- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Business Cycle Fund (G)
Sundaram Business Cycle Fund (G)
₹ 10.8378
NAV (Oct 21)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.8378
NAV (Oct 21)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.3% |
6 Month CAGR | NA |
Scheme Information
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 <1Y | 2024-06-25 |
AUM in Crores | 1493.7 |
ISIN | INF903JA1LN3 |
Lock-in (days) | No 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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Business Cycle Fund (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Others
36.34%Larsen & Toubro Ltd.
5.23%Bharti Airtel Ltd.
5.07%Reliance Industries Ltd.
4.87%Sapphire Foods India Ltd.
3.25%Allocation by Sector
Services
13.98%Capital Goods
6.6%Automobile
6.34%Construction
5.23%Consumer Discretionary
5.21%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 66,206 cr | ||
₹ 24,508 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.3% | 22.1% | ||
16.4% | 15.1% | ||
10.2% | 8.5% | ||
5.7% | 5% | ||
15.5% | 12% |
Sundaram Business Cycle Fund (G) Review
Sundaram Business Cycle Fund (G) is a Sectoral / Thematic Equity fund and has delivered an annualised return of 8.32%. 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 10/21/2024 is ₹10.84 with the total AUM as of 10/22/2024 is ₹1493.71. 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 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.
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)?
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.
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 ₹10.84.