Sundaram Business Cycle Fund Regular Plan Growth
Fund House: Sundaram Mutual Fund
Category: Equity: Thematic-Others
Status: Open Ended Schemes
Launch Date: 25-06-2024
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: NIFTY 500 TRI
Total Assets: 1755.29 As on (30-05-2025)
Expense Ratio: 2.03% As on (31-05-2025)
Turn over: 81.00% | Exit Load: 1% - For redemption or withdrawal by way of SWP within 365 days from the date of allotment; NIL - For redemption or withdrawal by way of SWP after 365 days from the date of allotment; Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.
NAV as on 11-06-2025
10.9009
-0.0346
CAGR Since Inception
8.86%
NIFTY 500 TRI 12.59%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Business Cycle Fund Regular Plan Growth | - | - | - | - | 8.86 |
| NIFTY 500 TRI | 8.0 | 20.34 | 24.25 | 14.57 | 12.59 |
| Equity: Thematic-Others | 7.12 | 21.73 | 26.71 | 14.21 | 13.68 |
Funds Manager
FM1 - Mr. Ratish B Varier; FM2 - Mr. S Bharath; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal; FM5 - Mr. Pathanjali Srinivasan
RETURNS CALCULATORS for Sundaram Business Cycle Fund Regular Plan Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Business Cycle Fund Regular Plan Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Sundaram Business Cycle Fund Regular Plan Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Bandhan Innovation Fund Reg Gr | 30-04-2024 | 20.24 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 19.59 | 24.44 | 22.5 | 27.5 | 0.0 |
| WhiteOak Capital Special Opportunities Reg Gr | 04-06-2024 | 19.47 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Defence Fund Gr | 02-06-2023 | 18.14 | 58.6 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 13.84 | 27.7 | 23.46 | 26.71 | 14.41 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 13.5 | 29.46 | 26.83 | 32.63 | 0.0 |
| Union Innovation & Opportunities Fund Reg Gr | 06-09-2023 | 13.43 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 11.52 | 22.83 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 10.74 | 28.47 | 27.31 | 29.22 | 14.17 |
Asset Allocation (%)
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-Others | - | - | - | - | - | - |