performance

DSP Business Cycle Fund Direct-Growth

Equity: Thematic-Business Cycle - Growth (Open ended)

DSP Business Cycle Fund Direct-GrowthNAV: 10.68 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Equity: Thematic-Business CycleBenchmark: NIFTY 500 Total Return Index

NAV: ₹10.68-0.09%

16 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of DSP Business Cycle Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	23 Dec, 2025 - 16 Jul, 2026	-	-	-
Average returns	8.37%	-	-	-
Standard deviation	4.53%	-	-	-
Best returns	19.31% 1 year ending on 25 Feb, 2026	-	-	-
Worst returns	0.47% 1 year ending on 31 Mar, 2026	-	-	-
Period with positive return	100.00%	-	-	-
Period with return > 5%	73.91%	-	-	-
Period with return > 10%	28.26%	-	-	-
Period with return > 15%	13.04%	-	-	-
Beat % Category	100.00%	-	-	-
Beat % Benchmark	84.78%	-	-	-

Trailing Returns

Point-to-point returns of DSP Business Cycle Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

10%

15%

2.3%

2.9%

-2.1%

YTD

1.3%

2.6%

1.2%

1 M

1.7%

4.5%

-0.6%

6 M

3.7%

3.1%

-0.1%

1 Y

15.6%

12.3%

3 Y

16.4%

12.2%

5 Y

14.1%

13.7%

10 Y

Fund

Equity: Thematic-Business Cycle

NIFTY 500 Total Return Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	2.32%	1.29%	1.70%	3.71%	-	-	-	4.28%
Equity: Thematic-Business Cycle	2.91%	2.61%	4.47%	3.09%	15.64%	16.40%	14.09%	-
NIFTY 500 Total Return Index	-2.15%	1.23%	-0.57%	-0.07%	12.33%	12.19%	13.67%	-
Rank in category	11	15	12	7	-	-	-	-
Funds in category	16	17	16	16	7	1	1	-

Period Returns

Calendar-year, quarterly and monthly return history of DSP Business Cycle Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of DSP Business Cycle Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of DSP Business Cycle Fund Direct-Growth?

DSP Business Cycle Fund Direct-Growth has delivered a 1-year return of 3.71% as of 16 Jul 2026. During the same period, its benchmark NIFTY 500 Total Return Index returned -0.07%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of DSP Business Cycle Fund Direct-Growth?

The 3-year CAGR for DSP Business Cycle Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 5-year returns of DSP Business Cycle Fund Direct-Growth?

The 5-year CAGR for DSP Business Cycle Fund Direct-Growth is shown in the Trailing Returns section above.

What are the returns of DSP Business Cycle Fund Direct-Growth since inception?

Since its launch on 18 Dec 2024, DSP Business Cycle Fund Direct-Growth has delivered a CAGR of 4.28%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has DSP Business Cycle Fund Direct-Growth performed vs its category over the long term?

Category rank for DSP Business Cycle Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.

What is the Sharpe ratio of DSP Business Cycle Fund Direct-Growth?

The Sharpe ratio of DSP Business Cycle Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the alpha of DSP Business Cycle Fund Direct-Growth?

The alpha of DSP Business Cycle Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of DSP Business Cycle Fund Direct-Growth?

The beta of DSP Business Cycle Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of DSP Business Cycle Fund Direct-Growth?

The average 1-year and 3-year rolling returns of DSP Business Cycle Fund Direct-Growth is 8.37% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

23 Dec, 2025 - 16 Jul, 2026

Average returns

8.37%

Standard deviation

4.53%

Best returns

19.31%

1 year ending on 25 Feb, 2026

Worst returns

0.47%

1 year ending on 31 Mar, 2026

Period with positive return

100.00%

Period with return > 5%

73.91%

Period with return > 10%

28.26%

Period with return > 15%

13.04%

Beat % Category

100.00%

Beat % Benchmark

84.78%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

2.32%

1.29%

1.70%

3.71%

4.28%

Equity: Thematic-Business Cycle

2.91%

2.61%

4.47%

3.09%

15.64%

16.40%

14.09%

NIFTY 500 Total Return Index

-2.15%

1.23%

-0.57%

-0.07%

12.33%

12.19%

13.67%

Rank in category

Funds in category