Dsp Business Cycle Fund

DSP Mutual Fund · FM: Anish Tawakley, Sandeep Yadav, Aparna Karnik · INF740KA1UX7 · Direct

NAV ₹10.78 AUM ₹1268 Cr as of 07 Aug 2026

Latest available portfolio · Retrieved: 8-Aug-2026 11:29 PM IST · Disclosure date not provided

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Returns

1D1M3M6M1Y3Y5YRank (1Y)TER
Fund -0.2% +2.0% +2.7% +3.1% +8.7% 113/236
Equity allocation
94.26%
Debt allocation
0.00%
Cash / Liquid
5.72%
Other
0.00%

All Equity Holdings (43) latest available

# Company Value (₹ Cr) % of AUM
1 ICICI Bank Ltd 117.1 9.24%
2 HDFC Bank Ltd 116.0 9.15%
3 Axis Bank Ltd 87.7 6.91%
4 Larsen & Toubro Ltd 50.2 3.96%
5 Mahindra & Mahindra Ltd 46.2 3.64%
6 Reliance Industries Ltd 40.3 3.18%
7 UltraTech Cement Ltd 37.2 2.93%
8 Maruti Suzuki India Ltd 36.9 2.91%
9 Bharti Airtel Ltd 36.8 2.90%
10 DLF Ltd 35.4 2.79%
11 Asian Paints Ltd 33.5 2.64%
12 NTPC Ltd 31.8 2.51%
13 Hero MotoCorp Ltd 29.3 2.31%
14 Voltas Ltd 20.8 1.64%
15 HDFC Life Insurance Co Ltd 19.9 1.57%
16 Schaeffler India Ltd 19.7 1.55%
17 Hyundai Motor India Ltd 18.1 1.43%
18 Shree Cement Ltd 17.6 1.39%
19 United Breweries Ltd 13.1 1.04%
20 Nippon Life India Asset Management Ltd Ordinary Shares 12.8 1.01%
21 Carborundum Universal Ltd 12.7 1.00%
22 Info Edge (India) Ltd 12.6 1.00%
23 Apollo Tyres Ltd 12.3 0.97%
24 Multi Commodity Exchange of India Ltd 12.1 0.95%
25 SBI Life Insurance Co Ltd 11.8 0.93%
26 Max Financial Services Ltd 11.5 0.91%
27 Bayer CropScience Ltd 11.1 0.88%
28 State Bank of India 10.5 0.83%
29 InterGlobe Aviation Ltd 10.5 0.82%
30 Oil & Natural Gas Corp Ltd 9.6 0.76%
31 Coromandel International Ltd 9.5 0.75%
32 Bharat Petroleum Corp Ltd 9.2 0.73%
33 Sudarshan Chemical Industries Ltd 8.9 0.70%
34 TVS Motor Co Ltd 8.2 0.64%
35 Page Industries Ltd 8.1 0.64%
36 Hindustan Aeronautics Ltd Ordinary Shares 8.0 0.63%
37 ICICI Prudential Life Insurance Co Ltd 7.5 0.59%
38 Siemens Ltd 7.5 0.59%
39 Trent Ltd 6.8 0.53%
40 Hindustan Petroleum Corp Ltd 6.2 0.49%
41 JSW Infrastructure Ltd 6.1 0.48%
42 Aditya Birla Sun Life AMC Ltd 4.5 0.36%
43 Siemens Energy India Ltd 3.6 0.28%

All disclosed equity positions are shown.