Sundaram Business Cycle Fund Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (21-Jan-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,602 Cr
Expense Ratio
2.03%
ISIN
INF903JA1LN3
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
26 Jun 2024
About this fund
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹10.28, Assets Under Management (AUM) of 1601.81 Crores, and an expense ratio of 2.03%.
- Sundaram Business Cycle Fund Regular Growth has given a CAGR return of 2.79% since inception.
- The fund's asset allocation comprises around 85.85% in equities, 0.00% in debts, and 14.14% in cash & cash equivalents.
- You can start investing in Sundaram Business Cycle Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+2.79%
— (Cat Avg.)
Portfolio Summaryas of 31st December 2024
| Equity | ₹1,375.22 Cr | 85.85% |
| Others | ₹226.59 Cr | 14.15% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Treps | Cash - Repurchase Agreement | ₹179.03 Cr | 11.18% |
| Bharti Airtel Ltd | Equity | ₹78.91 Cr | 4.93% |
| Kotak Mahindra Bank Ltd | Equity | ₹70.54 Cr | 4.40% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹70.44 Cr | 4.40% |
| Larsen & Toubro Ltd | Equity | ₹65.17 Cr | 4.07% |
| Zomato Ltd | Equity | ₹58.98 Cr | 3.68% |
| Reliance Industries Ltd | Equity | ₹58.36 Cr | 3.64% |
| Sundaram Liquid Dir Gr | Mutual Fund - Open End | ₹50.06 Cr | 3.13% |
| Sapphire Foods India Ltd | Equity | ₹47.64 Cr | 2.97% |
| Jubilant Foodworks Ltd | Equity | ₹46.54 Cr | 2.91% |
| Multi Commodity Exchange of India Ltd | Equity | ₹40.09 Cr | 2.50% |
| Affle India Ltd | Equity | ₹37.26 Cr | 2.33% |
| Narayana Hrudayalaya Ltd | Equity | ₹34.59 Cr | 2.16% |
| Vishal Mega Mart Ltd | Equity | ₹34.11 Cr | 2.13% |
| HDFC Life Insurance Co Ltd | Equity | ₹32.49 Cr | 2.03% |
| Ambuja Cements Ltd | Equity | ₹31.54 Cr | 1.97% |
| Titan Co Ltd | Equity | ₹31.13 Cr | 1.94% |
| SKF India Ltd | Equity | ₹30.79 Cr | 1.92% |
| Kirloskar Pneumatic Co Ltd | Equity | ₹30.15 Cr | 1.88% |
| PB Fintech Ltd | Equity | ₹30.02 Cr | 1.87% |
| Hindalco Industries Ltd | Equity | ₹29.85 Cr | 1.86% |
| Amara Raja Energy & Mobility Ltd | Equity | ₹29.54 Cr | 1.84% |
| Bajaj Auto Ltd | Equity | ₹28.72 Cr | 1.79% |
| Tata Motors Ltd | Equity | ₹28.68 Cr | 1.79% |
| Rategain Travel Technologies Ltd | Equity | ₹28.38 Cr | 1.77% |
| 360 One Wam Ltd Ordinary Shares | Equity | ₹28.24 Cr | 1.76% |
| Cyient Ltd | Equity | ₹28.21 Cr | 1.76% |
| Delhivery Ltd | Equity | ₹27.68 Cr | 1.73% |
| Computer Age Management Services Ltd Ordinary Shares | Equity | ₹26.11 Cr | 1.63% |
| United Breweries Ltd | Equity | ₹24.91 Cr | 1.56% |
| United Spirits Ltd | Equity | ₹23.58 Cr | 1.47% |
| Craftsman Automation Ltd | Equity | ₹20.2 Cr | 1.26% |
| FSN E-Commerce Ventures Ltd | Equity | ₹19.3 Cr | 1.20% |
| Deepak Nitrite Ltd | Equity | ₹18.97 Cr | 1.18% |
| Bharat Electronics Ltd | Equity | ₹18.38 Cr | 1.15% |
| Tata Power Co Ltd | Equity | ₹15.61 Cr | 0.97% |
| Dr. Lal PathLabs Ltd | Equity | ₹15.4 Cr | 0.96% |
| Praj Industries Ltd | Equity | ₹15.01 Cr | 0.94% |
| Ola Electric Mobility Ltd | Equity | ₹14.38 Cr | 0.90% |
| SJS Enterprises Ltd | Equity | ₹14.27 Cr | 0.89% |
| Graphite India Ltd | Equity | ₹14.18 Cr | 0.89% |
| Metropolis Healthcare Ltd | Equity | ₹13.1 Cr | 0.82% |
| Bosch Ltd | Equity | ₹12.48 Cr | 0.78% |
| Cello World Ltd | Equity | ₹11.84 Cr | 0.74% |
| Premier Energies Ltd | Equity | ₹11.08 Cr | 0.69% |
| Electronics Mart India Ltd | Equity | ₹10.32 Cr | 0.64% |
| Suzlon Energy Ltd | Equity | ₹9.51 Cr | 0.59% |
| Greaves Cotton Ltd | Equity | ₹8.53 Cr | 0.53% |
| Cash And Other Net Current Assets | Cash | ₹-2.5 Cr | 0.16% |
Allocation By Market Cap (Equity)
Large Cap Stocks
36.48%
Mid Cap Stocks
11.05%
Small Cap Stocks
34.60%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Consumer Cyclical | ₹449.04 Cr | 28.03% |
| Industrials | ₹277.15 Cr | 17.30% |
| Financial Services | ₹201.38 Cr | 12.57% |
| Communication Services | ₹116.17 Cr | 7.25% |
| Basic Materials | ₹80.36 Cr | 5.02% |
| Technology | ₹65.58 Cr | 4.09% |
| Healthcare | ₹63.09 Cr | 3.94% |
| Energy | ₹58.36 Cr | 3.64% |
| Consumer Defensive | ₹48.49 Cr | 3.03% |
| Utilities | ₹15.61 Cr | 0.97% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Dwijendra Srivastava
Since June 2024
S. Bharath
Since June 2024
Sandeep Agarwal
Since June 2024
Ratish Varier
Since June 2024
Pathanjali Srinivasan
Since June 2024
Additional Scheme Detailsas of 31st December 2024
ISIN INF903JA1LN3 | Expense Ratio 2.03% | Exit Load 1.00% | Fund Size ₹1,602 Cr | Age 6 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| SBI Equity Minimum Variance Fund Direct Growth Very High Risk | 0.4% | 0.0% | ₹212.14 Cr | 6.1% |
| SBI Equity Minimum Variance Fund Regular Growth Very High Risk | 0.8% | 0.0% | ₹212.14 Cr | 5.7% |
| Bandhan Transportation and Logistics Fund Direct Growth Very High Risk | 0.9% | 0.0% | ₹534.00 Cr | 13.6% |
| Bandhan Transportation and Logistics Fund Regular Growth Very High Risk | 2.4% | 0.0% | ₹534.00 Cr | 11.9% |
| ICICI Prudential Transportation and Logistics Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹3101.23 Cr | 20.1% |
| ICICI Prudential Transportation and Logistics Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3101.23 Cr | 18.7% |
| HDFC NIFTY200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹11.35 Cr | 63.0% |
| HDFC NIFTY100 Low Volatility 30 ETF Very High Risk | 0.3% | - | ₹5.95 Cr | 34.7% |
| ICICI Prudential Nifty 200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹414.11 Cr | 5.4% |
| DSP Nifty Midcap 150 Quality 50 ETF Very High Risk | 0.3% | - | ₹98.49 Cr | 12.0% |
Risk Level
Your principal amount will be at Very High Risk
Unlock Expert Insights!
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Sundaram Business Cycle Fund Regular Growth?
What is the portfolio composition of Sundaram Business Cycle Fund Regular Growth?
Who manages the Sundaram Business Cycle Fund Regular Growth?
- Dwijendra Srivastava
- S. Bharath
- Sandeep Agarwal
- Ratish Varier
- Pathanjali Srinivasan
Sundaram Business Cycle Fund Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (21-Jan-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,602 Cr
Expense Ratio
2.03%
ISIN
INF903JA1LN3
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
26 Jun 2024
Risk Level
Your principal amount will be at Very High Risk
About this fund
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹10.28, Assets Under Management (AUM) of 1601.81 Crores, and an expense ratio of 2.03%.
- Sundaram Business Cycle Fund Regular Growth has given a CAGR return of 2.79% since inception.
- The fund's asset allocation comprises around 85.85% in equities, 0.00% in debts, and 14.14% in cash & cash equivalents.
- You can start investing in Sundaram Business Cycle Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+2.79%
— (Cat Avg.)
Portfolio Summaryas of 31st December 2024
| Equity | ₹1,375.22 Cr | 85.85% |
| Others | ₹226.59 Cr | 14.15% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Treps | Cash - Repurchase Agreement | ₹179.03 Cr | 11.18% |
| Bharti Airtel Ltd | Equity | ₹78.91 Cr | 4.93% |
| Kotak Mahindra Bank Ltd | Equity | ₹70.54 Cr | 4.40% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹70.44 Cr | 4.40% |
| Larsen & Toubro Ltd | Equity | ₹65.17 Cr | 4.07% |
| Zomato Ltd | Equity | ₹58.98 Cr | 3.68% |
| Reliance Industries Ltd | Equity | ₹58.36 Cr | 3.64% |
| Sundaram Liquid Dir Gr | Mutual Fund - Open End | ₹50.06 Cr | 3.13% |
| Sapphire Foods India Ltd | Equity | ₹47.64 Cr | 2.97% |
| Jubilant Foodworks Ltd | Equity | ₹46.54 Cr | 2.91% |
| Multi Commodity Exchange of India Ltd | Equity | ₹40.09 Cr | 2.50% |
| Affle India Ltd | Equity | ₹37.26 Cr | 2.33% |
| Narayana Hrudayalaya Ltd | Equity | ₹34.59 Cr | 2.16% |
| Vishal Mega Mart Ltd | Equity | ₹34.11 Cr | 2.13% |
| HDFC Life Insurance Co Ltd | Equity | ₹32.49 Cr | 2.03% |
| Ambuja Cements Ltd | Equity | ₹31.54 Cr | 1.97% |
| Titan Co Ltd | Equity | ₹31.13 Cr | 1.94% |
| SKF India Ltd | Equity | ₹30.79 Cr | 1.92% |
| Kirloskar Pneumatic Co Ltd | Equity | ₹30.15 Cr | 1.88% |
| PB Fintech Ltd | Equity | ₹30.02 Cr | 1.87% |
| Hindalco Industries Ltd | Equity | ₹29.85 Cr | 1.86% |
| Amara Raja Energy & Mobility Ltd | Equity | ₹29.54 Cr | 1.84% |
| Bajaj Auto Ltd | Equity | ₹28.72 Cr | 1.79% |
| Tata Motors Ltd | Equity | ₹28.68 Cr | 1.79% |
| Rategain Travel Technologies Ltd | Equity | ₹28.38 Cr | 1.77% |
| 360 One Wam Ltd Ordinary Shares | Equity | ₹28.24 Cr | 1.76% |
| Cyient Ltd | Equity | ₹28.21 Cr | 1.76% |
| Delhivery Ltd | Equity | ₹27.68 Cr | 1.73% |
| Computer Age Management Services Ltd Ordinary Shares | Equity | ₹26.11 Cr | 1.63% |
| United Breweries Ltd | Equity | ₹24.91 Cr | 1.56% |
| United Spirits Ltd | Equity | ₹23.58 Cr | 1.47% |
| Craftsman Automation Ltd | Equity | ₹20.2 Cr | 1.26% |
| FSN E-Commerce Ventures Ltd | Equity | ₹19.3 Cr | 1.20% |
| Deepak Nitrite Ltd | Equity | ₹18.97 Cr | 1.18% |
| Bharat Electronics Ltd | Equity | ₹18.38 Cr | 1.15% |
| Tata Power Co Ltd | Equity | ₹15.61 Cr | 0.97% |
| Dr. Lal PathLabs Ltd | Equity | ₹15.4 Cr | 0.96% |
| Praj Industries Ltd | Equity | ₹15.01 Cr | 0.94% |
| Ola Electric Mobility Ltd | Equity | ₹14.38 Cr | 0.90% |
| SJS Enterprises Ltd | Equity | ₹14.27 Cr | 0.89% |
| Graphite India Ltd | Equity | ₹14.18 Cr | 0.89% |
| Metropolis Healthcare Ltd | Equity | ₹13.1 Cr | 0.82% |
| Bosch Ltd | Equity | ₹12.48 Cr | 0.78% |
| Cello World Ltd | Equity | ₹11.84 Cr | 0.74% |
| Premier Energies Ltd | Equity | ₹11.08 Cr | 0.69% |
| Electronics Mart India Ltd | Equity | ₹10.32 Cr | 0.64% |
| Suzlon Energy Ltd | Equity | ₹9.51 Cr | 0.59% |
| Greaves Cotton Ltd | Equity | ₹8.53 Cr | 0.53% |
| Cash And Other Net Current Assets | Cash | ₹-2.5 Cr | 0.16% |
Allocation By Market Cap (Equity)
Large Cap Stocks
36.48%
Mid Cap Stocks
11.05%
Small Cap Stocks
34.60%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Consumer Cyclical | ₹449.04 Cr | 28.03% |
| Industrials | ₹277.15 Cr | 17.30% |
| Financial Services | ₹201.38 Cr | 12.57% |
| Communication Services | ₹116.17 Cr | 7.25% |
| Basic Materials | ₹80.36 Cr | 5.02% |
| Technology | ₹65.58 Cr | 4.09% |
| Healthcare | ₹63.09 Cr | 3.94% |
| Energy | ₹58.36 Cr | 3.64% |
| Consumer Defensive | ₹48.49 Cr | 3.03% |
| Utilities | ₹15.61 Cr | 0.97% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Dwijendra Srivastava
Since June 2024
S. Bharath
Since June 2024
Sandeep Agarwal
Since June 2024
Ratish Varier
Since June 2024
Pathanjali Srinivasan
Since June 2024
Additional Scheme Detailsas of 31st December 2024
ISIN INF903JA1LN3 | Expense Ratio 2.03% | Exit Load 1.00% | Fund Size ₹1,602 Cr | Age 6 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| SBI Equity Minimum Variance Fund Direct Growth Very High Risk | 0.4% | 0.0% | ₹212.14 Cr | 6.1% |
| SBI Equity Minimum Variance Fund Regular Growth Very High Risk | 0.8% | 0.0% | ₹212.14 Cr | 5.7% |
| Bandhan Transportation and Logistics Fund Direct Growth Very High Risk | 0.9% | 0.0% | ₹534.00 Cr | 13.6% |
| Bandhan Transportation and Logistics Fund Regular Growth Very High Risk | 2.4% | 0.0% | ₹534.00 Cr | 11.9% |
| ICICI Prudential Transportation and Logistics Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹3101.23 Cr | 20.1% |
| ICICI Prudential Transportation and Logistics Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3101.23 Cr | 18.7% |
| HDFC NIFTY200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹11.35 Cr | 63.0% |
| HDFC NIFTY100 Low Volatility 30 ETF Very High Risk | 0.3% | - | ₹5.95 Cr | 34.7% |
| ICICI Prudential Nifty 200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹414.11 Cr | 5.4% |
| DSP Nifty Midcap 150 Quality 50 ETF Very High Risk | 0.3% | - | ₹98.49 Cr | 12.0% |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Sundaram Business Cycle Fund Regular Growth?
What is the portfolio composition of Sundaram Business Cycle Fund Regular Growth?
Who manages the Sundaram Business Cycle Fund Regular Growth?
- Dwijendra Srivastava
- S. Bharath
- Sandeep Agarwal
- Ratish Varier
- Pathanjali Srinivasan
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