How to check the XIRR of DSP Business Cycle Fund - Direct - Growth?

You can track the exact XIRR and portfolio overlapping of DSP Business Cycle Fund - Direct - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for DSP Business Cycle Fund - Direct - Growth?

Use the MutualSaathi Portfolio Analyzer to compare DSP Business Cycle Fund - Direct - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

DSP Business Cycle Fund - Direct - Growth

DSP Mutual Fund

Expense Ratio: 0.63

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 27-11-2024

Exit Load: Nil

Fund Size:₹1,184.32 Cr

Performance

Fund3.71%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund4.29%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	State Bank of India	Equity	Listed	Large Cap	Banks	72.76	7.08%
2	Axis Bank Limited	Equity	Listed	Large Cap	Banks	53.15	5.17%
3	TREPS / Reverse Repo Investments	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	50.83	4.94%
4	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles	44.50	4.33%
5	Apollo Hospitals Enterprise Limited	Equity	Listed	Large Cap	Healthcare Services	43.90	4.27%
6	Multi Commodity Exchange of India Limited	Equity	Listed		Capital Markets	41.60	4.05%
7	Infosys Limited	Equity	Listed	Large Cap	IT - Software	39.39	3.83%
8	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services	35.37	3.44%
9	NTPC Limited	Equity	Listed	Large Cap	Power	33.05	3.22%
10	Kotak Mahindra Bank Limited	Equity	Listed		Banks	32.92	3.20%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62406	+4.0%	+8.5%
SI	07 Jan, 25	95000	1.01 L.	+6.8%	+8.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.04 L.	+3.7%	+3.7%
SI	18 Dec, 24	1 L.	1.07 L.	+6.8%	+4.3%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.