Sundaram Business Cycle Fund Direct G
Summary Info
Fund Name
: Sundaram Mutual Fund
Scheme Name
: Sundaram Business Cycle Fund Direct G
AMC
: Sundaram Mutual Fund
Type
: Open
Category
: Equity - Diversified
Launch Date
: 05-Jun-2024
Fund Manager
: Madanagopal Ramu
Net Assets (Rs. cr)
: 1747.12
Sundaram Business Cycle Fund Direct G - Nav Details
Nav Date
: 09-Oct-2026
NAV [Rs.]
: 11.1848
Buy/Resale Price [Rs.]
: 0
Sell/Repurchase Price [Rs.]
: 0
Entry Load %
: Nil
Exit Load %
: For redeemed or withdrawal by way of SWP within 365 days from the date of allotment - 1% For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Sundaram Business Cycle Fund Direct G- NAV Chart
Sundaram Business Cycle Fund Direct G- Performance(%)
Returns above 1 yr. are annualized
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since INC | |
|---|---|---|---|---|---|---|---|---|
| Scheme Returns | -0.3 | -5.87 | -1.97 | 11.89 | -1.04 | - | - | 5.01 |
| Category Avg | -0.06 | -4.47 | -2.7 | 5.2 | -0.03 | 11.88 | 10.48 | 11.68 |
| Category Best | 2.57 | -0.06 | 16.62 | 33.12 | 28.59 | 35.61 | 20.82 | 38.51 |
| Category Worst | -2.47 | -8.27 | -9.87 | -10.54 | -20.69 | -5.35 | -1.18 | -14.02 |
Sundaram Business Cycle Fund Direct G- Latest Dividends
No Records Found
Sundaram Business Cycle Fund Direct G- Investment Details
Min. Investment(Rs.)
: 100
Increm.Investment(Rs.)
: 100
In & Out
In
InName Of The CompanyNo Of Shares
Thermax1,53,951
Finolex Cables3,07,450
Out
InName Of The CompanyNo Of Shares
--
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Radico Khaitan | Beverages | 4.19 | 165050 | 72.06 |
| Equity | Eternal | Retailing | 3.99 | 2144971 | 68.63 |
| Equity | MTAR Technologie | Electrical Equipment | 3.80 | 83711 | 65.26 |
| Equity | TD Power Systems | Electrical Equipment | 3.78 | 826396 | 64.95 |
| Equity | One 97 | Financial Technology (Fintech) | 3.77 | 386484 | 64.85 |
| Equity | Interglobe Aviat | Transport Services | 3.60 | 124163 | 61.88 |
| Equity | Shriram Finance | Finance | 3.47 | 607582 | 59.70 |
| Equity | FSN E-Commerce | Retailing | 3.38 | 1815799 | 58.10 |
| Equity | Kirloskar Oil | Industrial Products | 3.33 | 248584 | 57.27 |
| Equity | Dhoot Transmissi | Auto Components | 3.32 | 382866 | 57.00 |
| Equity | Kalyan Jewellers | Consumer Durables | 3.17 | 985355 | 54.50 |
| Equity | Lenskart Solut. | Retailing | 3.14 | 787847 | 53.97 |
| Equity | Oracle Fin.Serv. | It - Software | 3.11 | 50215 | 53.37 |
| Equity | Thermax | Electrical Equipment | 3.04 | 153951 | 52.22 |
| Equity | Delhivery | Transport Services | 2.98 | 1250781 | 51.24 |
| Equity | Ujjivan Small | Banks | 2.94 | 7499680 | 50.62 |
| Equity | Five-Star Bus.Fi | Finance | 2.81 | 936337 | 48.39 |
| Equity | Polycab India | Industrial Products | 2.81 | 60191 | 48.30 |
| Equity | Coforge | It - Software | 2.81 | 275933 | 48.26 |
| Equity | GE Vernova T&D | Electrical Equipment | 2.81 | 114817 | 48.23 |
| Equity | Indegene | Healthcare Services | 2.75 | 801410 | 47.34 |
| Equity | Nippon Life Ind. | Capital Markets | 2.72 | 436545 | 46.71 |
| Equity | Finolex Cables | Industrial Products | 2.59 | 307450 | 44.58 |
| Equity | Affle 3i | It - Services | 2.59 | 295095 | 44.58 |
| Equity | SJS Enterprises | Auto Components | 2.27 | 173266 | 39.12 |
| Equity | Rategain Travel | It - Software | 2.26 | 457308 | 38.94 |
| Equity | Sapphire Foods | Leisure Services | 2.23 | 1811162 | 38.41 |
| Equity | AAVAS Financiers | Finance | 2.22 | 314465 | 38.11 |
| Equity | Vedanta Aluminiu | Non - Ferrous Metals | 2.18 | 908004 | 37.49 |
| Equity | 360 ONE | Capital Markets | 2.13 | 356524 | 36.72 |
| Equity | Tips Music | Entertainment | 1.89 | 495344 | 32.58 |
| Equity | Kirl.Pneumatic | Industrial Products | 1.83 | 465304 | 31.48 |
| Equity | M & M | Automobiles | 1.63 | 94886 | 27.99 |
| Equity | IndusInd Bank | Banks | 0.97 | 185771 | 16.74 |
| Equity | PB Fintech. | Financial Technology (Fintech) | 0.34 | 55541 | 5.90 |
| Equity | TVS Motor Co. | Automobiles | 0.03 | 1369 | 0.56 |
MY WEALTH AT RETIREMENT
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Key information
Fund House:
Sundaram Mutual Fund
Incorporation Date:
26-Feb-1996
Total Assets Managed (Cr.):
82,588.73
Trustee/s:
K V Ramanathan, S Viji, R Rajamani, Sundaram Trustee Company
Chairman:
NA
CEO / MD:
Anand Radhakrishnan
CIO:
NA
President:
NA
Director/s:
T T Srinivasaraghavan, Sunil Subramaniam
Compliance Officer/s:
P Sundararajan
Investor Service Officer/s:
P.Rahul Mayor
Fund Manager/s:
Madanagopal Ramu
Auditors:
NA
OTHER INFORMATION
Registered Office:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact Nos:
044-2858 3362/3367
Fax:
044-2858 3156
Website:
