DSP Business Cycle Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹10.28
Expense Ratio
2.2%
Min SIP
₹100
Fund Size
₹1028Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: 0.50% on or before 1M, Nil after 1M
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.03%
Beta
0.96
Sharpe Ratio
-0.042168
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(8.67)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Kotak Rural Opportunities Fund
- Union Innovation & Opportunities Fund
- DSP Business Cycle Fund
- LIC MF Manufacturing Fund
- Franklin India Opportunities Fund
- Tata Ethical Fund
- Kotak Special Opportunities Fund
- HDFC Consumption Fund
- Quantum ESG Best In Class Strategy Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- SBI Quality Fund
- Aditya Birla Sun Life Business Cycle Fund
- Quant Quantamental Fund
- Quant Business Cycle Fund
- Invesco India Business Cycle Fund
- Tata Business Cycle Fund
- ICICI Prudential Manufacturing Fund
- ICICI Prudential Business Cycle Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Quant Fund
- Baroda BNP Paribas Manufacturing Fund
- HSBC India Export Opportunities Fund
- UTI-Transportation and Logistics Fund
- Kotak Pioneer Fund
- Kotak ESG Exclusionary Strategy Fund
- Motilal Oswal Special Opportunities Fund
- Nippon India Innovation Fund
- Axis Innovation Fund
- Invesco India PSU Equity Fund
- Invesco India ESG Integration Strategy Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- UTI Innovation Fund
- Sundaram Multi-Factor Fund
- Quant Commodities Fund
- ICICI Prudential Transportation and Logistics Fund
- HDFC Manufacturing Fund
- Bandhan Innovation Fund
- SBI Quant Fund
- Nippon India Active Momentum Fund
- SBI PSU Fund
- Tata India Innovation Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Active Momentum Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Business Cycle Fund
- Edelweiss Business Cycle Fund
- Canara Robeco Manufacturing Fund
- Quant Manufacturing Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Nippon India Quant Fund
- Shriram Multi Sector Rotation Fund
- Bank of India Business Cycle Fund
- HSBC Business Cycles Fund
- Union Business Cycle Fund
- ICICI Prudential Commodities Fund
- Invesco India Manufacturing Fund
- ICICI Prudential Active Momentum Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- ICICI Prudential Quant Fund
- ICICI Prudential Housing Opportunities Fund
- HDFC Housing Opportunities Fund
- Kotak Manufacture in India Fund
- SBI Equity Minimum Variance Fund
- SBI Innovative Opportunities Fund
- HDFC Defence Fund
- Bandhan Transportation and Logistics Fund
- WhiteOak Capital Special Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Axis Business Cycles Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Bandhan Business Cycle Fund
- ICICI Prudential Conglomerate Fund
- Sundaram Business Cycle Fund
- ICICI Prudential PSU Equity Fund
- Mahindra Manulife Innovation Opportunities Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Motilal Oswal Manufacturing Fund
- Union Active Momentum Fund
- HDFC Transportation and Logistics Fund
- Mahindra Manulife Manufacturing Fund
- Kotak Active Momentum Fund
- The Wealth Company Ethical Fund
- ITI Business Cycle Fund
- HDFC Business Cycle Fund
- WhiteOak Capital Quality Equity Fund
- 360 ONE Quant Fund
- HDFC Innovation Fund
- SBI ESG Exclusionary Strategy Fund
- Axis Quant Fund
- Quantum Ethical Fund
- Aditya Birla Sun Life Quant Fund
- Taurus Ethical Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
Anish Tawakley
DSP Mutual FundTotal assets under management
₹192.79L Crores
Date of incorporation
13 May 1996
DSP Business Cycle Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the DSP Business Cycle Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The DSP Business Cycle Fund has an AUM of ₹1027.84 Cr as on 5/7/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 18.33%. The risk is Very High against the category average of 65.69.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on DSP Business Cycle Fund.
Ans. The expense ratio of DSP Business Cycle Fund is 2.2%.