Sundaram Business Cycle Fund Regular Plan Growth

10.98
NAV (Oct 16,2024)

The Sundaram Business Cycle Fund - Regular Plan - Growth offers investors the opportunity to participate in the growth potential of businesses that are influenced by economic cycles. With a minimum investment of ₹100 and a lock period of 0 years, this fund aims to generate long-term capital appreciation. Established on June 25, 2024, investors can expect professional management and a diversified portfolio to help them achieve their financial goals.

Sundaram Business Cycle Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Business Cycle Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    62.32
  • P/B Ratio
    UM_URBAN_MONEY

    9.91
  • Alpha
    UM_URBAN_MONEY

    0.06
  • Beta
    UM_URBAN_MONEY

    0.69
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.26

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.06%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1493.70 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Oct 18, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,897.91 (8.98%)-- (--)-- (--)-- (--)-- (--)
32,693.73 (8.98%)-- (--)-- (--)-- (--)-- (--)
54,489.55 (8.98%)-- (--)-- (--)-- (--)-- (--)
87,183.28 (8.98%)-- (--)-- (--)-- (--)-- (--)
1,08,979.1 (8.98%)-- (--)-- (--)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • TREPS16.28%
  • Bharti Airtel Ltd5.39%
  • Larsen & Toubro Ltd4.99%
  • Reliance Industries Ltd4.39%
  • Kotak Mahindra Bank Ltd3.49%
  • Sundaram Liquid Fund Direct Growth3.35%
  • Sapphire Foods India Ltd3.30%
  • Zomato Ltd3.23%
  • Amber Enterprises India Ltd3.14%
  • Jubilant Foodworks Ltd2.52%
  • Hindalco Industries Ltd2.51%
  • Multi Commodity Exchange of India Ltd2.44%
  • HDFC Life Insurance Company Ltd2.43%
  • Bajaj Auto Ltd2.28%
  • Narayana Hrudayalaya Ltd2.28%
  • ONE WAM Ltd Prev IIFL Wealth Management Ltd2.18%
  • Tata Motors Ltd2.12%
  • Kalyan Jewellers India Ltd2.09%
  • Kirlosakar Pneumatic Company Ltd2.02%
  • Rate Gain Travel Technologies Ltd1.83%
  • Affle India Ltd1.61%
  • Computer Age Management Services Ltd1.58%
  • United Spirits Ltd1.54%
  • PB Fintech Ltd1.54%
  • Premier Energies Ltd1.54%
  • FSN E Commerce Ventures Ltd NYKAA1.47%
  • Delhivery Ltd1.40%
  • SKF India Ltd1.35%
  • Cyient Ltd1.29%
  • Craftsman Automation Ltd1.25%
  • Amara Raja Energy & Mobility Ltd1.22%
  • United Breweries Ltd1.11%
  • Dr Lal Path Labs Ltd1.10%
  • Suzlon Energy Ltd1.02%
  • Graphite India Ltd0.99%
  • Deepak Nitrite Ltd0.98%
  • Praj Industries Ltd0.98%
  • Cello World Ltd0.93%
  • Bosch Ltd0.92%
  • Ola Electric Mobility Ltd0.92%
  • Electronics Mart India Ltd0.87%
  • S J S Enterprises Ltd0.67%
  • Metropolis Healthcare Ltd0.64%
  • Bharat Electronics Ltd0.50%
  • Safari Industries India Ltd0.42%
  • Greaves Cotton Ltd0.32%
  • Cash and Other Net Current Assets-0.43%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

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Union Innovation & Opportunities Fund - Regular Plan - GrowthUnion Innovation & Opportunities Fund - Regular Plan - Growth

EQUITY

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26.80%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

22.96%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

Very High

19.43%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

19.16%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

18.82%

Axis Innovation Fund - Regular Plan - GrowthAxis Innovation Fund - Regular Plan - Growth

EQUITY

Very High

17.34%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

16.40%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

16.37%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

13.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

68.22%

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

67.49%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

54.97%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

51.38%

Union Innovation & Opportunities Fund - Regular Plan - GrowthUnion Innovation & Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

46.05%

Samco Active Momentum Fund - Regular Plan - GrowthSamco Active Momentum Fund - Regular Plan - Growth

EQUITY

Very High

41.38%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

33.79%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

30.47%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

28.81%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

20.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

32.75%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

24.80%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

19.81%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.53%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.24%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

13.79%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

13.21%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

10.76%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

9.28%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

8.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

30.47%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

26.46%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

23.98%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

23.24%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

21.81%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

18.80%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.45%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

14.67%

Fund Managers

RV

Mr. Ratish VarierFund Manager

SB

Mr. S. BharathFund Manager - Overseas Securities

Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.

DS

Mr. Dwijendra SrivastavaHead - Fixed Income

Mr.Dwijendra Srivastava has 9 years of experience in financial markets and an over all 9 years of experience in financial markets and an over all work experience of more than 12 years. In Deutsche Asset Management (India) Private Limited he is a Fund Manager (July 2007 to present).

SA

Mr. Sandeep AgarwalFund Manager

Mr. Sandeep is a B Com, Company Secretary and Chartered Accountant. He jointly manages Sundaram Flexible Fund Flexible Income Plan, Sundaram Gilt Fund, Sundaram Bond Saver, Sundaram Select Debt Short-Term Asset Plan, Sundaram Income Plus, Sundaram Fixed Term Plans and Sundaram Monthly Income Plan along with Dwijendra Srivastava. His previous experience includes 2 years in Deutsche Asset Management in Investment and Trading of Fixed Income securities.

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Compare with similar Funds

Sundaram Business Cycle Fund - Regular Plan - Growth

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Sundaram Business Cycle Fund - Regular Plan - Growth

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Sundaram Business Cycle Fund - Regular Plan - Growth

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Sundaram Business Cycle Fund - Regular Plan - Growth

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Sundaram Business Cycle Fund - Regular Plan - Growth

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Sundaram Business Cycle Fund - Regular Plan - Growth

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Sundaram Business Cycle Fund - Regular Plan - Growth

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Sundaram Business Cycle Fund - Regular Plan - Growth

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Sundaram Business Cycle Fund - Regular Plan - Growth

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Sundaram Business Cycle Fund - Regular Plan - Growth

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FAQ's

What is the risk level associated with the Sundaram Business Cycle Fund - Regular Plan - Growth?

The Sundaram Business Cycle Fund - Regular Plan - Growth is a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Sundaram Business Cycle Fund - Regular Plan - Growth as of Oct 16,2024?

The current NAV of the Sundaram Business Cycle Fund - Regular Plan - Growth as of Oct 16,2024 is INR 10.98.

What is the minimum investment amount required for the Sundaram Business Cycle Fund - Regular Plan - Growth?

The Sundaram Business Cycle Fund - Regular Plan - Growth requires a minimum investment of INR 100.

Is there a systematic investment plan (SIP) available for the Sundaram Business Cycle Fund - Regular Plan - Growth?

Yes, SIP is available for the Sundaram Business Cycle Fund - Regular Plan - Growth with a minimum investment of INR 100 per month.

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