Sundaram Business Cycle Fund Regular G
Summary Info
Fund Name
: Sundaram Mutual Fund
Scheme Name
: Sundaram Business Cycle Fund Regular 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 Regular G - Nav Details
Nav Date
: 17-Sep-2026
NAV [Rs.]
: 11.2259
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 Regular G- NAV Chart
Sundaram Business Cycle Fund Regular G- Performance(%)
Returns above 1 yr. are annualized
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since INC | |
|---|---|---|---|---|---|---|---|---|
| Scheme Returns | -2.24 | -3.07 | 3.93 | 19.03 | -0.59 | - | - | 5.32 |
| Category Avg | -1.56 | -2.96 | 1.12 | 10.91 | 1.71 | 12.12 | 11.66 | 12.75 |
| Category Best | 0.25 | 8.44 | 18.67 | 40.39 | 27.28 | 36.6 | 22.83 | 40.33 |
| Category Worst | -4.62 | -6.81 | -7.03 | -6.02 | -19.52 | -5.29 | -0.53 | -12.69 |
Sundaram Business Cycle Fund Regular G- Latest Dividends
No Records Found
Sundaram Business Cycle Fund Regular G- Investment Details
Min. Investment(Rs.)
: 100
Increm.Investment(Rs.)
: 100
In & Out
In
InName Of The CompanyNo Of Shares
Dhoot Transmissi3,82,866
Lenskart Solut.7,87,847
One 972,87,770
Sapphire Foods18,11,162
Out
InName Of The CompanyNo Of Shares
UltraTech Cem.39,663
Bank of Baroda16,87,113
Amber Enterp.21,596
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Radico Khaitan | Beverages | 5.22 | 203603 | 91.31 |
| Equity | Eternal | Retailing | 4.81 | 2563638 | 84.11 |
| Equity | PB Fintech. | Financial Technology (Fintech) | 4.27 | 398467 | 74.71 |
| Equity | TD Power Systems | Electrical Equipment | 4.19 | 943196 | 73.28 |
| Equity | Shriram Finance | Finance | 3.85 | 607582 | 67.43 |
| Equity | MTAR Technologie | Electrical Equipment | 3.84 | 95458 | 67.23 |
| Equity | Interglobe Aviat | Transport Services | 3.71 | 124163 | 64.98 |
| Equity | FSN E-Commerce | Retailing | 3.63 | 1815799 | 63.47 |
| Equity | Oracle Fin.Serv. | It - Software | 3.60 | 50215 | 62.96 |
| Equity | Kalyan Jewellers | Consumer Durables | 3.38 | 985355 | 59.21 |
| Equity | Delhivery | Transport Services | 3.26 | 1250781 | 57.06 |
| Equity | Polycab India | Industrial Products | 3.25 | 60191 | 56.85 |
| Equity | Dhoot Transmissi | Auto Components | 3.23 | 382866 | 56.45 |
| Equity | Kirloskar Oil | Industrial Products | 2.98 | 248584 | 52.18 |
| Equity | Lenskart Solut. | Retailing | 2.98 | 787847 | 52.18 |
| Equity | Ujjivan Small | Banks | 2.96 | 7499680 | 51.83 |
| Equity | Nippon Life Ind. | Capital Markets | 2.92 | 436545 | 51.17 |
| Equity | GE Vernova T&D | Electrical Equipment | 2.92 | 114817 | 51.03 |
| Equity | Five-Star Bus.Fi | Finance | 2.86 | 936337 | 50.09 |
| Equity | One 97 | Financial Technology (Fintech) | 2.82 | 287770 | 49.41 |
| Equity | Indegene | Healthcare Services | 2.80 | 801410 | 49.01 |
| Equity | Affle 3i | It - Services | 2.69 | 295095 | 47.15 |
| Equity | SJS Enterprises | Auto Components | 2.46 | 173266 | 43.11 |
| Equity | Rategain Travel | It - Software | 2.45 | 457308 | 42.88 |
| Equity | Sapphire Foods | Leisure Services | 2.43 | 1811162 | 42.45 |
| Equity | 360 ONE | Capital Markets | 2.39 | 356524 | 41.89 |
| Equity | AAVAS Financiers | Finance | 2.27 | 314465 | 39.66 |
| Equity | Vedanta Aluminiu | Non - Ferrous Metals | 2.26 | 908004 | 39.51 |
| Equity | Coforge | It - Software | 2.15 | 189634 | 37.64 |
| Equity | Kirl.Pneumatic | Industrial Products | 2.14 | 525508 | 37.55 |
| Equity | Tips Music | Entertainment | 1.82 | 495344 | 31.89 |
| Equity | M & M | Automobiles | 1.78 | 94886 | 31.14 |
| Equity | IndusInd Bank | Banks | 1.08 | 185771 | 18.88 |
| Equity | TVS Motor Co. | Automobiles | 0.03 | 1369 | 0.59 |
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.):
76,995.45
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:
Madanagopal Ramu
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:
