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DSP Business Cycle Fund

Growth
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 917 Cr
High RiskPrinciple investment will be at high risk
9.400.66% (-0.06)

Price Chart

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Returns
0.00%
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SIP
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1M
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EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 917 Cr
High RiskPrinciple investment will be at high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5653.11-4.19
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4149.200.03

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.50%
0.50% on or before 1M Nil after 1M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY 500 - TRI

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Peers & Comparison

Comparing 3 mutual funds from 
EquityThematic Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
DSP Business Cycle Fund
ICICI Pru India Opp Fund18.36%24.32%23.30%
HDFC Manufacturing Fund
SBI Innovative Opportunities Fund

Price Comparison

Compare DSP Business Cycle Fund with any MF, ETF, stock or index
Compare DSP Business Cycle Fund with any MF, ETF, stock or index
DSP Business Cycle Fund
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Asset Allocation

Actual

Target

Dec 2024

ACTUAL
Cash & EquivalentsEquity45.77%54.23%

Dec 2024

Tickertape Separator

Sector Distribution

+22 morePublic BanksHome Electronics & AppliancesPrivate BanksPharmaceuticalsMiscellaneous32.84 %2.88 %5.61 %6.04 %6.97 %45.66 %

Dec 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Dec 24N/AN/AN/AN/AN/A45.66%
Miscellaneous as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Kotak Mahindra Bank Ltd
    KOTAKBANK
    3M change : 3.08 %

    Holdings

    3.08 %

    3.08 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 2.96 %

    Holdings

    2.96 %

    2.96 %
  • State Bank of India
    SBIN
    3M change : 2.88 %

    Holdings

    2.88 %

    2.88 %

AMC Profile

DSP Investment Managers is an independent Indian AMC started in 1996. The DSP group (which owns the AMC) is a 150+ year old financial company which started stock broking as early as the 1860s. Since its inception, the fund house has grown to become one of India's premier AMCs with a track record of over 20 years.

  • No.of Schemes

    57

  • Total AUM

    ₹ 1,82,883.32 Cr.

Fund Manager Profile

Charanjit Singh

AUM:  ₹6,371.47 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 39yrs

Qualification

B.Tech (Electronics & Communication), MBA (Finance)

Past Experience

From Sep 2018 to present - Assistant Vice President, Equity investment team.From July 2015 - August 2018 - Director - Head of Capital Goods, Power & Infra at B&K Securities India.From Nov 2011 - July 2015 - Senior Vice President - Capital Goods and Infra at Axis Capital Ltd.From Dec 2007 - October 2011 - Assistant Vice President at BNP Paribas India Securities.From July 2007 - Nov 2007 - Analyst at Thomas Weisel Partners.From October 2005 - June 2007 - Analyst at HSBC.From October 2004 - October 2005 - Analyst at IDC Corp.From June 2004 - Sep 2004 - Analyst at Frost & Sullivan.

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.

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