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DSP Business Cycle Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 2.21 | 53.11 | -4.30 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.41 | 49.20 | 0.03 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.50% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 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.
Asset Allocation
Actual
Target
Dec 2024
ACTUAL
Dec 2024
Sector Distribution
Dec 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Kotak Mahindra Bank Ltd3M change : 3.08 %
Holdings
3.08 %
3.08 % - ICICI Bank Ltd3M change : 2.96 %
Holdings
2.96 %
2.96 % - State Bank of India3M 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.
|
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)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%