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 (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,808.48 Cr As on 30-09-2025(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. |
11.167
0.04 (0.3483%)
8.63%
Benchmark: 12.51%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.
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 | 3.1 | - | - | - | - |
| Motilal Oswal Business Cycle Fund-Regular Plan-Growth | 27-08-2024 | 14.33 | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 8.4 | 25.07 | 23.71 | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 4.96 | 21.22 | 18.35 | - | - |
| Bandhan Business Cycle Fund - Regular Plan - Growth | 01-09-2024 | 2.56 | - | - | - | - |
| HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 1.43 | 15.87 | - | - | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 0.54 | 18.33 | - | - | - |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | -0.39 | 16.86 | 14.78 | - | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | -0.52 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | -3.32 | 22.97 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
38.2%
Others
1.38%
Large Cap
47.46%
Mid Cap
12.93%
