NAV · Direct-Growth
As of 18 Aug 2026 · AMFI
Returns
Lags category
0 of 1 periods ahead
Cost
Average
0.74% vs NaN% peers
Trails its Sectoral / Thematic category on 1Y.
1Y return
+6.0%
-3.5 vs cat
3Y CAGR
—
5Y CAGR
—
AUM
₹1.0K Cr
fund size
Expense
0.74%
direct plan
Volatility 3Y
—
3Y std dev
In plain English
DSP Business Cycle Fund is a Sectoral / Thematic scheme from DSP. The portfolio is ~95% in equities. Worst historical drawdown: -15% in Feb 2025, recovered in 4 months. Wrong fit if you need this money in less than 7 years.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
Showing Direct · Growth · INF740KA1UX7
NAV (Direct-Growth)
₹10.6870
Last 1Y
+6.00%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Feb 2025
-14.8%Peak ₹10.10 on 2 Jan 2025 → trough ₹8.61 on 28 Feb 2025 (2 months down).
Mar 2026
-11.9%Peak ₹10.72 on 11 Feb 2026 → trough ₹9.45 on 30 Mar 2026 (2 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Honesty score
A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.
Honesty score
5 / 5
Solid scheme on the dimensions we check. No red flags.
Expense ratio
0.74% — typical for category.
AUM size
₹1.0K Cr.
Sector concentration
Top 3 sectors = 58.5% — diversified across sectors.
Performance
Returns for various periods, with category average and peer rank.
Portfolio composition
Asset allocation
- Equity95.49%
- Cash4.48%
By market cap
- Large cap49.47%
- Mid cap23.35%
- Small cap19.14%
- Others8.04%
Concentration
Holdings
53
Avg market cap
₹1.04 L Cr
Top 10 stocks
41.43%
Top 5 stocks
24.90%
Top 3 sectors
58.49%
Top holdings
Top 15 positions by weight, latest disclosure.
Fundamentals (vs category)
Portfolio-weighted ratios, compared with the category average.
Risk metrics
Standard deviation, Sharpe, Sortino, Beta — all vs category average.
Peers in Sectoral / Thematic
Other schemes in the same SEBI category, ranked by AUM.
Available plans & options
Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.
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