loader2
NRI
  • Mutual Fund
  • Sundaram Business Cycle Fund - Regular (G)

Apr 16, 2025

Category

Equity

AUM (Cr.)

1,604.63

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

2.07

Sharpe Ratio

1.20

Beta Ratio

0.00

Fund Manager

Ratish Varier

Inception Date

Jun 25, 2024

Risk Level

Very High

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.

Invest Now
Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Business Cycle Fund - Regular (G) 5.75 -7.81 0 0 0 1.27
Benchmark - Nifty 500 TRI 5.48 -10.05 4.92 13.14 24.95 0
Category Average - BEST EQUITY PERFORMERS 5.65 -11.29 6.2 15.58 25.06 9.93
Category Rank 7/10 7/10 6/10 7/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Aditya Birla SL Business Cycle Fund (G) 13.7900 2.53 5.51 11.20 0.00 1,687.96 2.15 500.00 invest
AXIS Innovation Fund (IDCW) 15.1200 2.51 4.98 9.90 0.00 1,091.24 2.27 100.00 invest
Aditya Birla SL Business Cycle Fund (IDCW) 12.8400 2.47 5.47 11.18 0.00 1,687.96 2.15 500.00 invest
AXIS Innovation Fund (G) 16.6100 2.47 4.93 9.88 0.00 1,091.24 2.27 100.00 invest
Nippon India Taiwan Equity Fund (IDCW) 9.0125 -3.07 -12.28 1.77 0.00 275.04 2.44 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Reverse Repo-TREPS Mar 31, 2025 251.09 15.65 1.27
Equity-Bharti Airtel Mar 31, 2025 88.09 5.49 12.88
Equity-Kotak Mah. Bank Mar 31, 2025 87.70 5.47 14.10
Equity-Larsen & Toubro Mar 31, 2025 67.89 4.23 10.38
Equity-Eternal Ltd Mar 31, 2025 61.27 3.82 -6.85
Equity-Reliance Industr Mar 31, 2025 61.22 3.82 6.25
Equity-Amber Enterp. Mar 31, 2025 59.98 3.74 28.11
Equity-Sapphire Foods Mar 31, 2025 45.70 2.85 -5.09
Equity-HDFC Life Insur. Mar 31, 2025 41.56 2.59 12.69
Equity-Ambuja Cements Mar 31, 2025 40.19 2.50 15.79

latest news

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 19 March 2025 as the record date for the...

Mar 17, 2025 10:52

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 March 2025 as the record date for the...

Mar 13, 2025 12:33

Sundaram Mutual Fund announces IDCW under its schemes

Sundaram Mutual Fund has announced 11 March 2025 as the record date for the...

Mar 07, 2025 10:10

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...

Feb 13, 2025 09:22

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...

Jan 14, 2025 09:20

Sundaram MF announces change in Fund Manager of the following scheme

Sundaram Mutual Fund has announced change in Fund Managers of the following...

Dec 18, 2024 12:30

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Business Cycle Fund - Regular (G)
Contact Persone : Ratish Varier
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : customerservices:sundarammutual.com
Website : www.sundarammutual.com