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DSP Business Cycle Fund - Direct - IDCW

DSP · International
High
₹10.65
Current NAV
25 Jun 2026
12.8%
1Y Return
13.8%
3Y CAGR
13.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.28%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.48).
  • Very large asset base (AUM: ₹18,030 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.98
Sharpe Ratio
1.48
Beta
6.48
Alpha
1.25
Sortino
Fund Details
Fund House DSP
Category International
AUM ₹18030 Cr
Expense Ratio 0.28%
Min SIP ₹500
Min Lumpsum ₹1000
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