DSP Business Cycle Fund
Direct · Growth ₹10.73
31 Jul 2026
NAV
7.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.30
Sharpe
-14.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.40 L | 6.7% | -14.3% | 17.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 6.7% | 14.5% | 13.8% | -7.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.9% | 6.2% | 0.4% | 21.4% | 0.30 | 0.75 | 100% | — | — |
-14.8%
Max Drawdown
2 mo
Drawdown Duration
4 mo
Recovery Time
-3.4%
Avg Drawdown
Calmar Ratio by Duration
0.54
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.32 | 0.98 | 100.1% | 89.1% | 7.0% | -1.6% |
| 3 Years | +1.45 | 0.94 | 96.0% | 90.7% | 2.4% | 0.6% |
| 5 Years | +0.71 | 0.94 | 96.0% | 90.7% | 1.4% | 0.4% |
| 7 Years | +0.39 | 0.94 | 96.0% | 90.7% | 1.0% | 0.3% |
| 10 Years | +0.16 | 0.94 | 96.0% | 90.7% | 0.7% | 0.2% |
| 12 Years | +0.06 | 0.94 | 96.0% | 90.7% | 0.6% | 0.1% |
| 15 Years | -0.03 | 0.94 | 96.0% | 90.7% | 0.5% | 0.1% |
50
Total Holdings
41.4%
Top 10 Weight
22
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | State Bank of India | 7.08% |
| 2 | Axis Bank Limited | 5.17% |
| 3 | Mahindra & Mahindra Limited | 4.33% |
| 4 | Apollo Hospitals Enterprise Limited | 4.27% |
| 5 | Multi Commodity Exchange of India Limited | 4.05% |
| 6 | Infosys Limited | 3.83% |
| 7 | Bharti Airtel Limited | 3.44% |
| 8 | NTPC Limited | 3.22% |
| 9 | Kotak Mahindra Bank Limited | 3.20% |
| 10 | Gland Pharma Limited | 2.84% |