07 Aug, EOD - Indian

SENSEX 80623.26 (0.10)

Nifty Next 50 66338.1 (0.24)

Nifty Pharma 21684.8 (0.75)

Nifty IT 34726.8 (0.87)

Nifty Smallcap 100 17692.65 (0.17)

Nifty 50 24596.15 (0.09)

Nifty Bank 55521.15 (0.20)

Nifty Midcap 100 56938.3 (0.33)

07 Aug, EOD - Global

NIKKEI 225 41780.37 (1.76)

HANG SENG 25081.63 (0.69)

S&P 6395 (0.26)

Login/Signup
Careers

Fund Overview

Sundaram Business Cycle Fund - Regular (G)

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

Nav (₹)

10.79

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
img
Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram Business Cycle Fund - Regular (G) 5.24 5.00 7.41 NA NA NA 6.81
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.07 Lakh

10,000 investment Grown to 1.23 Lakh

1Lakh investment Grown to 0.63 Lakh

img
Key Parameters
AUM(₹ Cr.) 1,830
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 30 06 25 )
Company Asset No.of shares Value (₹ in Cr)
Bharti Airtel Equity 508213 102.13
Kotak Mah. Bank Equity 443415 95.93
Eternal Ltd Equity 3037687 80.24
Larsen & Toubro Equity 218399 80.15
Reliance Industr Equity 480134 72.05
Amber Enterp. Equity 86113 58.29
Sapphire Foods Equity 1667730 54.83
Affle 3i Equity 247262 49.41
Ambuja Cements Equity 778529 44.96
HDFC Life Insur. Equity 546537 44.50
M & M Equity 135506 43.13
Jubilant Food. Equity 604375 42.42
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 1,829.90 7.41 NA NA 6.81 25-Jun-2024 0.3336 4.18
Motilal Oswal Multi Cap Fund 3,991.40 24.58 NA NA 29.10 18-Jun-2024 0.9997 6.59
Invesco India Midcap Fund 7,405.92 17.20 27.70 28.62 17.01 19-Apr-2007 1.4844 4.74
Helios Financial Services Fund 187.55 15.54 NA NA 11.55 24-Jun-2024 0.6246 4.19
Motilal Oswal Large Cap Fund 2,533.92 15.18 NA NA 23.20 06-Feb-2024 1.4549 3.79
Invesco India Large & Mid Cap Fund 7,886.66 14.93 25.07 24.20 13.63 09-Aug-2007 1.4521 4.37
Motilal Oswal Large and Midcap Fund 11,816.30 14.07 27.76 28.34 22.96 17-Oct-2019 1.3875 5.37
WhiteOak Capital Special Opportunities Fund 1,041.66 13.92 NA NA 22.68 04-Jun-2024 0.6341 5.21
Bandhan Financial Services Fund 1,085.82 13.01 NA NA 19.66 28-Jul-2023 1.2496 3.78
Bandhan Focused Fund 1,946.70 12.40 17.62 17.87 11.76 16-Mar-2006 1.0831 4.21
1 2 3  Next