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)
: 1650.24
Sundaram Business Cycle Fund Regular G - Nav Details
Nav Date
: 20-Jul-2026
NAV [Rs.]
: 11.081
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 | -1.04 | 0.77 | 9.01 | 7 | 0.56 | - | - | 5.08 |
| Category Avg | -0.2 | 1.81 | 4.64 | 3.81 | 3.14 | 14.81 | 13.69 | 13.53 |
| Category Best | 1.89 | 7.93 | 20.99 | 28.53 | 24.15 | 41.35 | 24.44 | 42.26 |
| Category Worst | -2.79 | -3.64 | -7.31 | -10.85 | -15.72 | -2.77 | 2.01 | -12.3 |
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
Kirloskar Oil2,18,584
Out
InName Of The CompanyNo Of Shares
Natl. Aluminium14,83,506
Craftsman Auto25,377
Bharat Electron5,26,451
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Radico Khaitan | Beverages | 4.86 | 203603 | 80.33 |
| Equity | Oracle Fin.Serv. | It - Software | 4.36 | 66896 | 72.08 |
| Equity | Eternal | Retailing | 4.11 | 2563638 | 67.83 |
| Equity | Interglobe Aviat | Transport Services | 4.03 | 124163 | 66.65 |
| Equity | MTAR Technologie | Electrical Equipment | 3.99 | 86484 | 65.90 |
| Equity | Shriram Finance | Finance | 3.83 | 607582 | 63.31 |
| Equity | Polycab India | Industrial Products | 3.63 | 60191 | 59.95 |
| Equity | Delhivery | Transport Services | 3.57 | 1250781 | 59.04 |
| Equity | Five-Star Bus.Fi | Finance | 3.55 | 1160539 | 58.61 |
| Equity | FSN E-Commerce | Retailing | 3.42 | 1815799 | 56.44 |
| Equity | TD Power Systems | Electrical Equipment | 3.31 | 442089 | 54.74 |
| Equity | Rategain Travel | It - Software | 3.18 | 584834 | 52.58 |
| Equity | PB Fintech. | Financial Technology (Fintech) | 3.13 | 318068 | 51.80 |
| Equity | Kirloskar Oil | Industrial Products | 3.13 | 218584 | 51.67 |
| Equity | SBI | Banks | 3.11 | 500619 | 51.40 |
| Equity | Kirl.Pneumatic | Industrial Products | 3.10 | 262754 | 51.31 |
| Equity | Nippon Life Ind. | Capital Markets | 3.07 | 436545 | 50.72 |
| Equity | AAVAS Financiers | Finance | 2.89 | 314465 | 47.82 |
| Equity | Bank of Baroda | Banks | 2.78 | 1687113 | 45.95 |
| Equity | Coforge | It - Software | 2.76 | 311112 | 45.59 |
| Equity | UltraTech Cem. | Cement & Cement Products | 2.70 | 39663 | 44.63 |
| Equity | Tips Music | Entertainment | 2.68 | 707695 | 44.35 |
| Equity | Ujjivan Small | Banks | 2.68 | 7499680 | 44.28 |
| Equity | Indegene | Healthcare Services | 2.55 | 801410 | 42.10 |
| Equity | Affle 3i | It - Services | 2.53 | 295095 | 41.88 |
| Equity | Angel One | Capital Markets | 2.35 | 1173195 | 38.79 |
| Equity | SJS Enterprises | Auto Components | 2.32 | 173266 | 38.43 |
| Equity | 360 ONE | Capital Markets | 2.32 | 356524 | 38.31 |
| Equity | H P C L | Petroleum Products | 1.90 | 796492 | 31.41 |
| Equity | Kalyan Jewellers | Consumer Durables | 1.82 | 777140 | 30.05 |
| Equity | M & M | Automobiles | 1.76 | 94886 | 29.11 |
| Equity | IndusInd Bank | Banks | 1.04 | 185771 | 17.16 |
| Equity | Amber Enterp. | Consumer Durables | 0.98 | 21596 | 16.26 |
| Equity | TVS Motor Co. | Automobiles | 0.02 | 1369 | 0.47 |
MY WEALTH AT RETIREMENT
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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:
