.42% |
| Utilities | ₹88.27 Cr | 9.04% |
| Communication Services | ₹53.35 Cr | 5.46% |
| Consumer Defensive | ₹28.63 Cr | 2.93% |
| Basic Materials | ₹23.45 Cr | 2.40% |
| Real Estate | ₹19.24 Cr | 1.97% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Charanjit Singh
Since December 2024
Additional Scheme Detailsas of 31st March 2025
ISIN INF740KA1US7 | Expense Ratio 2.25% | Exit Load No Charges | Fund Size ₹977 Cr | Age 4 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹5.38 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | - | - | ₹14.61 Cr | - |
| Motilal Oswal Active Momentum Fund Direct Growth Very High Risk | 2.6% | 1.0% | ₹46.20 Cr | - |
| Motilal Oswal Active Momentum Fund Regular Growth Very High Risk | 2.7% | 1.0% | ₹46.20 Cr | - |
| Nippon India Active Momentum Fund Regular Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Nippon India Active Momentum Fund Direct Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Groww Nifty 200 ETF Very High Risk | 0.3% | - | ₹13.49 Cr | - |
| Invesco India Business Cycle Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹267.72 Cr | - |
| Invesco India Business Cycle Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹267.72 Cr | - |
| Kotak MSCI India ETF Very High Risk | 0.4% | - | ₹1018.03 Cr | - |
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of DSP Business Cycle Fund Regular Growth?
What is the portfolio composition of DSP Business Cycle Fund Regular Growth?
Who manages the DSP Business Cycle Fund Regular Growth?
- Charanjit Singh
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Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
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DSP Business Cycle Fund Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹977 Cr
Expense Ratio
2.25%
ISIN
INF740KA1US7
Minimum SIP
₹100
Exit Load
No Charges
Inception Date
17 Dec 2024
Risk Level
Your principal amount will be at Very High Risk
About this fund
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹9.50, Assets Under Management (AUM) of 976.66 Crores, and an expense ratio of 2.25%.
- DSP Business Cycle Fund Regular Growth has given a CAGR return of -5.02% since inception.
- The fund's asset allocation comprises around 84.49% in equities, 0.00% in debts, and 15.51% in cash & cash equivalents.
- You can start investing in DSP Business Cycle Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
-5.02%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹825.21 Cr | 84.49% |
| Others | ₹151.45 Cr | 15.51% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Treps / Reverse Repo Investments | Cash - Repurchase Agreement | ₹154.53 Cr | 15.82% |
| Bharti Airtel Ltd | Equity | ₹53.35 Cr | 5.46% |
| Power Grid Corp Of India Ltd | Equity | ₹51.23 Cr | 5.25% |
| Axis Bank Ltd | Equity | ₹50.44 Cr | 5.16% |
| Kotak Mahindra Bank Ltd | Equity | ₹40.45 Cr | 4.14% |
| Mahindra & Mahindra Ltd | Equity | ₹40.15 Cr | 4.11% |
| State Bank of India | Equity | ₹37.52 Cr | 3.84% |
| NTPC Ltd | Equity | ₹37.04 Cr | 3.79% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹36.79 Cr | 3.77% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹30.98 Cr | 3.17% |
| ICICI Bank Ltd | Equity | ₹30.05 Cr | 3.08% |
| TVS Motor Co Ltd | Equity | ₹28.46 Cr | 2.91% |
| Voltas Ltd | Equity | ₹23.31 Cr | 2.39% |
| Oberoi Realty Ltd | Equity | ₹19.24 Cr | 1.97% |
| Siemens Ltd | Equity | ₹18.7 Cr | 1.92% |
| United Breweries Ltd | Equity | ₹18.51 Cr | 1.90% |
| BSE Ltd | Equity | ₹17.77 Cr | 1.82% |
| Cipla Ltd | Equity | ₹17.27 Cr | 1.77% |
| KEI Industries Ltd | Equity | ₹16.71 Cr | 1.71% |
| Kalpataru Projects International Ltd | Equity | ₹14.39 Cr | 1.47% |
| Mankind Pharma Ltd | Equity | ₹14.37 Cr | 1.47% |
| Ipca Laboratories Ltd | Equity | ₹14.15 Cr | 1.45% |
| JSW Infrastructure Ltd | Equity | ₹13.76 Cr | 1.41% |
| Schaeffler India Ltd | Equity | ₹13.54 Cr | 1.39% |
| Navin Fluorine International Ltd | Equity | ₹13.47 Cr | 1.38% |
| Multi Commodity Exchange of India Ltd | Equity | ₹12.84 Cr | 1.31% |
| R R Kabel Ltd | Equity | ₹12.36 Cr | 1.27% |
| Angel One Ltd Ordinary Shares | Equity | ₹12.03 Cr | 1.23% |
| Crompton Greaves Consumer Electricals Ltd | Equity | ₹11.82 Cr | 1.21% |
| Gland Pharma Ltd | Equity | ₹11.79 Cr | 1.21% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Equity | ₹11.69 Cr | 1.20% |
| Carborundum Universal Ltd | Equity | ₹10.89 Cr | 1.11% |
| Laurus Labs Ltd | Equity | ₹10.24 Cr | 1.05% |
| Triveni Engineering & Industries Ltd | Equity | ₹10.12 Cr | 1.04% |
| Sudarshan Chemical Industries Ltd | Equity | ₹9.98 Cr | 1.02% |
| Cyient Ltd | Equity | ₹8.2 Cr | 0.84% |
| InterGlobe Aviation Ltd | Equity | ₹7.89 Cr | 0.81% |
| INOX India Ltd | Equity | ₹7.53 Cr | 0.77% |
| H.G. Infra Engineering Ltd Ordinary Shares | Equity | ₹7.07 Cr | 0.72% |
| Praj Industries Ltd | Equity | ₹7.06 Cr | 0.72% |
| Kovai Medical Center & Hospital Ltd | Equity | ₹6.96 Cr | 0.71% |
| Sheela Foam Ltd | Equity | ₹6.67 Cr | 0.68% |
| Ahluwalia Contracts (India) Ltd | Equity | ₹4.72 Cr | 0.48% |
| Shivalik Bimetal Controls Ltd | Equity | ₹3.7 Cr | 0.38% |
| Net Receivables/Payables | Cash | ₹-3.09 Cr | 0.32% |
Allocation By Market Cap (Equity)
Large Cap Stocks
42.24%
Mid Cap Stocks
20.46%
Small Cap Stocks
21.79%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹212.78 Cr | 21.79% |
| Consumer Cyclical | ₹154.94 Cr | 15.86% |
| Industrials | ₹132.97 Cr | 13.61% |
| Healthcare | ₹111.58 Cr | 11.42% |
| Utilities | ₹88.27 Cr | 9.04% |
| Communication Services | ₹53.35 Cr | 5.46% |
| Consumer Defensive | ₹28.63 Cr | 2.93% |
| Basic Materials | ₹23.45 Cr | 2.40% |
| Real Estate | ₹19.24 Cr | 1.97% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Charanjit Singh
Since December 2024
Additional Scheme Detailsas of 31st March 2025
ISIN INF740KA1US7 | Expense Ratio 2.25% | Exit Load No Charges | Fund Size ₹977 Cr | Age 4 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹5.38 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | - | - | ₹14.61 Cr | - |
| Motilal Oswal Active Momentum Fund Direct Growth Very High Risk | 2.6% | 1.0% | ₹46.20 Cr | - |
| Motilal Oswal Active Momentum Fund Regular Growth Very High Risk | 2.7% | 1.0% | ₹46.20 Cr | - |
| Nippon India Active Momentum Fund Regular Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Nippon India Active Momentum Fund Direct Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Groww Nifty 200 ETF Very High Risk | 0.3% | - | ₹13.49 Cr | - |
| Invesco India Business Cycle Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹267.72 Cr | - |
| Invesco India Business Cycle Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹267.72 Cr | - |
| Kotak MSCI India ETF Very High Risk | 0.4% | - | ₹1018.03 Cr | - |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of DSP Business Cycle Fund Regular Growth?
What is the portfolio composition of DSP Business Cycle Fund Regular Growth?
Who manages the DSP Business Cycle Fund Regular Growth?
- Charanjit Singh
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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