Sundaram Business Cycle Fund Regular Plan IDCW Payout
Category: Equity: Thematic-Others
Launch Date: 25-06-2024
AUM:
₹ 1,755.29 Cr
Expense Ratio
2.03%
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 | - | - | - |
| NIFTY 500 TRI | 4.85 | 21.97 | 24.42 |
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
10.8067
Last change
0.07 (0.6033%)
Fund Size (AUM)
₹ 1,755.29 Cr
Performance
7.92% (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 | 14.4 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.37 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 4.99 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.57 |
| ZOMATO LIMITED EQ | 4.12 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.88 |
| AMBER ENTERPRISES INDIA LIMITED EQ | 3.18 |
| Sapphire Foods India Limited | 2.97 |
| AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/- | 2.45 |
| AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.44 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 15.38 |
| Financial Services | 13.41 |
| Consumer Services | 13.37 |
| Automobile and Auto Components | 9.71 |
| Capital Goods | 7.86 |
| Information Technology | 5.52 |
| Telecommunication | 5.37 |
| Consumer Durables | 5.11 |
| Construction | 4.57 |
| Oil, Gas & Consumable Fuels | 3.88 |