₹ 1,576.42 Cr
2.06%
NIFTY 500 TRI
INF903JA1LO1
100.0
100.0
100
Madanagopal Ramu, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Business Cycle Fund Regular Plan IDCW Payout | -3.77 | - | - |
| NIFTY 500 TRI | -0.49 | 13.47 | 12.04 |
Equity
Debt
Others
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.
| 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 | 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 |
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Business Cycle Fund Reg IDCW Pay | 0.0 |