Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    DSP Business Cycle
  • Opening:
    27th November 2024
  • Closing:
    11th December 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic - Business Cycle
  • Minimum Investment:
    Rs. 100/- & any amount thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    0.5% of NAV if units are redeemed/switched out within 1 month from the date of allotment.
  • Thereafter:
    Nil

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
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

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

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