Sundaram Business Cycle Fund Regular Plan Growth
Fund House: Sundaram Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 25-06-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.02% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,829.9 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: - | Exit Load: 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; Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis. |
11.0185
-0.07 (-0.6534%)
9.44%
Benchmark: 12.54%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
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 | 9.35 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 6.52 | 20.55 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 6.37 | 24.38 | 24.45 | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 4.71 | 25.58 | 25.98 | 27.37 | 13.04 |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 1.4 | 16.15 | 17.15 | - | - |
| HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 0.97 | 15.42 | - | - | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 0.79 | 19.05 | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | -2.49 | - | - | - | - |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | -2.58 | 20.64 | 23.48 | - | - |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | -3.15 | 18.58 | 19.67 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
37.44%
Others
9.92%
Large Cap
40.55%
Mid Cap
12.1%
