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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 202610.507
CategorySectoral / Thematic
PlanDirect · Idcw
Launched27 Nov 2024
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year1.15%
AUM₹0.10 Cr
Growth of ₹10,000₹10,50718 Dec 2024 to 2 Sep 2026
₹10,869₹10,308₹9,748₹9,188₹8,628Dec 2024May 2025Oct 2025Mar 2026Sep 2026
₹10,507 (+2.9% a year) DSP Business Cycle Fund

Performance (trailing, annualised)

1Y annualised4.77%

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 ₹1,22,0473.17%

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

Calendar years

Calendar 20254.31%

Rolling returns

Rolling 1Y · average37 windows since 18 Dec 20257.85%
Rolling 1Y · median6.45%
Rolling 1Y · worst window0.80%
Rolling 1Y · best window20.26%
Rolling 1Y · windows positive100%

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)9.97%
Maximum drawdown-14.77%

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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