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Sundaram BusIness Cycle Fund Regular Plan Growth

Category: Equity: Thematic-Business-Cycle Launch Date: 25-06-2024
AUM:

1,662.67 Cr

Expense Ratio

2.7%

Benchmark

Nifty 500 TRI

ISIN

INF903JA1LN3

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

Madanagopal Ramu, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Sundaram BusIness Cycle Fund Regular Plan Growth 7.19 - -
NIFTY 500 TRI 4.99 13.01 12.02
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
11.5704
Last change
0.01 (0.0432%)
Fund Size (AUM)
₹ 1,662.67 Cr
Performance
7.01% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Madanagopal Ramu, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- 4.87
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/- 4.37
ZOMATO LIMITED EQ 4.11
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- 4.04
MTAR TECHNOLOGIES LIMITED EQ 3.99
Shriram Finance Limited 3.84
POLYCAB INDIA LIMITED EQ 3.63
DELHIVERY LIMITED EQ NEW FV RE.1/- 3.58
FIVE-STAR BUSINESS FINANCE LIMITED EQ NEW FV RE.1/- 3.55
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- 3.42

Sector Allocation

Sector Holdings (%)
Financial Services 30.79
Capital Goods 17.18
Information Technology 12.86
Services 7.62
Consumer Services 7.53
Fast Moving Consumer Goods 4.87
Automobile and Auto Components 4.12
Consumer Durables 2.81
Construction Materials 2.7
Media, Entertainment & Publication 2.69