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  • Mutual Fund
  • Sundaram Business Cycle Fund - Regular (IDCW) RI

Jun 18, 2025

Category

Equity

AUM (Cr.)

1,756.07

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

2.03

Sharpe Ratio

4.75

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.

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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 (IDCW) RI 0.98 -1.27 0 0 0 7.88
Benchmark - Nifty 500 TRI 0.65 -0.07 4.36 22.06 24.33 0
Category Average - BEST EQUITY PERFORMERS 1.07 -2.08 3.22 24.1 24.67 12.65
Category Rank 5/10 7/10 6/10 8/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Japan Equity Fund (G) 20.1527 0.79 15.37 13.83 7.37 272.09 2.45 5,000.00 invest
Nippon India Japan Equity Fund (Bonus) 20.1527 0.79 15.37 13.83 7.37 272.09 2.45 5,000.00 invest
Nippon India Japan Equity Fund (IDCW) 20.1527 0.79 15.37 13.83 7.37 272.09 2.45 5,000.00 invest
Quant Consumption Fund - Regular (IDCW) 10.1716 0.70 -8.07 0.00 0.00 274.01 2.42 5,000.00 invest
Samco Special Opportunities Fund - Regular (G) 8.4800 -0.93 -19.01 0.00 0.00 161.74 2.41 5,000.00 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
Equity-Ambuja Cements May 31, 2025 43.09 2.45 7.23
Equity-Larsen & Toubro May 31, 2025 80.26 4.57 18.23
Equity-Reliance Industr May 31, 2025 68.22 3.88 11.43
Equity-Kotak Mah. Bank May 31, 2025 87.69 4.99 -0.01
Equity-Bharti Airtel May 31, 2025 94.33 5.37 7.08
Equity-Eternal Ltd May 31, 2025 72.39 4.12 18.15
Equity-Sapphire Foods May 31, 2025 52.15 2.97 14.12
Equity-Affle 3i May 31, 2025 42.91 2.44 15.11
Equity-Amber Enterp. May 31, 2025 55.90 3.18 -6.80
Reverse Repo-TREPS May 31, 2025 252.81 14.40 0.68

latest news

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

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

Jun 17, 2025 09:28

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

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

Jun 13, 2025 09:41

Sundaram Mutual Fund announces change in fund manager under its schemes

Sundaram Mutual Fund has announced change in fund manager under the followi...

May 31, 2025 14:03

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

Sundaram Mutual Fund has announced 16 May 2025 as the record date for the d...

May 16, 2025 09:27

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

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Business Cycle Fund - Regular (IDCW) RI
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