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DSP Business Cycle Fund - Direct - Growth is an equity scheme managed by DSP Mutual Fund. The total expense ratio is 1.46% on assets of ₹1,143Cr. The fund is currently managed by Vinit Sambre, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 84% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 7.87% |
| AXIS BANK LIMITED | Financial Services | 6.98% |
| ICICI BANK LIMITED | Financial Services | 6.66% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 4.08% |
| LARSEN AND TOUBRO LIMITED | Industrials | 3.49% |
| BHARTI AIRTEL LIMITED | Communication Services | 3.28% |
| NTPC LIMITED | Utilities | 3.11% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 3.04% |
| ASIAN PAINTS LIMITED | Basic Materials | 2.72% |
| VOLTAS LIMITED | Consumer Cyclical | 2.04% |
| AMBER ENTERPRISES INDIA LIMITED | Consumer Cyclical | 2.02% |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED | Financial Services | 1.79% |
| OBEROI REALTY LIMITED | Real Estate | 1.72% |
| GLAND PHARMA LIMITED | Healthcare | 1.63% |
| HDFC LIFE INSURANCE COMPANY LIMITED | Financial Services | 1.50% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 1.48% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | Consumer Cyclical | 1.46% |
| SCHAEFFLER INDIA LIMITED | Consumer Cyclical | 1.45% |
| STATE BANK OF INDIA | Financial Services | 1.45% |
| COROMANDEL INTERNATIONAL LIMITED | Basic Materials | 1.30% |
| UNITED BREWERIES LIMITED | Consumer Defensive | 1.25% |
| SIEMENS LIMITED | Industrials | 1.18% |
| GREENLAM INDUSTRIES LIMITED | Others | 1.16% |
| SYNGENE INTERNATIONAL LIMITED | Healthcare | 1.14% |
| BAYER CROPSCIENCE LIMITED | Basic Materials | 1.12% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 8 | 32.24% |
| Automobile and Auto Components | — | 14.59% |
| Consumer Durables | — | 8.36% |
| Healthcare | 6 | 6.16% |
| Construction | — | 5.25% |
| Information Technology | — | 3.90% |
| Chemicals | — | 3.65% |
| Capital Goods | — | 3.28% |
| Telecommunication | — | 3.28% |
| Power | — | 3.11% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | 0.88% | 5.19% | 7.98% | 11.22% | 22.67% | 100.0% |
Top-10 weight 43.3% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.