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Sundaram Business Cycle Fund-Reg(G)
Scheme Returns
4.82%
Category Returns
4.77%
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) | -0.73 | -0.38 | 4.82 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 8.48 |
| Equity - Thematic Fund - Other | -12.76 | -11.77 | 4.77 | -2.51 | 24.47 | 17.28 | 20.48 | 19.94 | 18.49 |
* 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.
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AMC
Sundaram Asset Management Company Limited
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Fund
Sundaram Mutual Fund
Snapshot
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Inception Date
25-Jun-2024
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
133,104.59
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Scheme Plan
--
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Scheme Class
Equity - Thematic Fund - Other
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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.
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Scheme Type
Open ended scheme
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Min. Investment
₹100
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Exit Load
1
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Latest NAV
10.6819
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Fund Manager
Mr. Ratish Varier
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Fund Manager Profile
--
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Fund Information
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AMC
Sundaram Asset Management Company Limited
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Address
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
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Phone
+91 (22) 28583362/3367
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Fax
+91 (22) 22858 3156
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Email
customerservices@sundarammutual.com
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Website
www.sundarammutual.com
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032
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Phone
(040) 23312454 23320751 23320752
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Fax
(040) 23311968
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Email
customercare@karvy.com
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Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| TREPS | 19498.82 | 12.58 |
| Larsen & Toubro Ltd | 8167.93 | 5.27 |
| Bharti Airtel Ltd | 7922.77 | 5.11 |
| Kotak Mahindra Bank Ltd | 6891.64 | 4.45 |
| Zomato Ltd | 5934.01 | 3.83 |
| Amber Enterprises India Ltd | 5915.87 | 3.82 |
| Reliance Industries Ltd | 5891.88 | 3.8 |
| Sundaram Liquid Fund - Direct Growth | 5003.51 | 3.23 |
| Sapphire Foods India Ltd | 4653.41 | 3 |
| Jubilant Foodworks Ltd | 4177.4 | 2.7 |
| Multi Commodity Exchange of India Ltd | 3977.61 | 2.57 |
| 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) | 3497.77 | 2.26 |
| Kirlosakar Pneumatic Company Ltd | 3470.01 | 2.24 |
| HDFC Life Insurance Company Ltd | 3463.11 | 2.23 |
| Narayana Hrudayalaya Ltd | 3442.71 | 2.22 |
| SKF India Ltd | 3385.51 | 2.18 |
| Affle (India) Ltd | 3383.08 | 2.18 |
| Hindalco Industries Ltd | 3250.89 | 2.1 |
| Titan Company Ltd | 3108.94 | 2.01 |
| Tata Motors Ltd | 3046.89 | 1.97 |
| Bajaj Auto Ltd | 2785.44 | 1.8 |
| Amara Raja Energy & Mobility Ltd | 2778.17 | 1.79 |
| Rate Gain Travel Technologies Ltd | 2747.31 | 1.77 |
| PB Fintech Ltd | 2696.36 | 1.74 |
| Delhivery Ltd | 2686.22 | 1.73 |
| Computer Age Management Services Ltd | 2535.86 | 1.64 |
| United Breweries Ltd | 2385.48 | 1.54 |
| Cyient Ltd | 2377.03 | 1.53 |
| United Spirits Ltd | 2218.4 | 1.43 |
| FSN E–Commerce Ventures Ltd(NYKAA) | 2027.33 | 1.31 |
| Bharat Electronics Ltd | 1930.61 | 1.25 |
| Craftsman Automation Ltd | 1913.16 | 1.23 |
| Deepak Nitrite Ltd | 1816.38 | 1.17 |
| Ola Electric Mobility Ltd | 1627.11 | 1.05 |
| S.J.S. Enterprises Ltd | 1545.68 | 1 |
| Praj Industries Ltd | 1506.19 | 0.97 |
| Dr Lal Path Labs Ltd | 1490.49 | 0.96 |
| Premier Energies Ltd | 1376.47 | 0.89 |
| Graphite India Ltd | 1363.54 | 0.88 |
| Metropolis Healthcare Ltd | 1313.61 | 0.85 |
| Bosch Ltd | 1280.11 | 0.83 |
| Cello World Ltd | 1236.77 | 0.8 |
| Electronics Mart India Ltd | 1131.21 | 0.73 |
| Suzlon Energy Ltd | 962.74 | 0.62 |
| Safari Industries (India) Ltd | 674.38 | 0.44 |
| Greaves Cotton Ltd | 574.94 | 0.37 |
| Cash and Other Net Current Assets | -111.12 | -0.07 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| Miscellaneous | 12.58% |
| Automobile & Ancillaries | 12.22% |
| IT | 7.23% |
| FMCG | 6.93% |
| Capital Goods | 5.96% |
| Retailing | 5.87% |
| Infrastructure | 5.27% |
| Telecom | 5.11% |
| Finance | 4.82% |
| Bank | 4.45% |
| Healthcare | 4.03% |
| Consumer Durables | 3.82% |
| Crude Oil | 3.8% |
| Alcohol | 2.97% |
| Insurance | 2.23% |
| Non - Ferrous Metals | 2.1% |
| Diamond & Jewellery | 2.01% |
| Logistics | 1.73% |
| Business Services | 1.64% |
| Chemicals | 1.17% |
| Electricals | 0.89% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 491.32 | 9.72 | 5.51 | 18.87 | 44 | 0 |
| Franklin India Opportunities Fund - Growth | 681.73 | 5.77 | -0.76 | 6.42 | 40.16 | 28.72 |
| HSBC Business Cycles Fund - Regular Growth | 566.37 | 6.93 | 1.05 | 8.74 | 39.75 | 25.47 |
| Invesco India PSU Equity Fund - Growth | 431.9 | 3.54 | -2.85 | -7.55 | 32.3 | 34.32 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | 627.43 | 3.71 | -3.48 | 4.14 | 31.6 | 19.4 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 1627.66 | 4.88 | -1.74 | 6.03 | 31.17 | 18.41 |
| Axis Innovation Fund - Regular Plan - Growth Option | 1359.02 | 4.8 | -1.68 | 7.44 | 31.17 | 12.36 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 463.85 | 3.46 | -5.46 | 3 | 30.87 | 0 |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 411.94 | 10.11 | 6.33 | 14.59 | 29.96 | 0 |
| ICICI Prudential Manufacturing Fund - Cumulative Option | 717.63 | 2.46 | -4.92 | -3.95 | 28.28 | 26.6 |
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 | 5.63 | -1.02 | 10.24 | 35.02 | 26.01 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12713.29 | 5.63 | -1.02 | 10.24 | 35.02 | 26.01 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12465.38 | 5.63 | -1.02 | 10.24 | 35.02 | 26.01 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12425.29 | 5.63 | -1.02 | 10.24 | 35.02 | 26.01 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12350.49 | 5.63 | -1.02 | 10.24 | 35.02 | 26.01 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 11820.86 | 5.63 | -1.02 | 10.24 | 35.02 | 26.01 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 11017.41 | 5.63 | -1.02 | 10.24 | 35.02 | 26.01 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 10732.06 | 5.63 | -1.02 | 10.24 | 35.02 | 26.01 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 10269.46 | 5.63 | -1.02 | 10.24 | 35.02 | 26.01 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 10262.08 | 5.63 | -1.02 | 10.24 | 35.02 | 26.01 |