DSP Business Cycle IDCW-P
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation16.7%
Sharpe Ratio-0.30
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Treps / Reverse Repo InvestmentsUtilities16.26%
Nifty Oct26Utilities10.77%
ICICI Bank LtdFinancial Services9.85%
HDFC Bank LtdFinancial Services9.55%
Axis Bank LtdFinancial Services5.42%
Bharti Airtel LtdServices4.44%
Larsen & Toubro LtdCapital Goods3.98%
Reliance Industries LtdEnergy & Infra3.12%
Mahindra & Mahindra LtdConsumers3.11%
NTPC LtdUtilities2.71%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.76%
Regulatory & Tax Information
INF740KA1UT5
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)