FM1 - Mr. Ratish B Varier; FM2 - Mr. S Bharath; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal; FM5 - 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.
Benchmark
NIFTY 500 TRI
Expense Ratio
2.02% As on (31-07-2025)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
1,788.91 Cr As on (31-07-2025)
PERFORMANCE of Sundaram Business Cycle Fund Regular Plan Growth
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
