Sharpe ratio
-0.03Return earned for the risk taken.
Negative
Negative means the fund has not rewarded investors well for the risk taken recently.
+5.40%1Y Absolute Return
-0.58%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| DSP Business Cycle Fund - Direct - GrowthFund 1Y annualised return · 5Y history unavailable | ₹8,34,079 | ₹7,32,612 | ₹1,01,467 | +5.40% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.05
₹1 Lakh since launch₹1.05 Lakh
Fund age1.9 yrs
Fund information
Scheme code153121
ISININF740KA1UX7
BenchmarkNIFTY 500 TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio1.41%
Exit load0.5% for redemption within 1 Month
Minimum SIP₹100 SIP
Return comparison
346th / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +220.36% | — | — |
| 3M | +10.20% | — | — |
| 6M | +15.12% | — | — |
| 1Y | +5.40% | — | +4.16% |
| Since Launch | +5.13% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
-0.04Return earned while limiting downside risk.
Negative
Negative means downside losses have outweighed the returns.
Standard deviation
14.55%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.35How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity94.29%
Cash5.71%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 48 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Reverse Repo | Unspecified | Reverse Repo | 17.02% |
| National Stock Exchange Of India Ltd Index ID | Financial | Index Derivatives | 13.1% |
| ICICI Bank Ltd | Financial | Equity | 9.24% |
| HDFC Bank Ltd | Financial | Equity | 9.15% |
| Axis Bank Ltd | Financial | Equity | 6.91% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.96% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 3.64% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.18% |
| Ultratech Cement Ltd | Materials | Equity | 2.93% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.91% |
Fund management
SA
Sandeep Yadav
Since 2026 · Prior to joining DSP, he has worked with Cognizant Technologies, Hughes Services and Mahindra British Telecom.
Mr. Yadav is a Computer Engineer (Pune University), PGDBM (IIM Bangalore) and a CFA chartered holder.
AN
Anish Tawakley
Since 2026 · Prior joining to DSP MF, he has worked with ICICI AMC, Barclays India - Equity Research, Credit Suisse India - Equity research - Indian financial services sector,
Mr. Tawakley has done PGDM (MBA) from IIM Bangalore and B. Tech (Mechanical Engineering) from IIT Delhi
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Losses and swings stayed contained — worst fall -14.8%, volatility 14.6%. Ranks 346 of 932 in its category over 1 year.
Strengths
- Losses and swings stayed contained — worst fall -14.8%, volatility 14.6%.
- Recovered from its worst fall in 4 months.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 14.6% volatility.
Risk drivers
- None