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Sundaram Business Cycle Fund Regular Plan Growth
Sundaram Business Cycle Fund Regular Plan Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 25-06-2024
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
FM1 - Mr. Ratish B Varier; FM2 - Mr. Dwijendra Srivastava; FM3 - Mr. Sandeep Agarwal; FM4 - Mr. Pathanjali Srinivasan
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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.
Benchmark
NIFTY 500 TRI
Expense Ratio
2.02% As on (31-10-2025)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
1,845 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for Sundaram Business Cycle Fund Regular Plan Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Sundaram Business Cycle Fund Regular Plan Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Business Cycle Fund Regular Plan Growth | - | - | - | - | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Consumer Services | 14.45 |
| Financial Services | 12.55 |
| Automobile and Auto Components | 11.12 |
| Capital Goods | 7.41 |
| Information Technology | 6.98 |
| Telecommunication | 5.93 |
| Consumer Durables | 5.26 |
| Construction | 4.77 |
| Healthcare | 4.49 |
| Fast Moving Consumer Goods | 4.0 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 6.94 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.93 |
| ZOMATO LIMITED EQ | 5.23 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 5.23 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.77 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.63 |
| AMBER ENTERPRISES INDIA LIMITED EQ | 3.56 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.43 |
| HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/- | 2.69 |
| Sapphire Foods India Limited | 2.62 |