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DSP Business Cycle Fund

CAGR since inception
Scheme Type:

  • Scheme Risk:

    Very High Risk

  • Age:

    1 years 5 months since Dec 17, 2024

  • AUM:

    Rs. 1,166.19 crores as of May 31, 2026

  • Horizon:

    10 Years+

  • Benchmark:

    NIFTY 500 TRI

  • Benchmark Risk:

    Very High Risk

  • Goal:

    Capital Growth & Income
Scheme features

Performance

Cumulative returns

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Annualized Returns
Absolute Returns
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Returns calculator

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Returns summary

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Rolling returns

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Historical Returns

In SEBI format

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Portfolio as of May 31, 2026

Equity

Market capitalization

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Sector allocation

No data to display
Top 5 stocks by holding
Name % of Net Assets
HDFC BANK LIMITED 9.28%
NIFTY 30 JUN 2026 8.87%
ICICI BANK LIMITED 8.48%
AXIS BANK LIMITED 7.19%
LARSEN & TOUBRO LIMITED 4.23%
See detailed equity holdings »

Debt & debt instruments

Credit rating profile

No data to display

Instrument break-up

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Top instruments by holding
Name % of Net Assets
TREPS / REVERSE REPO INVESTMENTS 15.34%
See detailed debt holdings »

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DSP Equity Savings Fund presentation

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Anish Tawakley

Anish Tawakley is the Chief Investment Officer (CIO) of DSP Asset Manager Private Limited. He leads a unified investment strategy across the entire Investment Function with over 30 years of experience spanning investment management, equity research, and consulting including his recent role as Co-CIO (Equity) at ICICI Prudential AMC. He focuses on strengthening investment philosophy, enhancing research integration, reinforcing risk management, and establishing ARQ as the core research platform. Renowned for his disciplined, research-driven approach centered on long-term compounding and downside protection, Anish brings global experience from institutions such as McKinsey, Bernstein, Barclays, and Credit Suisse, complemented by a strong academic foundation from IIT Delhi and IIM Bangalore.

All Funds managed by Anish Tawakley
Sr. No. Scheme Name Managing since Period
1 Year 3 Years 5 Years

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

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Sandeep Yadav

Sandeep has a total work experience of more than 20 years. He joined DSP Mutual Fund in September 2021 as Senior Vice President ? Fixed Income Investments. Sandeep has previously worked at Yes Bank, where he headed Derivatives Structuring, Fixed Income Trading, and Primary Dealership. Prior to that, Sandeep worked in the technology space at Cognizant Technologies, Hughes Services, and Mahindra British Telecom. He is a Computer Engineer from Pune University and holds a PGDBM from IIM Bangalore. Sandeep is also a CFA charterholder.

All Funds managed by Sandeep Yadav
Sr. No. Scheme Name Managing since Period
1 Year 3 Years 5 Years

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

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Aparna Karnik

Aparna Karnik is Head of Quantitative Investments and Analytics (QIA). In this capacity, she leads the team that supports and advises on all aspects related to investment risk management. Aparna has 17 years of experience in investment, credit, and operations risk management. Prior to joining DSP, she worked with CRISIL Ratings in their Structured Finance Division and Large Corporates Group. She holds a Master?s in Management Studies degree from the Jamnalal Bajaj Institute of Management Studies.

All Funds managed by Aparna Karnik
Sr. No. Scheme Name Managing since Period
1 Year 3 Years 5 Years

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

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Asset Allocation for DSP Business Cycle Fund

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Equity holdings for DSP Business Cycle Fund

Banks
25.79%

Name % of Net Assets
HDFC BANK LIMITED 9.28%
ICICI BANK LIMITED 8.48%
AXIS BANK LIMITED 7.19%
STATE BANK OF INDIA 0.84%
28.3% of Equity and equity related securities

Automobiles
11.72%

Name % of Net Assets
MAHINDRA & MAHINDRA LIMITED 3.93%
MARUTI SUZUKI INDIA LIMITED 2.94%
HERO MOTOCORP LIMITED 2.57%
HYUNDAI MOTOR INDIA LIMITED 1.57%
TVS MOTOR COMPANY LIMITED 0.68%
TVS MOTOR COMPANY LIMITED 0.03%
12.9% of Equity and equity related securities


8.87%

Name % of Net Assets
NIFTY 30 JUN 2026 8.87%
9.7% of Equity and equity related securities

Consumer Durables
4.65%

Name % of Net Assets
ASIAN PAINTS LIMITED 2.91%
VOLTAS LIMITED 1.74%
5.1% of Equity and equity related securities

Construction
4.39%

Name % of Net Assets
LARSEN & TOUBRO LIMITED 4.23%
KALPATARU PROJECTS INTERNATIONAL LIMITED 0.16%
4.8% of Equity and equity related securities

Cement & Cement Products
4.18%

Name % of Net Assets
ULTRATECH CEMENT LIMITED 2.88%
SHREE CEMENT LIMITED 1.3%
4.6% of Equity and equity related securities

Insurance
3.96%

Name % of Net Assets
HDFC LIFE INSURANCE COMPANY LIMITED 1.49%
MAX FINANCIAL SERVICES LIMITED 1.04%
SBI LIFE INSURANCE COMPANY LIMITED 0.76%
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED 0.67%
4.3% of Equity and equity related securities

Petroleum Products
3.8%

Name % of Net Assets
RELIANCE INDUSTRIES LIMITED 3.27%
BHARAT PETROLEUM CORPORATION LIMITED 0.27%
HINDUSTAN PETROLEUM CORPORATION LIMITED 0.26%
4.2% of Equity and equity related securities

Telecom - Services
3.11%

Name % of Net Assets
BHARTI AIRTEL LIMITED 3.11%
3.4% of Equity and equity related securities

Power
2.96%

Name % of Net Assets
NTPC LIMITED 2.96%
3.2% of Equity and equity related securities

Realty
2.89%

Name % of Net Assets
DLF LIMITED 2.89%
3.2% of Equity and equity related securities

Auto Components
2.63%

Name % of Net Assets
SCHAEFFLER INDIA LIMITED 1.66%
APOLLO TYRES LIMITED 0.97%
2.9% of Equity and equity related securities

Capital Markets
2.28%

Name % of Net Assets
NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED 1.2%
MULTI COMMODITY EXCHANGE OF INDIA LIMITED 1.08%
2.5% of Equity and equity related securities

Fertilizers & Agrochemicals
2.17%

Name % of Net Assets
COROMANDEL INTERNATIONAL LIMITED 1.13%
BAYER CROPSCIENCE LIMITED 1.04%
2.4% of Equity and equity related securities

Retailing
1.31%

Name % of Net Assets
INFO EDGE (INDIA) LIMITED 0.81%
TRENT LIMITED 0.5%
1.4% of Equity and equity related securities

Beverages
1.11%

Name % of Net Assets
UNITED BREWERIES LIMITED 1.11%
1.2% of Equity and equity related securities

Electrical Equipment
1.11%

Name % of Net Assets
SIEMENS LIMITED 0.68%
SIEMENS ENERGY INDIA LIMITED 0.43%
1.2% of Equity and equity related securities

Transport Infrastructure
1.02%

Name % of Net Assets
JSW INFRASTRUCTURE LIMITED 1.02%
1.1% of Equity and equity related securities

Industrial Products
0.95%

Name % of Net Assets
CARBORUNDUM UNIVERSAL LIMITED 0.95%
1% of Equity and equity related securities

Chemicals & Petrochemicals
0.81%

Name % of Net Assets
SUDARSHAN CHEMICAL INDUSTRIES LIMITED 0.81%
0.9% of Equity and equity related securities

Transport Services
0.74%

Name % of Net Assets
INTERGLOBE AVIATION LIMITED 0.74%
0.8% of Equity and equity related securities

Aerospace & Defense
0.68%

Name % of Net Assets
HINDUSTAN AERONAUTICS LIMITED 0.68%
0.7% of Equity and equity related securities
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Debt holdings for DSP Business Cycle Fund

TREPS15.34%

Name Rating % of Net Assets
TREPS / REVERSE REPO INVESTMENTS -- 15.34%
100% of Debt instruments
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DSP Business Cycle Fund presentation

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The investment objective of the scheme is to provide long-term capital appreciation by investing in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle.
There is no assurance that the investment objective of the scheme will be achieved.

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