Mutual Funds

Sundaram Business Cycle Fund-Reg(G)
Equity | Very High | Equity - Thematic Fund - Other

9.86 -0.20
NAV(₹) as on 4/4/2025

-2.03%
1D

-
1Y

-
3Y

-
5Y

Sundaram Business Cycle Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 2.07	Launch Date: 25 Jun 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 1,476.8 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 6.73	Min. Investment: SIP : ₹ 1,000.0 Lumpsum : ₹ 100.0
Scheme Benchmark: NA
Fund Manager: Ratish Varier ,S. Bharath ,Dwijendra Srivastava

FUND 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.

LATEST ASSET & PORTFOLIO ALLOCATION		Others		Equity
as on 28/2/2025		18.59 %		81.41 %

TOP HOLDINGS

Bharti Airtel Ltd. - Equity

5.28 %

Kotak Mahindra Bank - Equity

5.20 %

Eternal Ltd. - Equity

4.45 %

Larsen & Toubro Ltd. - Equity

4.16 %

Reliance Industries - Equity

3.90 %

Sapphire Foods India - Equity

3.26 %

Amber Enterprises In - Equity

3.17 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

e-Commerce

5.72 %

Consumer Food

5.71 %

Telecommunication - Service

5.28 %

Bank - Private

5.20 %

Engineering - Construction

4.16 %

Hospital & Healthcare Servic

4.07 %

Refineries

3.90 %

See All Sectors

5 YEAR HISTORY

Financial Year	2024-25
NAV (31/3/2025)	10.09
Net Assets (Rs Crores)	1,47,680.13
Scheme Returns(%)(Absolute)	0.89
B'mark Returns(%)(Absolute)	NA
Category Rank	64/119

RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at Very High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
Sundaram Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.86 +-0.20	25/6/2024	₹ 1,476.8	-	-	-	0.65%
Union Innovation & Opp Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.00 +-0.40	6/9/2023	₹ 791.61	9.54%	-	-	14.63%
ICICI Pru PSU Equity Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 19.77 +0.17	12/9/2022	₹ 1,829.54	1.75%	-	-	30.52%
HDFC Non-Cyclical Consumer Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 13.02 +-0.17	12/7/2023	₹ 824.61	10.05%	-	-	17.37%
HDFC Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 13.11 +-0.24	5/12/2022	₹ 2,639.7	2.10%	-	-	13.13%
Kotak Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 14.32 +0.02	28/9/2022	₹ 2,325.58	9.82%	-	-	15.35%
ICICI Pru Housing Opp Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 15.93 +0.11	18/4/2022	₹ 2,230.91	5.01%	-	-	17.02%
HDFC Defence Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 19.17 +-0.61	2/6/2023	₹ 3,880.46	14.46%	-	-	44.95%
Tata Housing Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 13.46 +-0.28	2/9/2022	₹ 475.79	-3.06%	-	-	13.07%
ICICI Pru Transportation and Logistics Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 16.31 +-0.12	28/10/2022	₹ 2,739.18	3.75%	-	-	22.27%