Sundaram Business Cycle Fund Regular Plan Growth

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NAV
₹ 10.682 ₹ -0.05 (-0.5 %)
as on 06-09-2024
Asset Size (AUM)
0 Cr
Launch Date
Jun 25, 2024
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.
Minimum Investment 0.0
Minimum Top-up 0.0
Investment Returns Since Launch in Jun 25, 2024
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6.68

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.08%
Volatility
0.0 %
Fund House
Sundaram Mutual Fund
Fund Manager
Bharath S, Ratish Varier, Dwijendra Srivastava, Sandeep Agarwal
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 0.0 (plus in multiples of Rs. 0.0)

Entry Load
Not applicable
Exit Load
W.E.F Jun 25, 2024 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
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 06-09-2024

Yearly Performance (%)

Investment Returns Calculator
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.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 0.0 0.0 0.0 0.0 0.0
HDFC Defence Fund - Growth Option 05-06-2023 79.97 0.0 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 63.22 44.99 28.87 30.1 17.88
Quant Business Cycle Fund - Growth Option - Regular Plan 30-05-2023 56.82 0.0 0.0 0.0 0.0
ICICI Prudential Innovation Fund - Growth 05-04-2023 52.19 0.0 0.0 0.0 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 49.56 32.14 24.56 25.03 15.38
HDFC Housing Opportunities Fund - Growth Option 06-12-2017 46.45 34.31 23.3 22.41 0.0
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 05-09-2021 43.86 28.29 0.0 0.0 0.0
Nippon India Innovation Fund-Regular Plan-Growth Option 29-08-2023 43.74 0.0 0.0 0.0 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 43.66 34.82 29.69 29.93 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings