₹ 175.53 Cr
2.03%
NIFTY 500 TRI
INF903JA1LN3
100.0
100.0
100
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.
Open Ended Schemes
FM1 - Mr. Ratish B Varier; FM2 - Mr. S Bharath; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal; FM5 - Mr. Pathanjali Srinivasan
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.
84.62%
0.00%
15.38%
Volatility | - |
Sharp Ratio | - |
Alpha | - |
Beta | - |
Yield to Maturity | - |
Average Maturity | - |
If you invested in this fund:
In the past (time duration):
If you invested in this fund:
In the past (time duration):
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 |
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 |
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 |
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 |