Sundaram Business Cycle Fund Regular Plan Growth
AUM:
₹ 178.89 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. S Bharath; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal; FM5 - Mr. Pathanjali Srinivasan
10.7809
-0.01 (-0.1159%)
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
89.79%
Debt
0.00%
Others
10.21%
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%
-
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 | 1.84 | - | - | 6.49 |
| NIFTY 500 TRI | -3.99 | 15.57 | 19.65 | 12.37 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Services | 14.49 |
| Financial Services | 12.26 |
| Automobile and Auto Components | 10.64 |
| Capital Goods | 7.82 |
| Information Technology | 6.81 |
| Telecommunication | 5.44 |
| Consumer Durables | 5.07 |
| Healthcare | 4.72 |
| Construction | 4.44 |
| Fast Moving Consumer Goods | 3.78 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 9.23 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.44 |
| ZOMATO LIMITED EQ | 5.23 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 5.0 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.44 |
| AMBER ENTERPRISES INDIA LIMITED EQ | 3.69 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.5 |
| Sapphire Foods India Limited | 2.95 |
| AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.71 |
| AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/- | 2.58 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 1.84 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 4.08 | 22.02 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 3.62 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | -2.59 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | -2.76 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | -3.82 | 20.06 | 23.21 | 13.19 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | -4.76 | 13.17 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | -7.17 | 0.0 | 0.0 | 0.0 |
| Baroda BNP Paribas Business Cycle Fund Reg Gr | 15-09-2021 | -7.93 | 16.12 | 0.0 | 0.0 |
| Tata Business Cycle Fund Reg Gr | 04-08-2021 | -7.97 | 19.1 | 0.0 | 0.0 |