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Fund Overview

Sundaram Business Cycle Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

11.03

Inception Date

25-06-2024

Category

Equity - Diversified
Investment Objectives

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.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram Business Cycle Fund - Regular (G) 2.81 12.78 5.78 NA NA NA 8.63
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.06 Lakh

10,000 investment Grown to 1.26 Lakh

1Lakh investment Grown to 1.01 Lakh

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Key Parameters
AUM(₹ Cr.) 1,789
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Expense Ratio (%) 0
Benchmark Nifty 500 TRI
Fund Manager Ratish Varier
Exit For redeemed or withdrawal by way of SWP within 365 days from the date of allotment - 1% For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Incrimental Invest(₹) 100
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 31 07 25 )
Company Asset No.of shares Value (₹ in Cr)
Bharti Airtel Equity 508213 97.29
Eternal Ltd Equity 3037687 93.50
Kotak Mah. Bank Equity 452460 89.52
Larsen & Toubro Equity 218399 79.42
Amber Enterp. Equity 82922 66.03
Reliance Industr Equity 450032 62.56
Sapphire Foods Equity 1667730 52.80
Affle 3i Equity 247262 48.41
Ambuja Cements Equity 778529 46.14
M & M Equity 135506 43.40
HDFC Life Insur. Equity 546537 41.29
Hindalco Inds. Equity 584396 39.92
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Sundaram Business Cycle Fund 1,788.91 5.78 NA NA 8.63 25-Jun-2024 0.2417 4.06
Motilal Oswal Multi Cap Fund 4,130.34 18.15 NA NA 28.58 18-Jun-2024 0.9319 6.37
Invesco India Midcap Fund 7,801.80 14.95 28.40 28.57 17.16 19-Apr-2007 1.3431 4.60
Helios Financial Services Fund 188.65 14.09 NA NA 13.56 24-Jun-2024 0.4649 4.12
Invesco India Large & Mid Cap Fund 8,007.10 12.94 25.65 24.42 13.79 09-Aug-2007 1.3059 4.24
Motilal Oswal Large Cap Fund 2,636.51 12.80 NA NA 24.23 06-Feb-2024 1.3383 3.76
WhiteOak Capital Special Opportunities Fund 1,092.96 11.50 NA NA 23.83 04-Jun-2024 0.5333 5.06
Bandhan Financial Services Fund 1,057.98 11.36 NA NA 20.59 28-Jul-2023 1.0809 3.85
Sundaram Services Fund 4,366.51 10.51 18.09 24.73 19.89 21-Sep-2018 1.0518 3.62
HDFC Focused Fund 21,456.24 9.98 22.83 27.44 16.23 17-Sep-2004 1.6191 2.93
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