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

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

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

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

DSP Business Cycle Fund - Regular - Growth

DSP Mutual Fund

Expense Ratio: 2.14

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty 500 TRI

Inception: 27-11-2024

Exit Load: Nil

Fund Size:₹1,184.32 Cr

Performance

Fund3.15%

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

Fund2.80%

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	TREPS / Reverse Repo Investments	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	215.83	17.02%
2	NIFTY Jul26	Derivative	Future/Option		Index Futures	166.20	13.10%
3	ICICI Bank Limited	Equity	Listed	Large Cap	Banks	117.14	9.24%
4	HDFC Bank Limited	Equity	Listed	Large Cap	Banks	116.04	9.15%
5	Axis Bank Limited	Equity	Listed	Large Cap	Banks	87.69	6.91%
6	Larsen & Toubro Limited	Equity	Listed	Large Cap	Construction	50.20	3.96%
7	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles	46.22	3.64%
8	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products	40.30	3.18%
9	UltraTech Cement Limited	Equity	Listed	Large Cap	Cement & Cement Products	37.20	2.93%
10	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles	36.86	2.91%

Similar Funds

UTI NIFTY 50 ETF

UTI Mutual Fund

Expense Ratio: 0.05

NAV / Fund Size

₹268.44₹70,251.14 Cr

Incep: 24-08-2015

Other ETFsVery High RiskOther

-1.86%

0.54%

-49.93%

-30.34%

-9.25%

Fund Details

UTI NIFTY 50 ETF

NAV / Fund Size₹268.44₹70,251.14 Cr

Other ETFsVery High RiskOther

-1.86%

0.54%

-49.93%

-30.34%

-9.25%

Sundaram Small Cap Fund Regular Plan - Growth

Sundaram Mutual Fund

Expense Ratio: 1.93

NAV / Fund Size

₹287.96₹3,402.62 Cr

Incep: 03-01-2005

Small Cap FundVery High RiskEquity

8.09%

7.98%

17.55%

16.51%

14.70%

Fund Details

Sundaram Small Cap Fund Regular Plan - Growth

NAV / Fund Size₹287.96₹3,402.62 Cr

Small Cap FundVery High RiskEquity

8.09%

7.98%

17.55%

16.51%

14.70%

DSP Aggressive Hybrid Fund- Regular Plan - Growth

DSP Mutual Fund

Expense Ratio: 1.71

NAV / Fund Size

₹351.02₹12,142.76 Cr

Incep: 03-05-1999

Aggressive Hybrid FundVery High RiskHybrid

-2.52%

2.95%

10.59%

9.52%

12.07%

Fund Details

DSP Aggressive Hybrid Fund- Regular Plan - Growth

NAV / Fund Size₹351.02₹12,142.76 Cr

Aggressive Hybrid FundVery High RiskHybrid

-2.52%

2.95%

10.59%

9.52%

12.07%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62048	+3.4%	+7.0%
SI	07 Jan, 25	95000	1.00 L.	+5.7%	+7.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.03 L.	+2.9%	N/A
SI	18 Dec, 24	1 L.	1.04 L.	+4.5%	+2.8%

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.