Sundaram Business Cycle Fund Regular Plan Growth

arrow-down
NAV
₹ 10.6795 ₹ -0.04 (-0.38 %)
as on 27-05-2025
Asset Size (AUM)
1,678.43 Cr
Launch Date
Jun 25, 2024
Investment Objective
The scheme seeks 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.
Minimum Investment 0.0
Minimum Top-up 0.0
Investment Returns Since Launch in Jun 25, 2024
arrow-up

6.65

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.04%
Volatility
0.0 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM1 - Mr. Ratish B Varier; FM2 - Mr. S Bharath; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal; FM5 - Mr. Pathanjali Srinivasan
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 0.0 (plus in multiples of Rs. 0.0)

Entry Load
Not applicable
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.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 10000
FD₹ 10600
Gold₹ 10800
Nifty₹ 10708
Performance

Scheme Performance (%)

Data as on - 27-05-2025
Created with Highcharts 4.1.4ReturnsSundaram Business Cycle Fund Regular Plan GrowthNIFTY 500 TRIEquity: Thematic-OthersYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesSundaram Business Cycle Fund Regular Plan GrowthNIFTY 500 TRIEquity: Thematic-Others2016201720182019202020212022202320242025-40-200204060
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000123,9523,9527.34
Benchmark110,000113,0903,0905.75
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 0.0 0.0 0.0 0.0 0.0
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 17.99 0.0 0.0 0.0 0.0
Sundaram Services Fund Regular Plan - Growth 21-09-2018 17.86 23.75 21.34 29.28 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 13.89 29.51 26.58 34.05 0.0
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 13.68 27.4 22.64 28.52 13.81
Portfolio Analysis
Portfolio as on 30-04-2025
Sector Allocation
SectorAllocation (%)
N/A16.89
Consumer Services13.89
Financial Services13.43
Automobile and Auto Components9.13
Capital Goods6.74
Telecommunication5.65
Information Technology5.22
Consumer Durables4.89
Construction4.35
Oil, Gas & Consumable Fuels4.02
Healthcare3.72
Fast Moving Consumer Goods3.66
Construction Materials2.4
Metals & Mining1.76
power1.7
Services1.61
Chemicals0.94
Portfolio Holdings
CompanyHoldings (%)
TREPS15.97
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.65
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-5.41
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-4.35
ZOMATO LIMITED EQ4.21
RELIANCE INDUSTRIES LIMITED EQ4.02
AMBER ENTERPRISES INDIA LIMITED EQ3.05
Sapphire Foods India Limited3.03
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/-2.46
HDFC LIFE INSURANCE COMPANY LIMITED EQ2.42
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/-2.4
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-2.28
AMARA RAJA BATTERIES LIMITED EQ NEW FV Re.1/-2.2
PB FINTECH LIMITED EQ NEW FV RS. 2/-2.17
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/-2.02
CYIENT LIMITED EQ NEW FV RS.5/-1.93
TATA MOTORS LIMITED EQ NEW FV RS. 2/-1.82
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-1.76
SKF INDIA LIMITED EQ FV RS.10/-1.72
THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/-1.7
NARAYANA HRUDAYALAYA LIMITED EQ1.68
UNITED BREWERIES LIMITED EQ NEW FV RE.1/-1.64
DELHIVERY LIMITED EQ NEW FV RE.1/-1.61
KIRLOSKAR PNEUMATIC COMPANY LTD. EQ NEW FV RS. 2/-1.58
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-1.57
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.51.5
CRAFTSMAN AUTOMATION LIMITED EQ1.4
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-1.36
GO FASHION (INDIA) LIMITED EQ1.32
CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED EQ1.29
PRUDENT CORPORATE ADVISORY SERVICES LIMITED EQ NEW FV RS.5/-1.24
INDIAN ENERGY EXCHANGE LIMITED EQ NEW FV RS 11.1
COMPUTER AGE MANAGEMENT SERVICES LIMITED EQ1.09
DR. LAL PATHLABS LIMITED EQ NEW FV RS. 10/-1.09
ELECTRONICS MART INDIA LIMITED EQ1.03
RATEGAIN TRAVEL TECHNOLOGIES LIMITED EQ NEW FV RE .1/-1.01
METROPOLIS HEALTHCARE LIMITED EQ NEW FV RS. 2/-0.95
DEEPAK NITRITE LIMITED EQ NEW FV RS. 2/-0.94
Cash and Other Net Current Assets0.91
BOSCH LIMITED EQ NEW FV RS.10/-0.78
PRAJ INDUSTRIES LIMITED EQ NEW FV RS.2/-0.77
S.J.S. ENTERPRISES LIMITED EQ0.74
Ola Electric Mobility Ltd0.69
GRAPHITE INDIA LIMITED NEW EQ RS. 2/-0.68
CELLO WORLD PRIVATE LIMITED EQ NEW FV RS 5/-0.55
JUST DIAL LIMITED EQ0.48
GREAVES COTTON LIMITED EQ NEW F.V. RS.2/-0.42
Sector Allocation
Created with Highcharts 4.1.4Consumer ServicesFinancial ServicesAutomobile and Auto ComponentsCapital GoodsTelecommunicationInformation TechnologyConsumer DurablesConstructionOil, Gas & Consumable FuelsOthers
Portfolio Holdings
Created with Highcharts 4.1.4TREPSBHARTI AIRTEL LIMITED EQ NEW FV RS 5/-KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-ZOMATO LIMITED EQRELIANCE INDUSTRIES LIMITED EQAMBER ENTERPRISES INDIA LIMITED EQSapphire Foods India LimitedJUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/-Others