Sundaram Business Cycle Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹1,650.24 Cr
Expense Ratio
1.80%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹250.00
Launch Date
26 Jun 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.48% | -- |
| 3 Months | +9.73% | -- |
| 6 Months | +9% | -- |
| 1 Year | +6.57% | +6.57% |
| 2 Years | -- | +6.99% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +14.69% | +6.71% |
Holdings as on 8 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Radico Khaitan | 80.34 | 4.87 |
| Oracle Financial Services Software | 72.09 | 4.37 |
| Eternal | 67.84 | 4.11 |
| InterGlobe Aviation Ltd | 66.66 | 4.04 |
| MTAR Technologies | 65.91 | 3.99 |
| Shriram Finance | 63.32 | 3.84 |
| Polycab India | 59.96 | 3.63 |
| Delhivery | 59.05 | 3.58 |
| Five-Star Business Finance | 58.62 | 3.55 |
| FSN E-Commerce Ventures Ltd | 56.45 | 3.42 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Quant Quantamental Fund Regular Growth | +14.21% | +16.11% | +18.05% |
| Canara Robeco Manufacturing Fund Regular Growth | +13.94% | -- | -- |
| Sundaram Business Cycle Fund Regular Growth | +6.57% | -- | -- |
| Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth | +25.95% | -- | -- |
| Kotak Active Momentum Fund Regular Growth | -- | -- | -- |
Results are calculated on CAGR basis
About Fund
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. However, there can be no assurance that the investment objective of the Scheme will be achieved
The Sundaram Business Cycle Fund Regular Growth has an AUM of 1650.24 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.80%. The minimum investment in Sundaram Business Cycle Fund Regular Growth is Rs 100 and the minimum SIP is Rs 250.
As per morningstar the risk & return rating of the fund are Medium & respectively.
The fund has a present cash holding of %. The top holdings of the fund include Radico Khaitan, Oracle Financial Services Software, Eternal, InterGlobe Aviation Ltd.
The major sectors where the fund is invested are Software & Programming, Misc. Capital Goods, Consumer Financial Services, Regional Banks.
Some of the similar funds are Quant Quantamental Fund Regular Growth, Canara Robeco Manufacturing Fund Regular Growth, Sundaram Business Cycle Fund Regular Growth, Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth, Kotak Active Momentum Fund Regular Growth. Sundaram Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Sundaram Business Cycle Fund Regular Growth has a Medium risk & return.
Sundaram Business Cycle Fund Regular Growth is managed by Sandeep Agarwal,Madanagopal Ramu,Shalav Saket.
The expense ratio of Sundaram Business Cycle Fund Regular Growth is 1.80%.
The 5 year annualized return on Sundaram Business Cycle Fund Regular Growth is 0.00% & it has generated 6.57% in the last 1 year.
The minimum investment in Sundaram Business Cycle Fund Regular Growth is 100 Rs.
Sundaram Business Cycle Fund Regular Growth has an AUM of 1650.24 crores.
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