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
: Ratish Varier
Net Assets (Rs. cr)
: 1808.48
Sundaram Business Cycle Fund Direct G - Nav Details
Nav Date
: 30-Oct-2025
NAV [Rs.]
: 11.4795
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 | 0.86 | 3.46 | 3.58 | 9.94 | 8.69 | - | - | 10.97 |
| Category Avg | 0.84 | 4.53 | 3.84 | 10 | 4.79 | 19.28 | 23.13 | 15.58 |
| Category Best | 3.36 | 8.58 | 11.66 | 22.1 | 21.29 | 33.44 | 36.26 | 46.91 |
| Category Worst | -1.37 | 0.08 | -4.43 | -2.12 | -13.12 | 3.16 | 11.19 | -19.8 |
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
Kansai Nerolac10,46,356
Sona BLW Precis.6,23,711
Urban Company13,69,628
Out
InName Of The CompanyNo Of Shares
Tata Motors5,02,561
Crompton Gr. Con7,65,716
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Eternal Ltd | Retailing | 5.46 | 3037687 | 98.87 |
| Equity | Bharti Airtel | Telecom - Services | 5.42 | 522560 | 98.15 |
| Equity | Kotak Mah. Bank | Banks | 5.05 | 458868 | 91.43 |
| Equity | Larsen & Toubro | Construction | 4.41 | 218399 | 79.91 |
| Equity | Amber Enterp. | Consumer Durables | 3.65 | 81788 | 66.15 |
| Equity | Reliance Industr | Petroleum Products | 3.39 | 450032 | 61.38 |
| Equity | M & M | Automobiles | 3.14 | 165749 | 56.80 |
| Equity | Sapphire Foods | Leisure Services | 2.74 | 1688302 | 49.60 |
| Equity | Affle 3i | It - Services | 2.57 | 238924 | 46.53 |
| Equity | Hindalco Inds. | Non - Ferrous Metals | 2.46 | 584396 | 44.52 |
| Equity | Ambuja Cements | Cement & Cement Products | 2.45 | 778529 | 44.37 |
| Equity | HDFC Life Insur. | Insurance | 2.28 | 546537 | 41.34 |
| Equity | Amara Raja Ener. | Auto Components | 2.17 | 397564 | 39.33 |
| Equity | SKF India | Industrial Products | 2.09 | 80193 | 37.81 |
| Equity | Delhivery | Transport Services | 2.06 | 829451 | 37.32 |
| Equity | Jubilant Food. | Leisure Services | 2.06 | 604375 | 37.31 |
| Equity | Tata Power Co. | Power | 2.05 | 956556 | 37.17 |
| Equity | United Spirits | Beverages | 2.04 | 279909 | 37.06 |
| Equity | PB Fintech. | Financial Technology (Fintech) | 1.93 | 206052 | 35.07 |
| Equity | Cyient | It - Services | 1.87 | 296292 | 33.96 |
| Equity | United Breweries | Beverages | 1.87 | 188178 | 33.88 |
| Equity | Bharat Electron | Aerospace & Defense | 1.86 | 836771 | 33.80 |
| Equity | Dr Lal Pathlabs | Healthcare Services | 1.72 | 99875 | 31.14 |
| Equity | Kirl.Pneumatic | Industrial Products | 1.59 | 240195 | 28.90 |
| Equity | Rategain Travel | It - Software | 1.55 | 435856 | 28.10 |
| Equity | Narayana Hrudaya | Healthcare Services | 1.54 | 160489 | 27.88 |
| Equity | 360 ONE | Capital Markets | 1.52 | 270142 | 27.66 |
| Equity | FSN E-Commerce | Retailing | 1.51 | 1178268 | 27.38 |
| Equity | Go Fashion (I) | Retailing | 1.44 | 387249 | 26.10 |
| Equity | Kansai Nerolac | Consumer Durables | 1.43 | 1046356 | 25.88 |
| Equity | Sona BLW Precis. | Auto Components | 1.42 | 623711 | 25.68 |
| Equity | ZF Commercial | Auto Components | 1.40 | 19644 | 25.35 |
| Equity | Craftsman Auto | Auto Components | 1.38 | 36737 | 24.95 |
| Equity | Prudent Corp. | Capital Markets | 1.34 | 94065 | 24.25 |
| Equity | Indegene | Healthcare Services | 1.33 | 430658 | 24.15 |
| Equity | Urban Company | Retailing | 1.26 | 1369628 | 22.92 |
| Equity | Greaves Cotton | Industrial Products | 1.20 | 1027189 | 21.76 |
| Equity | Deepak Nitrite | Chemicals & Petrochemicals | 1.18 | 116569 | 21.39 |
| Equity | Tips Music | Entertainment | 1.07 | 331817 | 19.49 |
| Equity | SJS Enterprises | Auto Components | 1.07 | 133746 | 19.42 |
| Equity | KPIT Technologi. | It - Software | 1.05 | 173955 | 19.09 |
| Equity | Ola Electric | Automobiles | 0.75 | 2386504 | 13.59 |
| Equity | Praj Industries | Industrial Manufacturing | 0.64 | 351237 | 11.58 |
| Equity | Just Dial | Retailing | 0.59 | 130768 | 10.84 |
| Equity | Landmark Cars | Automobiles | 0.04 | 12634 | 0.75 |
MY WEALTH AT RETIREMENT
Calculate the worth of your wealth at retirement
Key information
Fund House:
Sundaram Mutual Fund
Incorporation Date:
26-Feb-1996
Total Assets Managed (Cr.):
74,005.23
Trustee/s:
R Rajamani, K V Ramanathan, S Viji, 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:
Ratish Varier
Auditors:
M/s Brahmayya & Co, CA, M/s Sundaram & Srinivasan
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:
