DSP Business Cycle IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

DSP Business Cycle IDCW Reinvest Direct Plan

NAV
₹10.1730
+0.61%
(20 Aug)
AUM
1,134 Cr
TER
0.63%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
-6.5%
-6.5%
-6.5%
-7.0%
NA
3Y
+33.2%
+33.2%
+33.2%
+32.4%
NA
5Y
+30.9%
+30.9%
+30.9%
+29.2%
NA
ALL
+11.9%
+11.9%
+11.9%
+16.5%
+1.7%
VOL
20.2%
20.2%
20.2%
20.3%
14.4%
TER
0.8%
0.8%
0.8%
0.9%
0.6%
AUM
₹5,278 Cr
₹5,278 Cr
₹5,278 Cr
₹1,391 Cr
₹1,134 Cr
INFO
0.59
0.59
0.59
0.82
0.12
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
DSP Business Cycle IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
Treps / Reverse Repo Investments
7.3%
Power Grid Corp Of India Ltd
5.9%
State Bank of India
5.2%
NTPC Ltd
5.2%
Axis Bank Ltd
4.3%
Multi Commodity Exchange of India Ltd
4.3%
Mahindra & Mahindra Ltd
4.3%
Apollo Hospitals Enterprise Ltd
3.9%
Infosys Ltd
3.8%
Kotak Mahindra Bank Ltd
3.3%
Top industry exposure
Financial Services
24.4%
Consumer Cyclical
14.9%
Industrials
13.9%
Utilities
12.1%
Healthcare
10.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
10%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 days
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 manager(s)
Vinit Sambre

FAQs