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  • Sundaram Business Cycle Fund Regular Plan Growth

Sundaram Business Cycle Fund Regular Plan Growth

Category: Equity: Thematic-Others
Launch Date: 25-06-2024
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.11% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 0.0
Minimum Topup: 0.0
Total Assets: 1,605 Cr As on (31-03-2025)
Turn over:
NAV (₹): 10.2504 ₹ -0.17 ( -1.6604%)
as on 25-04-2025
CAGR Since Inception - 2.37%
NIFTY 500 TRI - 12.45%

Fund Managers

Bharath S, Ratish Varier, Dwijendra Srivastava, Sandeep Agarwal


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.

PERFORMANCE of Sundaram Business Cycle Fund Regular Plan Growth

Scheme Performance (%) Data as on - 25-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Business Cycle Fund Regular Plan Growth - - - - 2.37
NIFTY 500 TRI 8.03 15.29 25.48 13.76 12.45
Equity: Thematic-Others 4.61 16.68 27.39 13.25 8.35

RETURNS CALCULATOR for Sundaram Business Cycle Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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 - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Business Cycle Fund Reg Gr 25-06-2024 0.0 0.0 0.0 0.0 0.0
Sundaram Services Reg Gr 21-09-2018 16.56 25.72 17.49 28.51 0.0
ICICI Pru Exports & Services Gr 01-11-2005 13.86 28.11 19.85 28.12 13.96
ICICI Prudential Innovation Fund Gr 05-04-2023 13.54 0.0 0.0 0.0 0.0
ICICI Pru India Opportunities Cum 05-01-2019 12.45 30.75 23.17 34.56 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 11.07 22.99 0.0 0.0 0.0
Kotak Pioneer Fund Reg Gr 31-10-2019 10.98 27.02 17.48 27.98 0.0
Franklin India Opportunities Gr 05-02-2000 9.89 38.97 29.28 32.61 15.46
ICICI Pru Business Cycle Fund Gr 05-01-2021 9.88 29.04 20.78 0.0 0.0
Union Innovation & Opportunities Fund Reg Gr 06-09-2023 9.71 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Business Cycle Fund Regular Plan Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)