myplexus

NFO Monitor

Fund Fact

Name of Funds:

DSP Business Cycle

Opening:

27th November 2024

Closing:

11th December 2024

Minimum Investment:

Rs. 100/- & any amount thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.5% of NAV if units are redeemed/switched out within 1 month from the date of allotment.

Fund Stats

Objective:

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.

Benchmark:

NIFTY 500

Fund Manager:

Charanjit Singh

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

HSBC Business Cycles Fund	22.42(6M)	43.62(1Y)
Mahindra Manulife Business Cycle Fund	16.08(6M)	39.88(1Y)

Fund Prognosis

Idea Distiller

Business cycle is a popular theme for mutual fund schemes worldwide. And thereby the scheme.

Fund House AAUM:
Rs 18252745.47 Lakhs(as on 30th September, 2024)
Fund Manager:
Experience of above 18 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Little zing for me. The category has little scope for innovation, and with enough established competitors already.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028