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OmniAsset › Mutual funds › DSP Business Cycle Fund

DSP Business Cycle Fund

Sectoral / Thematic fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202610.239
CategorySectoral / Thematic
PlanRegular · Growth
Launched27 Nov 2024
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year2.64%
AUM₹1,054 Cr
Growth of ₹10,000₹10,24018 Dec 2024 to 2 Sep 2026
₹10,605₹10,103₹9,602₹9,100₹8,599Dec 2024May 2025Oct 2025Mar 2026Sep 2026
₹10,240 (+1.4% a year) DSP Business Cycle Fund

Performance (trailing, annualised)

1Y annualised3.22%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,21,0701.65%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20252.73%

Rolling returns

Rolling 1Y · average37 windows since 18 Dec 20256.24%
Rolling 1Y · median4.86%
Rolling 1Y · worst window-0.69%
Rolling 1Y · best window18.46%
Rolling 1Y · windows positive97%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)13.88%
Downside deviation (3Y)10.02%
Maximum drawdown-14.98%

Management

Fund managerMr. Anish Tawakley, Mr. Sandeep Yadav, Ms. Aparna Karnik
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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