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DSP Business Cycle Fund - Regular - IDCW

Category: Equity: Thematic-Business-Cycle Launch Date: 17-12-2024
AUM:

₹ 1,142.93 Cr

Expense Ratio

2.94%

Benchmark

NIFTY 500 TRI

ISIN

INF740KA1UT5

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

Vinit Sambre

Fund Performance 1Y (%) 3Y (%) 5Y (%)
DSP Business Cycle Fund - Regular - IDCW 1.46 - -
NIFTY 500 TRI -0.49 13.47 12.04
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
9.95
Last change
-0.01 (-0.0503%)
Fund Size (AUM)
₹ 1,142.93 Cr
Performance
-0.34% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

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. There is no assurance that the investment objective of the Scheme will be achieved.

Fund Manager
Vinit Sambre
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
TREPS / Reverse Repo Investments 8.57
HDFC BANK LIMITED EQ NEW FV RE. 1/- 7.87
AXIS BANK LIMITED EQ NE FV RS. 2/- 6.98
ICICI BANK LIMITED EQ NEW FV RS. 2/- 6.66
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 4.08
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 3.49
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.28
Multi Commodity Exchange of India Ltd 3.24
NTPC LIMITED EQ 3.11
MARUTI SUZUKI INDIA LIMITED EQ 3.04

Sector Allocation

Sector Holdings (%)
Financial Services 32.24
Automobile and Auto Components 14.59
Consumer Durables 8.36
Healthcare 6.16
Construction 5.25
Information Technology 3.9
Chemicals 3.65
Telecommunication 3.28
Capital Goods 3.28
Power 3.11

Peer Comparison

Scheme Name 5Y (%)
DSP Business Cycle Fund Reg IDCW 0.0