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DSP Business Cycle Fund - Direct - Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 50/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)—
- Expense ratio (20%)1.17%
- AUM (15%)₹1,469 Cr
Not investment advice — an analytical read of public fund data. Methodology →
DSP Mutual Fund · Equity · Thematic
₹10.35
AUM: ₹1,469 Cr
NAV updated 7 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
1.17%
Exit Load
0.5% for redemption within 1 Month
Fund Manager
Charanjit Singh
Inception
Dec 2024
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
-0.23
Std Dev (1Y)
13.71%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.2%
3m
-2.86%
6m
+3.84%
1y
-0.1%
3y
—
5y
—
10y
—
since inception
+1.96%
TopFund's Take on DSP Business Cycle Fund - Direct - Growth
DSP Business Cycle Fund - Direct - Growth sits in the middle of the pack for Thematic funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 50/100.
Cost: At 1.17%, the expense ratio runs 18% above the Thematic category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.23 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.71% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about DSP Business Cycle Fund - Direct - Growth
The current NAV (Net Asset Value) of DSP Business Cycle Fund - Direct - Growth is ₹10.35. NAV is updated every business day after market close by AMFI.
1Y: -0.1%
The expense ratio of DSP Business Cycle Fund - Direct - Growth is 1.17% per annum. This is the annual fee charged by the fund to manage your investment.
DSP Business Cycle Fund - Direct - Growth is managed by Charanjit Singh at DSP Mutual Fund.
DSP Business Cycle Fund - Direct - Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
DSP Business Cycle Fund - Direct - Growth is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in DSP Business Cycle Fund - Direct - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of DSP Business Cycle Fund - Direct - Growth is ₹1,469 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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