• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Business Cycle Fund (Growth)
Sundaram Mutual Fund

Sundaram Business Cycle Fund (Growth)

EquitySectoral/ Thematic

10.079

NAV (Jul 16)

0.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.0791

NAV (Jul 15)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
0.8%
6 Month CAGR
NA

Scheme Information

Investment Objective

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

Expense Ratio
0
Launched (0y ago)
Jun 26, 2024
AUM in Crores
ISIN
INF903JA1LN3
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Dwijendra Srivastava

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Business Cycle Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-16

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,179 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,243 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.1%

8.9%

20.4%

21.6%

5.4%

4.9%

23.4%

13.7%

20.4%

%

Sundaram Business Cycle Fund (G) Review

Sundaram Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 0.2% over a period of 0 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Dwijendra Srivastava.

Nav of Sundaram Business Cycle Fund (G) as of 7/16/2024 is ₹10.08 with the total AUM as of 7/18/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Business Cycle Fund (G) was launched on Jun 26, 2024. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Business Cycle Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Sundaram Business Cycle Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

Sundaram Business Cycle Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Business Cycle Fund (G).

Frequently Asked Questions

What is Sundaram Business Cycle Fund (G)?

Sundaram Business Cycle Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Business Cycle Fund (G)?

You can invest in Sundaram Business Cycle Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Business Cycle Fund (G)?

The minimum sip amount for Sundaram Business Cycle Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Business Cycle Fund (G) good to invest in?

As per Scripbox experts, Sundaram Business Cycle Fund (G) is a Not Reviewed Yet fund. You can investSundaram Business Cycle Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Business Cycle Fund (G)?

The expense ratio of the Sundaram Business Cycle Fund (G) is % for regular plan.