DSP Business Cycle Fund - Direct - IDCW
DSP Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.63%
AUM
₹10.61 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-32.95%
Poor
6 Months
+2.45%
Poor
1 Year
+6.45%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 4 quarters
AUM Metrics
Key indicators
Current AUM
₹10.61 Lakh
Recent Trend
Declining
Stability Score
48.1
Growth Assessment
Unknown
Growth Performance
Historical returns
1Y
Annual Growth
N/A
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A
Growth Assessment: Unknown
• Temporary outflows - monitor performance
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
12.70%
Annualized standard deviation
Sharpe Ratio
-0.388
Very Poor - Risk-adjusted return
Max Drawdown
-14.80%
Moderate - Worst decline
Consistency
55.6%
Performance consistency
Volatility Breakdown
Daily Volatility
0.80%
Average daily price movement
Annualized Volatility
12.70%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance