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Dec 12, 2025


Category

Equity

AUM (Cr.)

1,819.91

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

2.02

Sharpe Ratio

2.30

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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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) -1.22 0.76 -0.41 0 0 5.69
Benchmark - Nifty 500 TRI -0.45 3.56 3.05 15.54 17.45 0
Category Average - BEST EQUITY PERFORMERS -0.89 3.44 0.75 17.96 18.77 11.74
Category Rank 6/10 3/10 4/10 6/10 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) 22.8294 2.10 18.07 16.27 7.34 289.88 2.45 5,000.00 invest
Nippon India Japan Equity Fund (IDCW) 22.8294 2.10 18.07 16.27 7.34 289.88 2.45 5,000.00 invest
Nippon India Japan Equity Fund (Bonus) 22.8294 2.10 18.07 16.27 7.34 289.88 2.45 5,000.00 invest
DSP Natural Resources & New Energy Fund (IDCW) 30.9910 1.90 6.29 15.86 19.93 1,467.22 2.06 100.00 invest
ICICI Pru Bharat Consumption Fund - Reg (IDCW) 15.7700 -9.83 1.50 16.09 17.06 3,258.26 1.99 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
Reverse Repo-TREPS Nov 30, 2025 133.76 7.35 4.49
Equity-Bharti Airtel Nov 30, 2025 111.87 6.15 2.29
Equity-Kotak Mah. Bank Nov 30, 2025 102.13 5.61 5.88
Equity-Eternal Ltd Nov 30, 2025 91.16 5.01 -5.55
Equity-Larsen & Toubro Nov 30, 2025 88.88 4.88 0.96
Equity-Reliance Industr Nov 30, 2025 70.54 3.88 5.46
Equity-M & M Nov 30, 2025 58.86 3.23 -7.08
Equity-Amber Enterp. Nov 30, 2025 53.14 2.92 -19.16
Indian Mutual Funds-Sundaram Liquid Fund - Direct Nov 30, 2025 50.02 2.75 0.00
Equity-Hindalco Inds. Nov 30, 2025 47.24 2.60 -4.65

latest news

Sundaram Prudential MF announces Income Distribution cum Capital Withdrawal (IDCW) under three schemes

Sundaram Mutual Fund has announced 12 December 2025 as the record date for ...

Dec 11, 2025 08:32

Sundaram Mutual Fund announces change in fund manager under its schemes

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

Dec 11, 2025 08:14

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

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

Nov 13, 2025 10:19

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

Sundaram Mutual Fund has announced 30 October 2025 as the record date for d...

Oct 28, 2025 10:40

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

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

Oct 15, 2025 10:20

Sundaram Mutual Fund announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its scheme

Sundaram Mutual Fund has announced 03 October 2025 as the record date for d...

Sep 30, 2025 12:18

SCHEME DETAILS

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