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NRI
  • Mutual Fund
  • Sundaram Business Cycle Fund - Regular (IDCW) RI

Nov 19, 2024

Category

Equity

AUM (Cr.)

1,497.08

Exit Load (%)

1.00

Min Inv Lumpsum

100

Expense Ratio

2.05

Sharpe Ratio

15.11

Beta Ratio

0.00

Fund Manager

Ratish Varier

Inception Date

Jun 25, 2024

Risk Level

Very High

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.

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Business Cycle Fund - Regular (IDCW) RI -4.46 0 0 0 0 3.49
Benchmark - Nifty 500 TRI -6.02 4.72 26.19 14.04 19.01 0
Category Average - BEST EQUITY PERFORMERS -5.9 6.66 30.15 16.56 21.21 16.27
Category Rank 7/7 7/7 6/7 7/7 7/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 11.4604 2.98 25.58 0.00 0.00 364.14 2.43 500.00 invest
Nippon India Taiwan Equity Fund (G) 11.4604 2.98 25.58 0.00 0.00 364.14 2.43 500.00 invest
SBI Automotive Opportunities Fund - Regular (G) 9.6655 1.62 0.00 0.00 0.00 6,003.23 1.79 5,000.00 invest
SBI Automotive Opportunities Fund - Regular (IDCW) 9.6656 1.62 0.00 0.00 0.00 6,003.23 1.79 5,000.00 invest
SBI Energy Opportunities Fund - Regular (G) 10.1076 -0.49 0.00 0.00 0.00 10,889.77 1.72 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Reverse Repo-TREPS Oct 31, 2024 273.75 18.29 12.59
Equity-Larsen & Toubro Oct 31, 2024 79.43 5.31 6.54
Equity-Bharti Airtel Oct 31, 2024 75.88 5.07 -5.67
Equity-Kotak Mah. Bank Oct 31, 2024 60.11 4.02 15.40
Equity-Reliance Industr Oct 31, 2024 59.22 3.96 -9.79
Equity-Amber Enterp. Oct 31, 2024 58.92 3.94 25.60
Equity-Sapphire Foods Oct 31, 2024 45.79 3.06 -7.06
Equity-Zomato Ltd Oct 31, 2024 42.69 2.85 -11.54
Equity-Multi Comm. Exc. Oct 31, 2024 41.90 2.80 15.12
Equity-HDFC Life Insur. Oct 31, 2024 36.35 2.43 0.32

latest news

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...

Nov 12, 2024 09:37

Sundaram Mutual Fund announces change in Exit Load Structure

Sundaram Mutual Fund has announced change in exit load structure under foll...

Oct 29, 2024 11:40

Sundaram Mutual Fund announces change in Key Personnel

Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...

Oct 25, 2024 14:04

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under three schemes

Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...

Oct 23, 2024 09:35

Sundaram MF announces change in Fund Manager of the following schemes

Sundaram Mutual Fund has announced change in Fund Managers of the following...

Oct 21, 2024 11:09

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 October 2024 as the record date for t...

Oct 15, 2024 09:27

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Business Cycle Fund - Regular (IDCW) RI
Contact Persone : Ratish Varier
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : customerservices:sundarammutual.com
Website : www.sundarammutual.com