Sundaram Business Cycle Fund Regular - IDCW
NAV as of Jul 01, 2024
10.010.04%
(Earn upto 0.00% Extra Returns with Direct Plan)
Fund Category:
Equity: Thematic
Fund Size:
Rs. 0.00 Cr(0.00% of Investment in Category)
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Sundaram Business Cycle Fund Regular - IDCW
NAV as of Jul 01, 2024
10.010.04%
Fund Size:
Rs. 0.00 Cr
Fund Category:
Equity: Thematic
Sundaram Business Cycle Fund Regular - IDCW Fund Key Highlights
Fund Key Highlights not available for this fund
Sundaram Business Cycle Fund Regular - IDCW Returns
Trailing Returns
Rolling Returns
Discrete Period
SIP Returns
1M 3M 6M 1Y 3Y 5Y Annualized Returns - - - - - - Category Avg 8.17 14.37 22.65 47.48 21.79 21.23 Rank within Category - - - - - - No. of funds within Category 90 83 76 61 27 18 - Loading...
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Return Comparison
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Sundaram Business Cycle Fund Regular - IDCW Fund Details
Investment Objective - The scheme seeks 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 House | Sundaram Mutual Fund |
| Launch Date | Jun 25, 2024 |
| Benchmark | NIFTY 500 Total Return Index |
| Return Since Launch | 0.13% |
| Riskometer | Very High |
| Type | Open-ended |
| Risk Grade | - |
| Return Grade | - |
Sundaram Business Cycle Fund Regular - IDCW Investment Details
| Minimum Investment (Rs.) | 100.00 |
| Minimum Additional Investment (Rs.) | 100.00 |
| Minimum SIP Investment (Rs.) | 100.00 |
| Minimum Withdrawal (Rs.) | 100.00 |
| Exit Load Exit load of 1%, if redeemed within 365 days. | |
Portfolio Allocation
Asset Allocation
Asset Allocation History
Sector Allocation
Market Cap Allocation
Concentration & Valuation Analysis
Concentration & Valuation Analysis not available for this fund
Top Stock Holdings
Sector Holdings in MF
Top Stock Holdings data not available for this fund
Peer Comparison
Cumulative Returns
SIP returns
Discrete Returns
Quant Measures
Asset Allocation
Scheme Name NAV(Rs./Unit) Scheme Rating AUM(Rs. Cr) 1M 1Y 3Y 5Y Sundaram Business Cycle Fund Regular - IDCW 10.01 Unrated 0.00 - - - - DSP Nifty Midcap 150 Quality 50 Index Fund Regular - IDCW 14.58 Unrated 244.58 9.77 41.64 - - Nippon India Innovation Fund Regular - IDCW 14.01 Unrated 1,560.73 10.51 - - - Nippon India Quant Fund Retail-IDCW 35.79 Unrated 64.87 6.24 43.82 23.23 21.18 HDFC Manufacturing Fund Regular - IDCW 10.73 Unrated 10,345.66 6.00 - - -
Risk Ratios
Ratios are calculated using the calendar month returns for the last 3 years
Risk Ratio data not available for this fund
Sundaram Mutual Fund News
- Industry campaigns like 'Mutual Funds Sahi Hai' key to SIP growth: Sunil Subramaniam
- These 6 mid cap mutual funds turn Rs 5 lakh lumpsum investment into Rs 1 crore in 20 years
- Best corporate bond mutual funds to invest in June 2024
- Sunil Subramaniam of Sundaram Mutual Fund retires, Anand Radhakrishnan takes over as MD
Fund Manager
- D.S.Dwijendra SrivastavaSince Jun 202410 schemes
- B.S.Bharath S.Since Jun 20245 schemes
- S.A.Sandeep AgarwalSince Jun 20241 schemes
- R.V.Ratish VarierSince Jun 20243 schemes
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Sundaram Multi Asset Allocation Fund Regular - IDCW Multi Asset Allocation 11.10 Unrated 2,181.68 - Sundaram Flexi Cap Fund Regular - IDCW Flexi Cap 13.81 Unrated 2,064.78 27.80 Sundaram Long Term Tax Advantage Fund Series IV Regular-IDCW ELSS 29.57 Unrated 23.85 43.02 Sundaram Long Term Tax Advantage Fund Series III Regular-IDCW ELSS 26.46 Unrated 35.97 43.25 Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular-IDCW ELSS 25.39 Unrated 40.47 43.75 Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-IDCW ELSS 26.18 Unrated 32.49 43.89 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular-IDCW ELSS 27.22 Unrated 38.56 43.33 Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular-IDCW ELSS 28.93 Unrated 82.11 43.49 Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW ELSS 26.63 Unrated 12.66 30.02 Sundaram Long Term Tax Advantage Fund Series I Regular-IDCW ELSS 25.10 Unrated 19.63 29.07 Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Sundaram Large Cap Fund Regular-IDCW Large Cap 17.56 3,376.64 27.09 Sundaram Mid Cap Fund Regular-IDCW Mid Cap 68.39 11,017.41 55.18 Sundaram Large and Mid Cap Fund-IDCW Large & MidCap 32.33 6,451.55 38.86 Sundaram Flexi Cap Fund Regular - IDCW Flexi Cap 13.81 Unrated 2,064.78 27.80 Sundaram Multi Asset Allocation Fund Regular - IDCW Multi Asset Allocation 11.10 Unrated 2,181.68 - Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Sundaram Multi Asset Allocation Fund Regular - IDCW Multi Asset Allocation 11.10 Unrated 2,181.68 - Mr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Sundaram Mid Cap Fund Regular-IDCW Mid Cap 68.39 11,017.41 55.18 Sundaram Consumption Fund Regular-IDCW Thematic-Consumption 29.75 1,393.03 32.69 Sundaram Infrastructure Advantage Fund Regular-IDCW Sectoral-Infrastructure 63.91 998.37 61.87
More Sundaram Mutual Fund
| Scheme Name | Rating | Asset Size(Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular-Growth | 11,017.41 | 7.11 | 19.78 | 23.01 | 56.74 | 27.24 | |
| Sundaram Large and Mid Cap Fund-Growth | 6,451.55 | 5.97 | 15.99 | 17.55 | 38.53 | 19.59 | |
| Sundaram Liquid-Growth | 5,651.16 | 0.60 | 1.86 | 3.71 | 7.24 | 5.68 | |
| Sundaram Aggressive Hybrid Fund-Growth | 4,643.67 | 4.51 | 8.39 | 13.15 | 27.19 | 14.57 | |
| Sundaram Large Cap Fund Regular - Growth | 3,376.64 | 4.31 | 6.42 | 10.67 | 27.23 | 15.34 | |
| Sundaram Services Fund Regular - Growth | 3,358.02 | 6.86 | 10.12 | 9.05 | 30.63 | 19.31 | |
| Sundaram Small Cap Fund Regular-Growth | 3,108.53 | 6.49 | 17.94 | 14.81 | 45.81 | 26.28 | |
| Sundaram Multi Cap Fund-Growth | 2,566.75 | 5.72 | 15.72 | 16.01 | 41.82 | 20.61 | |
| Sundaram Multi Asset Allocation Fund Regular - Growth | 2,181.68 | 2.08 | 7.31 | - | - | - | |
| Sundaram Flexi Cap Fund Regular - Growth | 2,064.78 | 4.66 | 9.59 | 10.54 | 27.78 | - |
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About Fund
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