DSP Business Cycle Fund

Benchmark: NIFTY 500 TRI

47.51K people have invested in this fund

team 47.51K people have invested in this fund as of

This is an Equity Thematic fund with NIFTY 500 TRI as its benchmark. The risk level for this fund is categorized as Very High Risk.

Age of Fund

Less than 1 month since Nov 27, 2024

Expense Ratio

2.22% as of Dec 24, 2024

Exit Load

0.5% If redeemed between 0 - 1 Months

Ideal holding period

10 Years+

Things to know before you invest

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What is in DSP Business Cycle Fund?

DSP Business Cycle Fund focuses on identifying strong industry cycles and dynamically positioning to benefit from them.
The investment decision is made using a combination of Excess Returns + Valuations + Profitability & Cashflow Drivers + Industry Ownership (wherever applicable).
Given its aggressive approach, the fund may have zero allocation to sectors/industries that are unattractive irrespective of their significance in the benchmark.

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Why should one invest in DSP Business Cycle Fund?

Framework-driven selection of industries & companies with high growth / turnaround potential.
Flexibility to aggressively allocate significant weights to industries in an upcycle.
Does not shy away from taking cash calls or using other risk management strategies.
Suitable for all market phases given its unconstrained nature.

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Who should invest in DSP Business Cycle Fund?

Consider this fund if you
- Have an investment horizon of 5+ years.
- Are an experienced investor & know what you're doing.
- Accept that equity investing means exposure to risk.
- Do not chase the highest possible returns at all times.
- Recognize market falls as good opportunities to invest more.

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Rethink before you invest

DSP Business Cycle Fund carries Very High Risk
Expect higher fluctuations in the short term
May underperform its benchmark in the short term (<3 yrs)

Fund managers:

Charanjit Singh

Total work experience of 20 years. Managing this fund since November 2024.

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Total work experience of 20 years. Managing this fund since November 2024.

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Charanjit has a total work experience of over 16 years. He joined DSP Mutual Fund in September 2018 as Assistant Vice President in Equity Team Charanjit has also worked with B&K Securities, Axis Capital, BNP Paribas Securities, Thomas Weisel Partners, HSBC, IDC Corp and Frost & Sullivan. He is a MBA in Finance and also holds a B.Tech in Electronics and Communication.

Sr. No.	Scheme Name	Managing since	Period
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement Different plans shall have a different expense structure. The performance details provided herein are of regular plan. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Sr. No.

Scheme Name

Managing since

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3 Years

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Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Compare Performance

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Invested as

Invested Amount

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Invested since

This fund

NIFTY 500 TRI

NIFTY 50 TRI

Gold

PPF

	Funds	Annual returns	Current Value	Absolute Growth	IDCW paid

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Invested Amount

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Invested period

Funds	Minimum	Median	Maximum	% times -ve returns	% times returns > 7%

Fund Details

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.