Sundaram Business Cycle Fund
Current Fund Size :
N.A.
₹11.14
NAV
8.8% p.a.
Overall Return
-1.4%
1-Day Change
0.43%
Expense Ratio
₹ 1,784 Cr
AUM (Fund Size)
1+ yrs
Fund Age
Investment Policy
Benchmark
NIFTY 500 TRI
Risk Level
High Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹1000
Exit Load
1.0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
1 yrs 3 m since Jun 05, 2024
Current Value (Example)
N.A.
Returns Ratio
N/A
Holdings Lists
| # | Company Name | Sector | Instrument | % of Assets |
|---|---|---|---|---|
| 1 | Bharti Airtel Ltd. | Communication | Equity | 5.38% |
| 2 | Eternal Ltd. | Services | Equity | 5.35% |
| 3 | Kotak Mahindra Bank Ltd. | Financial | Equity | 5.04% |
| 4 | Larsen & Toubro Ltd. | Construction | Equity | 4.41% |
| 5 | Reliance Industries Ltd. | Energy | Equity | 3.42% |
| 6 | Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 3.38% |
| 7 | Sapphire Foods India Ltd. | Services | Equity | 3.06% |
| 8 | Affle 3I Ltd. | Technology | Equity | 2.56% |
| 9 | Mahindra & Mahindra Ltd. | Automobile | Equity | 2.48% |
| 10 | Ambuja Cements Ltd. | Construction | Equity | 2.46% |
| 11 | HDFC Life Insurance Co Ltd. | Insurance | Equity | 2.37% |
| 12 | Hindalco Industries Ltd. | Metals & Mining | Equity | 2.31% |
| 13 | Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 2.21% |
| 14 | Delhivery Ltd. | Services | Equity | 2.18% |
| 15 | Jubilant FoodWorks Ltd. | Services | Equity | 2.13% |
| 16 | PB Fintech Ltd. | Services | Equity | 2.05% |
| 17 | Tata Power Company Ltd. | Energy | Equity | 2.01% |
| 18 | SKF India Ltd. | Capital Goods | Equity | 2.00% |
| 19 | United Breweries Ltd. | Consumer Staples | Equity | 1.95% |
| 20 | Cyient Ltd. | Technology | Equity | 1.94% |
| 21 | United Spirits Ltd. | Consumer Staples | Equity | 1.92% |
| 22 | Tata Motors Ltd. | Automobile | Equity | 1.88% |
| 23 | Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.85% |
| 24 | Bharat Electronics Ltd. | Capital Goods | Equity | 1.73% |
| 25 | Kirloskar Pneumatic Company Ltd. | Capital Goods | Equity | 1.60% |
| 26 | Narayana Hrudayalaya Ltd. | Healthcare | Equity | 1.58% |
| 27 | FSN E-Commerce Ventures Ltd. | Services | Equity | 1.52% |
| 28 | Prudent Corporate Advisory Services Ltd. | Financial | Equity | 1.48% |
| 29 | ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.44% |
| 30 | Craftsman Automation Ltd. | Automobile | Equity | 1.42% |
| 31 | Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 1.42% |
| 32 | 360 One Wam Ltd. | Financial | Equity | 1.36% |
| 33 | Go Fashion (India) Ltd. | Services | Equity | 1.36% |
| 34 | Indegene Ltd. | Healthcare | Equity | 1.31% |
| 35 | RateGain Travel Technologies Ltd. | Technology | Equity | 1.25% |
| 36 | KPIT Technologies Ltd. | Technology | Equity | 1.16% |
| 37 | Greaves Cotton Ltd. | Capital Goods | Equity | 1.14% |
| 38 | Deepak Nitrite Ltd. | Chemicals | Equity | 1.14% |
| 39 | Tips Music Ltd. | Services | Equity | 1.08% |
| 40 | SJS Enterprises Ltd. | Automobile | Equity | 0.97% |
| 41 | Praj Industries Ltd. | Capital Goods | Equity | 0.77% |
| 42 | Ola Electric Mobility Ltd. | Automobile | Equity | 0.72% |
| 43 | Just Dial Ltd. | Services | Equity | 0.59% |
| 44 | Landmark Cars Ltd. | Services | Equity | 0.04% |
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Sundaram Business Cycle Fund | 1.34% | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 1,784 Cr | 1 yrs 3 m | 0.43% |
| 2 | ICICI Prudential India Opportunities Fund | -0.39% | 24.92% | 33.05% | 11.66 | 0.82 | 1.32 | 2.62 | 29,871 Cr | 6 yrs 9 m | 0.63% |
| 3 | ICICI Prudential Dividend Yield Equity Fund | -1.88% | 26.22% | 30.46% | 12.34 | 0.86 | 1.32 | 2.17 | 5,779 Cr | 11 yrs 5 m | 0.57% |
| 4 | ICICI Prudential Value Fund | -0.84% | 23.21% | 26.84% | 11.41 | 0.80 | 1.22 | 2.21 | 53,750 Cr | 12 yrs 8 m | 0.99% |
| 5 | SBI Contra Fund | -6.29% | 21.72% | 30.08% | 12.26 | 0.88 | 1.09 | 1.78 | 46,654 Cr | 12 yrs 8 m | 0.66% |
| 6 | ICICI Prudential India Equity FOF | -2.49% | 22.25% | 26.62% | 11.94 | 0.87 | 1.11 | 1.89 | 219 Cr | 5 yrs 7 m | 0.63% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 1.37% | 1.08% |
| 2 | 3 Months | -0.88% | -2.68% |
| 3 | 6 Months | 9.03% | 7.56% |
| 4 | 1 Year | 1.34% | -5.54% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Sundaram Small Cap Fund | 3,282 Cr | -4.76% | 28.91% | View Detail |
| 2 | Sundaram Infrastructure Advantage Fund | 935 Cr | -5.13% | 27.78% | View Detail |
| 3 | Sundaram Mid Cap Fund | 12,501 Cr | -4.36% | 26.85% | View Detail |
| 4 | Sundaram Services Fund | 4,333 Cr | 1.21% | 25.84% | View Detail |
| 5 | Sundaram Financial Services Opportunities Fund | 1,460 Cr | -1.21% | 24.49% | View Detail |
| 6 | Sundaram Multi Cap Fund | 2,810 Cr | -3.69% | 23.04% | View Detail |
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