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 1788.86 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 Medium & Low respectively.

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

The major sectors where the fund is invested are Software & Programming, Construction Services, Communications Services & Auto & Truck Parts.

Some of the similar funds are Aditya Birla Sun Life Business Cycle Fund Regular Growth, Bandhan Innovation Fund Regular Growth, Motilal Oswal Business Cycle Fund Regular Growth, Sundaram Business Cycle Fund Regular Growth, HDFC Transportation and Logistics Fund Regular Growth. Sundaram Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.