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DSP Business Cycle Fund(G)-Direct Plan

DSP Business Cycle Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+1.88%

1Y annualised

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NAV : 15 Sep 2026

₹10.19

Min. SIP amount

₹100

Fund size (AUM)

1469 Cr

Expense ratio

0.62%

Launched on

17 Dec 2024

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
2,96,508

Stock Allocation

Stock nameSectorAllocation
Treps / Reverse Repo InvestmentsCash & Cash Equivalents And Net Assets15.24%
Nifty Sep26Derivatives-Futures9.92%
Icici Bank LimitedBank9.44%

Fund Composition

1469 Cr

Large Cap

67.46%

Mid Cap

11.26%

Small Cap

4.57%

Others

16.71%

Sector Allocation

1469 Cr

Bank

25.08%

Automobile & Ancillaries

12.55%

Derivatives-Futures

9.92%

Cash & Cash Equivalents And Net Assets

6.77%

Crude Oil

5.81%

Telecom

5.05%

Infrastructure

4.20%

Construction Materials

4.10%

Others

25.90%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

0.50% on or before 1M, Nil after 1M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AT

Anish Tawakley

Present

SY

Sandeep Yadav

Present

AK

Aparna Karnik

Present

Similar/Peer Fund Comparison

Fund name
I

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+37.12%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
Q

Quant ESG Integration Strategy Fund(G)-Direct Plan

+16.71%
E

Edelweiss Recently Listed IPO Fund(G)-Direct Plan

+17.45%

FAQs

DSP Business Cycle Fund(G)-Direct Plan is a part of DSP Investment Managers Private Limited, it was incepted on 17 Dec 2024. This fund is managed by Anish Tawakley, Sandeep Yadav and Aparna Karnik. It is a Equity type of fund.

The current NAV of DSP Business Cycle Fund(G)-Direct Plan is ₹10.19 (as of 15 Sep 2026).

DSP Business Cycle Fund(G)-Direct Plan has delivered 1.88% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for DSP Business Cycle Fund(G)-Direct Plan is ₹100.

The expense ratio of DSP Business Cycle Fund(G)-Direct Plan is 0.62%.

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