DSP Business Cycle Fund - IDCW - Regular Plan

Other Plans and Options
  • 0.67 %Nav, as on 12-12-2025

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  • Net Change on 12-12-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - IDCW Option Jan 15, 2019 8.83 22.50 25.75 1.57 33,946.37
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 0.44 27.63 23.62 1.75 8,303.72
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 2.42 23.53 24.99 1.82 6,646.79
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 Unrated 2.56 13.60 14.78 1.94 5,769.40
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 07, 2010 1.51 26.22 28.49 1.85 5,762.54

Fund Holdings as on 30-November-2025

  • TREPS / Reverse Repo Investments

  • State Bank of India

  • Multi Commodity Exchange of India Limited

  • Axis Bank Limited

  • Mahindra & Mahindra Limited

  • Infosys Limited

  • Apollo Hospitals Enterprise Limited

  • Bharti Airtel Limited

  • Kotak Mahindra Bank Limited

  • Tata Consultancy Services Limited

  • ICICI Bank Limited

  • Amber Enterprises India Limited

  • Coforge Limited

  • NTPC Limited

  • TVS Motor Company Limited

  • KEI Industries Limited

  • Max Financial Services Limited

  • Voltas Limited

  • Oberoi Realty Limited

  • R R Kabel Limited

  • Syngene International Limited

  • Gland Pharma Limited

  • Kalpataru Projects International Limited

  • Nippon Life India Asset Management Limited

  • United Breweries Limited

  • Cyient Limited

  • Laurus Labs Limited

  • Schaeffler India Limited

  • Angel One Limited

  • IPCA Laboratories Limited

  • Tata Capital Limited

  • MphasiS Limited

  • Siemens Limited

  • JSW Infrastructure Limited

  • Siemens Energy India Limited

  • Cipla Limited

  • Apollo Tyres Limited

  • Dhanuka Agritech Limited

  • Sudarshan Chemical Industries Limited

  • Navin Fluorine International Limited

  • Triveni Engineering & Industries Limited

  • Carborundum Universal Limited

  • Interglobe Aviation Limited

  • Crompton Greaves Consumer Electricals Limited

  • INOX India Limited

  • Kovai Medical Center and Hospital Limited

  • CG Power and Industrial Solutions Limited

  • H.G. Infra Engineering Limited

  • Ahluwalia Contracts (India) Limited

  • Sona BLW Precision Forgings Limited

  • Sheela Foam Limited

  • Shivalik Bimetal Controls Limited

  • TVS Motor Company Limited^

  • Net Receivables/Payables

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  • IT - Software

  • Bank - Private

  • Miscellaneous

  • Finance - Stock Broking

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Air Conditioners

  • Hospital & Healthcare Services

  • Cable

  • Telecommunication - Service Provider

  • Electric Equipment

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Engineering - Construction

  • Construction - Real Estate

  • Finance - Others

  • Business Support

  • Finance - Asset Management

  • Breweries & Distilleries

  • Bearings

  • Finance - NBFC

  • Port

  • Tyres & Allied

  • Pesticides & Agrochemicals

  • Dyes & Pigments

  • Chemicals

  • Sugar

  • Abrasives

  • Airlines

  • Consumer Durables - Domestic Appliances

  • Engineering - Industrial Equipments

  • Auto Ancillary

  • Household & Personal Products

  • Metal - Non Ferrous

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Fund Manager

  • Education:B.Com, FCA
  • Experience:14 years
  • Basic Details:Mr.Vinit Sambre has 14 Years of Experience in Mutual Fund Industry. He joined DSPBRIM in July 2007, as Portfolio Analyst for the firm's PMS division. Previously, he was with DSP Merrill Lynch as a part of its Global Private Client business. He spent 20 months at DSP Merrill Lynch as Equity Strategist. Prior to DSP Merrill Lynch, he was employed with IL&FS Investsmart Limited as an Equity Analyst in their PMS division. Prior to that, he has worked with UTI Investment Advisory Services as Equity Analyst for the offshore fund - India Growth Fund. Vinit is a Chartered Accountant from Institute of Chartered Accountant of India (Nov'1997).
  • Funds Managed:
  • DSP Business Cycle Fund
  • DSP Midcap Fund
  • DSP Small Cap Fund
  • DSP Business Cycle Fund
  • DSP Midcap Fund
  • DSP Small Cap Fund

  • Cash

  • Equity

  • Preference Shares

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About DSP Business Cycle Fund

Scheme Analysis

DSP Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to DSP Mutual Fund. It was launched on 17-Dec-2024 and currently has an AUM of ₹1,191.14 crore. DSP Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of DSP Business Cycle Fund ended up ₹0.07(0.67%)yesterday to ₹10.255.

Among its top 3 holdings the fund has exposure to TREPS / Reverse Repo Investments, and

The DSP Business Cycle Fund is managed by Vinit Sambre .

Fund House Contact

The Ruby, 25th Floor, 29, Senapati Bapat Marg, Dadar (West) Mumbai - 400 028

+91 (22) 66578000
service@dspim.com
+91 (22) 66578181