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Sundaram Business Cycle Fund Regular Plan Growth

Category: Equity: Thematic-Business-Cycle Launch Date: 25-06-2024
AUM:

₹ 1,576.42 Cr

Expense Ratio

2.06%

Benchmark

NIFTY 500 TRI

ISIN

INF903JA1LN3

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

Madanagopal Ramu, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Sundaram Business Cycle Fund Regular Plan Growth -3.77 - -
NIFTY 500 TRI -0.49 13.47 12.04
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
10.3811
Last change
-0.04 (-0.3805%)
Fund Size (AUM)
₹ 1,576.42 Cr
Performance
1.87% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Madanagopal Ramu, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/- 4.13
ZOMATO LIMITED EQ 4.02
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- 3.68
Shriram Finance Limited 3.61
MTAR TECHNOLOGIES LIMITED EQ 3.54
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 3.47
STATE BANK OF INDIA EQ NEW RE. 1/- 3.39
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/- 3.19
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- 3.12
POLYCAB INDIA LIMITED EQ 3.1

Sector Allocation

Sector Holdings (%)
Financial Services 27.49
Capital Goods 12.62
Consumer Services 12.31
Information Technology 10.05
Services 6.12
Automobile and Auto Components 6.07
Healthcare 3.71
Fast Moving Consumer Goods 3.68
Construction 3.47
Construction Materials 2.92

Peer Comparison

Scheme Name 5Y (%)
Sundaram Business Cycle Fund Reg Gr 0.0