Sundaram Business Cycle Fund Regular Plan Growth

Category: Equity: Thematic-Others
Launch Date: 25-06-2024
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.03% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 175.53 Cr As on (30-05-2025)
Turn over: -
NAV as on 02-07-2025

11.0302

-0.03 (-0.2638%)

CAGR Since Inception

9.98%

NIFTY 500 TRI 12.6%

PERFORMANCE of Sundaram Business Cycle Fund Regular Plan Growth

Scheme Performance (%)

Data as on - 02-07-2025

Yearly Performance (%)

Fund Managers

FM1 - Mr. Ratish B Varier; FM2 - Mr. S Bharath; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal; FM5 - Mr. Pathanjali Srinivasan

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.

MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
26-06-2024 10.0133 9986.7177 100000 0.0 %
26-07-2024 10.1837 9986.7177 101702 1.7 %
26-08-2024 10.5992 9986.7177 105851 5.85 %
26-09-2024 11.0342 9986.7177 110195 10.2 %
28-10-2024 10.5048 9986.7177 104908 4.91 %
26-11-2024 10.5924 9986.7177 105783 5.78 %
26-12-2024 10.822 9986.7177 108076 8.08 %
27-01-2025 9.9422 9986.7177 99290 -0.71 %
27-02-2025 9.6176 9986.7177 96048 -3.95 %
26-03-2025 10.0462 9986.7177 100329 0.33 %
28-04-2025 10.3168 9986.7177 103031 3.03 %
26-05-2025 10.7202 9986.7177 107060 7.06 %
26-06-2025 11.0273 9986.7177 110127 10.13 %
02-07-2025 11.0302 9986.7177 110155 10.15 %

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.

Market Cap Distribution

Small Cap

36.2%

Others

15.36%

Large Cap

39.48%

Mid Cap

8.94%

Riskometer

riskometer

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 of Sundaram Business Cycle Fund Regular Plan Growth

Amount :
Start :
End :
Period
Data as on - 02-07-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 10.15 0.0 0.0 0.0 0.0
Sundaram Services Fund Regular Plan - Growth 21-09-2018 14.99 23.46 24.33 27.22 0.0
WhiteOak Capital Special Opportunities Fund - Regular Growth 04-06-2024 14.93 0.0 0.0 0.0 0.0
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 14.17 0.0 0.0 0.0 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 11.32 27.28 28.75 32.15 0.0
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 9.99 25.64 24.17 26.29 14.06
ICICI Prudential Business Cycle Fund Growth 05-01-2021 9.13 26.92 26.53 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 8.54 21.57 0.0 0.0 0.0
HDFC Defence Fund - Growth Option 02-06-2023 7.98 58.18 0.0 0.0 0.0
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth 23-10-2020 7.47 23.65 22.1 0.0 0.0

PORTFOLIO ANALYSIS of Sundaram Business Cycle Fund Regular Plan Growth

Asset Allocation (%)

Allocation Percentage (%)