Sundaram Business Cycle Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

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 1497.08 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 2.05%. 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 - & - respectively.

The top holdings of the fund include Treps, Larsen & Toubro, Bharti Airtel & Kotak Mahindra Bank.

The major sectors where the fund is invested are Construction Services, Software & Programming, Misc. Capital Goods & Investment Services.

Some of the similar funds are ICICI Prudential Exports and Services Fund Growth, HDFC Housing Opportunities Fund Regular Growth, Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth, Quant Business Cycle Fund Regular Growth, Sundaram Business Cycle Fund Regular Growth. Sundaram Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.