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

Sundaram Business Cycle Fund (G)

EquitySectoral / Thematic

10.9514

NAV (Oct 15)

9.363%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.9514

NAV (Oct 15)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
9.4%
6 Month CAGR
NA

Scheme Information

Investment Objective

The scheme seeks 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.

Expense Ratio
2.08
Launched (0y ago)
2.08
AUM in Crores
1493.7
ISIN
INF903JA1LN3
Lock-in
-
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Bharath S.

Fund Manager

Dwijendra Srivastava

Fund Manager

Pathanjali Srinivasan

Fund Manager

Ratish Varier

Fund Manager

Sandeep Agarwal

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 (G)70%NaN NaNNaN%
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 2024-06-27

Top Stock Holdings

Others

36.3%
36.337%

Larsen & Toubro Ltd.

5.2%
5.225%

Bharti Airtel Ltd.

5.1%
5.071%

Reliance Industries Ltd.

4.9%
4.87%

Sapphire Foods India Ltd.

3.2%
3.246%
See all holdings

Allocation by Sector

Services

14%
13.979939%

Capital Goods

6.6%
6.604664%

Automobile

6.3%
6.33769%

Construction

5.2%
5.22508%

Consumer Discretionary

5.2%
5.211894%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Sundaram Mutual Fund

Sundaram AMC was established in 1996. It is a fully owned subsidiary of NBFCs - Sundaram Finance Limited (SFL). With about 3.3 million investors and an overall 23 years of expertise in fund management it has become one of the largest financial institution in India.amc-img
phone-img1860-425-7237
Fund NameScripbox Opinion
Till Date CAGR

15.6%

22.3%

16.4%

15.1%

10.4%

8.5%

5.7%

5%

16.4%

12.1%

Sundaram Business Cycle Fund (G) Review

Sundaram Business Cycle Fund (G) is a Sectoral / Thematic Equity fund and has delivered an annualised return of 9.363% over a period of 0 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Bharath S., Dwijendra Srivastava, Pathanjali Srinivasan, Ratish Varier, Sandeep Agarwal.

Nav of Sundaram Business Cycle Fund (G) as of 10/15/2024 is ₹10.95 with the total AUM as of 10/16/2024 is ₹1493.709538. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Business Cycle Fund (G) was launched on 2024-06-25. The category risk of the fund is null.

The minimum SIP amount for Sundaram Business Cycle Fund (G) is ₹1000 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 Total Return Index.

It is rated as a null 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)?

It 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 ₹1000. You can invest in multiples of ₹5000.

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

As per Scripbox experts, it is a fund. You can invest in it 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 2.08% for regular plan.

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

Today's Sundaram Business Cycle Fund (G) NAV is ₹10.95.