Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment

Fund House: Sundaram Mutual Fund

Category: Equity: Thematic-Business-Cycle

Status: Open Ended Schemes

Launch Date: 25-06-2024

Minimum Investment: 100.0

Asset Class:

Minimum Topup: 100.0

Benchmark: NIFTY 500 TRI

Total Assets: 1783.29 As on (29-08-2025)

Expense Ratio: 2.02% As on (31-08-2025)

Turn over: 81.00% | Exit Load: 1% - For redemption or withdrawal by way of SWP within 365 days from the date of allotment; NIL - For redemption or withdrawal by way of SWP after 365 days from the date of allotment; Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.

NAV as on 07-10-2025

11.1058

-0.0054

CAGR Since Inception

8.41%

NIFTY 500 TRI 12.44%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment 4.84 - - - 8.41
NIFTY 500 TRI 1.13 16.66 20.42 14.26 12.44
Equity: Thematic-Business-Cycle -0.7 18.55 24.25 13.36 12.22

Funds Manager

FM1 - Mr. Ratish B Varier; FM2 - Mr. Dwijendra Srivastava; FM3 - Mr. Sandeep Agarwal; FM4 - Mr. Pathanjali Srinivasan

RETURNS CALCULATORS for Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Sundaram Business Cycle Fund Reg IDCW Reinv 25-06-2024 4.84 0.0 0.0 0.0 0.0
Motilal Oswal Business Cycle Fund Reg Gr 27-08-2024 14.35 0.0 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 5.99 23.85 23.11 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 5.09 20.08 18.01 0.0 0.0
Sundaram Business Cycle Fund Reg Gr 25-06-2024 4.84 0.0 0.0 0.0 0.0
HDFC Business Cycle Fund Gr 05-11-2022 1.89 14.66 0.0 0.0 0.0
Axis Business Cycles Fund Reg Gr 05-02-2023 1.65 17.37 0.0 0.0 0.0
Bandhan Business Cycle Fund Reg Gr 01-09-2024 1.35 0.0 0.0 0.0 0.0
HSBC Business Cycles Fund Reg Gr 20-08-2014 0.44 21.86 20.73 24.25 13.36
Union Business Cycle Reg Gr 05-03-2024 -1.39 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Business Cycle Fund Regular Plan IDCW Reinvestment - - - - - -
Equity: Thematic-Business-Cycle - - - - - -