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Sundaram Business Cycle Fund-Reg(G)

Scheme Returns

6.91%

Category Returns

2.13%

Riskometer

  • Low
  • Low to moderate
  • Moderate
  • Moderately High
  • High
  • Very High

NAV Chart

Trailing Returns

1 Day 1 week 1 Mth 3 Mth 1 Yrs 3 Yrs 4 Yrs 5 Yrs Since Inception
Sundaram Business Cycle Fund-Reg(G) -0.36 -0.35 6.91 -6.77 0.00 0.00 0.00 0.00 0.90
Equity - Thematic Fund - Other -44.64 -8.42 2.13 -8.85 5.58 15.22 16.21 24.89 9.25

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.

  • AMC

    Sundaram Asset Management Company Limited

  • Fund

    Sundaram Mutual Fund

Snapshot

  • Inception Date

    25-Jun-2024

  • Initial Price

    ₹10

  • Entry Load

    --

  • Size of Fund(in Cr.)

    133,104.59

  • Scheme Plan

    --

  • Scheme Class

    Equity - Thematic Fund - Other

  • 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.

  • Scheme Type

    Open ended scheme

  • Min. Investment

    ₹100

  • Exit Load

    1

  • Latest NAV

    10.0901

  • Fund Manager

    Mr. Ratish Varier

  • Fund Manager Profile

    --

  • Fund Information

  • AMC

    Sundaram Asset Management Company Limited

  • Address

    Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

  • Phone

    +91 (22) 28583362/3367

  • Fax

    +91 (22) 22858 3156

  • Email

    customerservices@sundarammutual.com

  • Website

    www.sundarammutual.com

  • Registrar Agent

  • Registrar

    KFin Technologies Limited

  • Address

    Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032

  • Phone

    (040) 23312454 23320751 23320752

  • Fax

    (040) 23311968

  • Email

    customercare@karvy.com

  • Website

    https://mfs.kfintech.com/

Portfolio Details

Allocation
Equity : 81.41
Others : 18.59

Companies - Holding Percentage

Company Market Value hold percentage
TREPS 24793.69 16.79
Bharti Airtel Ltd 7803.89 5.28
Kotak Mahindra Bank Ltd 7686.45 5.2
Zomato Ltd 6577.9 4.45
Larsen & Toubro Ltd 6150.14 4.16
Reliance Industries Ltd 5762.09 3.9
Sapphire Foods India Ltd 4815.45 3.26
Amber Enterprises India Ltd 4681.8 3.17
Amara Raja Energy & Mobility Ltd 3724.07 2.52
HDFC Life Insurance Company Ltd 3687.77 2.5
Jubilant Foodworks Ltd 3619.55 2.45
Ambuja Cements Ltd 3470.84 2.35
PB Fintech Ltd 3221.19 2.18
Hindalco Industries Ltd 3142.65 2.13
Affle (India) Ltd 3096.88 2.1
Narayana Hrudayalaya Ltd 3072.48 2.08
Tata Motors Ltd 2940.76 1.99
Cash and Other Net Current Assets 2663.23 1.8
SKF India Ltd 2660.85 1.8
Cyient Ltd 2506.08 1.7
United Breweries Ltd 2456.63 1.66
TATA Power Company Ltd 2405.81 1.63
Craftsman Automation Ltd 2357.8 1.6
Bharat Electronics Ltd 2337.81 1.58
Kirlosakar Pneumatic Company Ltd 2290.69 1.55
Delhivery Ltd 2209.93 1.5
United Spirits Ltd 2151.71 1.46
Rate Gain Travel Technologies Ltd 1917.91 1.3
FSN E–Commerce Ventures Ltd(NYKAA) 1871.09 1.27
Computer Age Management Services Ltd 1606.31 1.09
Vishal Mega Mart Ltd 1605.92 1.09
Crompton Greaves Consumer Electricals Ltd 1598.71 1.08
Prudent Corporate Advisory Services Ltd 1556.45 1.05
Deepak Nitrite Ltd 1513.22 1.02
Electronics Mart India Ltd 1508.02 1.02
Metropolis Healthcare Ltd 1491.22 1.01
Dr Lal Path Labs Ltd 1441.95 0.98
Praj Industries Ltd 1360.99 0.92
Ola Electric Mobility Ltd 1356.25 0.92
Mahindra & Mahindra Ltd 1292.55 0.88
Bosch Ltd 1187.31 0.8
S.J.S. Enterprises Ltd 1111.47 0.75
Graphite India Ltd 981.65 0.66
Cello World Ltd 929 0.63
Greaves Cotton Ltd 703.07 0.48
Indian Energy Exchange Ltd 358.9 0.24

Sectors - Holding Percentage

Sector hold percentage
Miscellaneous 16.79%
Automobile & Ancillaries 11.74%
Retailing 7.83%
IT 7.27%
FMCG 6.34%
Telecom 5.28%
Bank 5.2%
Capital Goods 4.72%
Consumer Durables 4.25%
Infrastructure 4.16%
Healthcare 4.07%
Crude Oil 3.9%
Alcohol 3.12%
Insurance 2.5%
Construction Materials 2.35%
Non - Ferrous Metals 2.13%
Power 1.87%
Others 1.8%
Logistics 1.5%
Business Services 1.09%
Finance 1.05%
Chemicals 1.02%

Divident Details

Scheme Name Date Dividend (%)
No Data Found

Alternative Funds From Category

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
Franklin India Opportunities Fund - Growth 681.73 6.7 -9.58 -12.39 15.08 27.59
HSBC Business Cycles Fund - Regular Growth 566.37 11.98 -10 -13.06 13.48 20.61
Samco Active Momentum Fund - Regular Plan - Growth Option 411.94 4.54 -7.51 -5.87 12.71 0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 491.32 6.31 -15.91 -14.35 12.04 0
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 627.43 8.86 -9.1 -16.11 8.37 15.34
Kotak Pioneer Fund- Regular Plan- Growth Option 1627.66 4.21 -9.83 -14.19 7.86 15.82
Nippon India Quant Fund -Growth Plan - Growth Option 36.31 7.74 -4.07 -10.69 7.57 18.45
360 ONE QUANT FUND REGULAR GROWTH 59.83 10.32 -3.97 -14.87 7.4 20.93
Canara Robeco Manufacturing Fund - Regular Plan - Growth Option 1123.4 8.37 -11.47 -18.38 7.09 0
Axis Innovation Fund - Regular Plan - Growth Option 1359.02 2.34 -9.83 -14.34 6.61 10.19

Other Funds From - Sundaram Business Cycle Fund-Reg(G)

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
Sundaram Mid Cap Fund Regular Plan - Growth 13129.32 8.36 -9.96 -13.77 12.4 21.66
Sundaram Mid Cap Fund Regular Plan - Growth 12713.29 8.36 -9.96 -13.77 12.4 21.66
Sundaram Mid Cap Fund Regular Plan - Growth 12619.32 8.36 -9.96 -13.77 12.4 21.66
Sundaram Mid Cap Fund Regular Plan - Growth 12465.38 8.36 -9.96 -13.77 12.4 21.66
Sundaram Mid Cap Fund Regular Plan - Growth 12425.29 8.36 -9.96 -13.77 12.4 21.66
Sundaram Mid Cap Fund Regular Plan - Growth 12350.49 8.36 -9.96 -13.77 12.4 21.66
Sundaram Mid Cap Fund Regular Plan - Growth 11820.86 8.36 -9.96 -13.77 12.4 21.66
Sundaram Mid Cap Fund Regular Plan - Growth 11638.05 8.36 -9.96 -13.77 12.4 21.66
Sundaram Mid Cap Fund Regular Plan - Growth 11017.41 8.36 -9.96 -13.77 12.4 21.66
Sundaram Mid Cap Fund Regular Plan - Growth 10732.06 8.36 -9.96 -13.77 12.4 21.66