Scheme Overview

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Sundaram Business Cycle Fund Regular Plan Growth

Category: Equity: Thematic-Business-Cycle Launch Date: 25-06-2024
AUM:

₹ 180.85 Cr

Expense Ratio

2.02%

Benchmark

NIFTY 500 TRI

ISIN

INF903JA1LN3

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Exit Load

1% - For redemption or withdrawal by way of SWP within 365 days from the date of allotment; NIL - For redemption or withdrawal by way of SWP after 365 days from the date of allotment; Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.

Asset Class

Status

Open Ended Schemes

Fund Manager

FM1 - Mr. Ratish B Varier; FM2 - Mr. Dwijendra Srivastava; FM3 - Mr. Sandeep Agarwal; FM4 - Mr. Pathanjali Srinivasan

NAV as on 23-10-2025

11.174

0.01 (0.0626%)

Overview

Investment Objective

To provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.

Asset Allocation

Equity

91.22%

Debt

0.00%

Others

8.78%

Indicators

Volatility -
Sharp Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

    • If you invested in this fund:

      In the past (time duration):

      Total value today:
      0
      Returns:
      0%
Fund Performance 1Y (%) 3Y (%) 5Y (%) Since Launch (%)
Sundaram Business Cycle Fund Regular Plan Growth 5.08 - - 8.62
NIFTY 500 TRI 5.06 17.41 20.65 12.51

Riskometer

riskometer
Sector Allocation
Sector Holdings (%)
Consumer Services 15.09
Financial Services 12.16
Automobile and Auto Components 11.37
Capital Goods 7.4
Information Technology 7.06
Telecommunication 5.43
Consumer Durables 5.09
Healthcare 4.6
Construction 4.42
Fast Moving Consumer Goods 3.92
Top 10 Holdings
Company Holdings (%)
TREPS 7.11
ZOMATO LIMITED EQ 5.47
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 5.43
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 5.06
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 4.42
AMBER ENTERPRISES INDIA LIMITED EQ 3.66
RELIANCE INDUSTRIES LIMITED EQ 3.39
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 3.14
Sapphire Foods India Limited 2.74
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- 2.57
Peer Comparison
Scheme Name Inception Date 1Yr Rtn (%) 3Yrs Rtn (%) 5Yrs Rtn (%) 10Yrs Rtn(%)
Sundaram Business Cycle Fund Reg Gr 25-06-2024 5.08 0.0 0.0 0.0
Motilal Oswal Business Cycle Fund Reg Gr 27-08-2024 15.11 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 8.4 23.71 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 7.42 18.27 0.0 0.0
Bandhan Business Cycle Fund Reg Gr 01-09-2024 5.47 0.0 0.0 0.0
HDFC Business Cycle Fund Gr 05-11-2022 3.93 0.0 0.0 0.0
Axis Business Cycles Fund Reg Gr 05-02-2023 3.78 0.0 0.0 0.0
Union Business Cycle Reg Gr 05-03-2024 1.68 0.0 0.0 0.0
Mahindra Manulife Business Cycle Fund Reg Gr 11-09-2023 0.87 0.0 0.0 0.0
HSBC Business Cycles Fund Reg Gr 20-08-2014 0.32 21.79 24.42 13.43