Scheme Overview

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Sundaram Business Cycle Fund Regular Plan Growth

Category: Equity: Thematic-Others Launch Date: 25-06-2024
AUM:

₹ 175.53 Cr

Expense Ratio

2.03%

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. S Bharath; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal; FM5 - Mr. Pathanjali Srinivasan

NAV as on 27-06-2025

11.0704

0.04 (0.3893%)

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.

Asset Allocation

Equity

84.62%

Debt

0.00%

Others

15.38%

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 10.53 - - 10.53
NIFTY 500 TRI 5.81 21.84 23.76 12.62

Riskometer

riskometer
Sector Allocation
Sector Holdings (%)
Financial Services 13.41
Consumer Services 13.37
Automobile and Auto Components 9.71
Capital Goods 7.86
Information Technology 5.52
Telecommunication 5.37
Consumer Durables 5.11
Construction 4.57
Oil, Gas & Consumable Fuels 3.88
Healthcare 3.66
Top 10 Holdings
Company Holdings (%)
TREPS 14.4
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 5.37
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 4.99
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 4.57
ZOMATO LIMITED EQ 4.12
RELIANCE INDUSTRIES LIMITED EQ 3.88
AMBER ENTERPRISES INDIA LIMITED EQ 3.18
Sapphire Foods India Limited 2.97
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/- 2.45
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- 2.44
Peer Comparison
Scheme Name Inception Date 1Yr Rtn (%) 3Yrs Rtn (%) 5Yrs Rtn (%) 10Yrs Rtn(%)
Sundaram Business Cycle Fund Reg Gr 25-06-2024 10.53 0.0 0.0 0.0
WhiteOak Capital Special Opportunities Reg Gr 04-06-2024 17.93 0.0 0.0 0.0
Sundaram Services Reg Gr 21-09-2018 16.92 24.03 26.97 0.0
Bandhan Innovation Fund Reg Gr 30-04-2024 16.42 0.0 0.0 0.0
ICICI Pru India Opportunities Cum 05-01-2019 12.05 28.76 31.92 0.0
ICICI Pru Exports & Services Gr 01-11-2005 10.74 24.45 26.5 14.19
ICICI Pru Business Cycle Fund Gr 05-01-2021 9.88 26.58 0.0 0.0
HDFC Defence Fund Gr 02-06-2023 8.64 0.0 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 8.58 0.0 0.0 0.0
Union Innovation & Opportunities Fund Reg Gr 06-09-2023 8.19 0.0 0.0 0.0