Sundaram Business Cycle Fund Regular Plan IDCW Payout
Category: Equity: Thematic-Others
Launch Date: 25-06-2024
AUM:
₹ 1,788.91 Cr
Expense Ratio
2.02%
Benchmark
NIFTY 500 TRI
ISIN
INF903JA1LO1
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1 - Mr. Ratish B Varier; FM2 - Mr. S Bharath; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal; FM5 - Mr. Pathanjali Srinivasan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Business Cycle Fund Regular Plan IDCW Payout | 6.05 | - | - |
| NIFTY 500 TRI | 1.07 | 15.48 | 20.99 |
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
10.7938
Last change
-0.02 (-0.2029%)
Fund Size (AUM)
₹ 1,788.91 Cr
Performance
6.84% (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.
Fund Manager
FM1 - Mr. Ratish B Varier; FM2 - Mr. S Bharath; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal; FM5 - Mr. Pathanjali Srinivasan
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 9.23 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.44 |
| ZOMATO LIMITED EQ | 5.23 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 5.0 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.44 |
| AMBER ENTERPRISES INDIA LIMITED EQ | 3.69 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.5 |
| Sapphire Foods India Limited | 2.95 |
| AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.71 |
| AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/- | 2.58 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Services | 14.49 |
| Financial Services | 12.26 |
| Automobile and Auto Components | 10.64 |
| Capital Goods | 7.82 |
| Information Technology | 6.81 |
| Telecommunication | 5.44 |
| Consumer Durables | 5.07 |
| Healthcare | 4.72 |
| Construction | 4.44 |
| Fast Moving Consumer Goods | 3.78 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Business Cycle Fund Reg IDCW Pay | 0.0 |
| Sundaram Services Reg Gr | 24.92 |
| HDFC Defence Fund Gr | 0.0 |
| ICICI Pru Exports & Services Gr | 23.93 |
| ICICI Pru Commodities Gr | 30.57 |
| ICICI Pru India Opportunities Cum | 30.22 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| Franklin India Opportunities Gr | 29.08 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 20.26 |
| SBI COMMA Fund Reg PLAN Gr | 20.48 |