DSP Business Cycle Fund Direct-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 5.13%
Fund NAV

Fund Overview of DSP Business Cycle Fund Direct-IDCW

  • ₹1,268.3 Cr
    AUM
  • ₹10.87
    NAV
  • 1.41%
    Expense Ratio
As on Mon Aug 03, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
1,39,328.64
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DSP Business Cycle Fund Direct-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 5.13% NA NA
6 Months 3.20% NA NA
1 Year 9.50% 9.50% NA
As on Mon Aug 03, 2026

Asset Allocation of DSP Business Cycle Fund Direct-IDCW

equities

94.29%

other assets or cash equivalents

5.71%
Large Cap: 76.66%
Mid Cap: 18.52%
Small Cap: 4.82%
Other: 0.00%
Top Holdings
Reverse Repo
17.02%
Reverse Repo
17.02%
Reverse Repo
17.02%
Reverse Repo
15.34%
National Stock Exchange Of India Ltd Index Id
13.10%
 
Top Sectors
Financial
121.10%
Unspecified
104.96%
Detailed Portfolio Analysis
As on Mon Aug 03, 2026
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About Fund

About DSP Business Cycle Fund Direct-IDCW

Launched on 17 Dec 2024, the fund aims Long term capital growth. Investment in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle. It manages assets worth ₹1,268.3 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.41%.
The portfolio allocation consists of 94.29% in equities, 5.71% in other assets or cash equivalents.Managed by Vinit Sambre, it has delivered a return of 9.50% in the last year, a total return since inception of 5.25%.
Depending on individual goals investors may evaluate best sip to invest during their long-term financial strategy.

Read more
  • Vinit Sambre

    Fund Manager

  • Mr. Sambre is a B.Com and FCA.

    Manager Education

DSP Business Cycle Fund Direct-IDCW Fund Details

Fund Names DSP Business Cycle Fund Direct-IDCW
Inception Date 17 Dec 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹100
STP Minimum Investment amount ₹100
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
DSP Business Cycle Fund Direct-IDCW Fund Returns Comparison

Compare DSP Business Cycle Fund Direct-IDCW with other mutual funds in the same category

DSP Business Cycle Fund Direct-IDCW

ICICI Prudential Business Cycle Fund Direct-Growth

ICICI Prudential Business Cycle Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹16,138 0.68% 2.58% 3.58% 16.71% 17.76%
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹16,138 0.68% 2.58% 3.58% 16.71% 17.76%
ICICI Prudential Business Cycle Fund-Growth trend ₹16,138 0.61% 2.34% 2.59% 15.58% 16.45%
ICICI Prudential Business Cycle Fund-IDCW trend ₹16,138 0.61% 2.34% 2.59% 15.58% 16.45%
HSBC Business Cycles Fund Direct-Growth trend ₹1,183 1.48% 4.44% 3.11% 17.09% 16.29%
HSBC Business Cycles Fund Direct-IDCW trend ₹1,183 1.48% 4.44% 3.11% 17.09% 16.29%
HSBC Business Cycles Fund Regular-Growth trend ₹1,183 1.38% 4.12% 1.90% 15.79% 15.01%
HSBC Business Cycles Fund Regular-IDCW trend ₹1,183 1.38% 4.12% 1.90% 15.79% 15.01%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from DSP Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
DSP Business Cycle Fund Regular-Growth increase ₹1,268 1.12% 4.72% 2.43% 7.87% -
DSP Business Cycle Fund Direct-Growth increase ₹1,268 1.25% 5.13% 3.20% 9.50% -
DSP Business Cycle Fund Regular-IDCW increase ₹1,268 1.12% 4.72% 2.43% 7.87% -
increase growth is based on 1-month returns of the funds

DSP Business Cycle Fund Direct-IDCW Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund-Growth trend ₹16,138 ₹24.93 15.58% 16.45% -
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹16,138 ₹26.59 16.71% 17.76% -
ICICI Prudential Business Cycle Fund-IDCW trend ₹16,138 ₹17.82 15.58% 16.45% -
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹16,138 ₹19.36 16.71% 17.76% -
Kotak Business Cycle Fund Regular-Growth trend ₹3,302 ₹17.46 16.16% - -
Kotak Business Cycle Fund Direct-Growth trend ₹3,302 ₹18.50 17.83% - -
Kotak Business Cycle Fund Regular-IDCW trend ₹3,302 ₹16.23 16.16% - -
Kotak Business Cycle Fund Direct-IDCW trend ₹3,302 ₹17.19 17.83% - -
HDFC Business Cycle Fund Regular-Growth trend ₹2,703 ₹15.36 11.70% - -
HDFC Business Cycle Fund Direct-Growth trend ₹2,703 ₹16.06 13.01% - -
View More
Top funds are based on Fund AUM

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DSP Business Cycle Fund Direct-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Reverse RepoUnspecified17.02%₹215.83 Cr
Reverse RepoUnspecified17.02%₹215.83 Cr
Reverse RepoUnspecified17.02%₹215.83 Cr
Reverse RepoUnspecified15.34%₹178.86 Cr
National Stock Exchange Of India Ltd Index IdFinancial13.10%₹166.20 Cr
National Stock Exchange Of India Ltd Index IdFinancial13.10%₹166.20 Cr
National Stock Exchange Of India Ltd Index IdFinancial13.10%₹166.20 Cr
Reverse RepoUnspecified10.18%₹120.23 Cr
Reverse RepoUnspecified10.18%₹120.23 Cr
Icici Bank LtdFinancial9.24%₹117.14 Cr
Icici Bank LtdFinancial9.24%₹117.14 Cr
Icici Bank LtdFinancial9.24%₹117.14 Cr
Hdfc Bank LtdFinancial9.15%₹116.04 Cr
Hdfc Bank LtdFinancial9.15%₹116.04 Cr
Hdfc Bank LtdFinancial9.15%₹116.04 Cr
Hdfc Bank LtdFinancial9.28%₹108.28 Cr
Reverse RepoUnspecified9.21%₹108.22 Cr
Reverse RepoUnspecified8.99%₹107.04 Cr
Put Nifty 30-jun-2026 23000Financial8.87%₹103.43 Cr
Icici Bank LtdFinancial8.48%₹98.87 Cr
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
ICICI Prudential Business Cycle Fund Direct-Growth increase ₹26.59 16.71% 17.76% -
ICICI Prudential Business Cycle Fund Direct-IDCW increase ₹19.36 16.71% 17.76% -
ICICI Prudential Business Cycle Fund-Growth increase ₹24.93 15.58% 16.45% -
ICICI Prudential Business Cycle Fund-IDCW increase ₹17.82 15.58% 16.45% -
HSBC Business Cycles Fund Direct-Growth increase ₹48.44 17.09% 16.29% -
HSBC Business Cycles Fund Direct-IDCW increase ₹27.92 17.09% 16.29% -
HSBC Business Cycles Fund Regular-Growth increase ₹43.48 15.79% 15.01% -
HSBC Business Cycles Fund Regular-IDCW increase ₹25.20 15.79% 15.01% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

DSP Business Cycle Fund Direct-IDCW

What is the current AUM of DSP Business Cycle Fund Direct-IDCW?

As of Tue Jun 30, 2026, DSP Business Cycle Fund Direct-IDCW manages assets worth ₹1,268.3 crore

How has DSP Business Cycle Fund Direct-IDCW performed recently?

  • 3 Months: 5.13%
  • 6 Months: 3.20%

What is the long-term performance of DSP Business Cycle Fund Direct-IDCW?

  • Since Inception: 5.25%

What is the portfolio composition of DSP Business Cycle Fund Direct-IDCW?

Equity: 94.29%, Others: 5.71%.

Who manages DSP Business Cycle Fund Direct-IDCW?

DSP Business Cycle Fund Direct-IDCW is managed by Vinit Sambre from DSP Mutual Fund.

What is the market-cap allocation of DSP Business Cycle Fund Direct-IDCW?

Large Cap: 76.66%, Mid Cap: 18.52%, Small Cap: 4.82%.

Which are the top companies DSP Business Cycle Fund Direct-IDCW has invested in?

  • Reverse Repo – 17.02% of the fund's portfolio
  • Reverse Repo – 17.02% of the fund's portfolio
  • Reverse Repo – 17.02% of the fund's portfolio
  • Reverse Repo – 15.34% of the fund's portfolio
  • National Stock Exchange Of India Ltd Index ID – 13.10% of the fund's portfolio

Which are the major sectors DSP Business Cycle Fund Direct-IDCW focuses on?

  • Financial – 121.10% of the fund's portfolio
  • Unspecified – 104.96% of the fund's portfolio
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