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
: Ratish Varier
Net Assets (Rs. cr)
: 1679.75
Sundaram Business Cycle Fund Regular G - Nav Details
Nav Date
: 27-Feb-2026
NAV [Rs.]
: 10.2073
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 | -0.96 | 1.38 | -6.2 | -5.06 | 6.12 | - | - | 1.89 |
| Category Avg | 0.64 | 4.18 | -1.87 | 2.21 | 15.61 | 19.4 | 16.65 | 13.46 |
| Category Best | 3.8 | 12.14 | 11.63 | 22.61 | 49.06 | 37.71 | 29.49 | 41.06 |
| Category Worst | -8.9 | -11.59 | -18.32 | -16.1 | -6.77 | 3.2 | 5.04 | -16.72 |
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
A B Real Estate94,900
Swiggy3,20,240
Out
InName Of The CompanyNo Of Shares
Prudent Corp.91,883
SKF India41,479
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Bharti Airtel | Telecom - Services | 6.23 | 532285 | 104.79 |
| Equity | Kotak Mah. Bank | Banks | 5.93 | 2444955 | 99.75 |
| Equity | Eternal | Retailing | 5.23 | 3214373 | 87.94 |
| Equity | Larsen & Toubro | Construction | 4.95 | 211772 | 83.27 |
| Equity | Reliance Industr | Petroleum Products | 3.73 | 450032 | 62.79 |
| Equity | Hindalco Inds. | Non - Ferrous Metals | 3.34 | 584396 | 56.25 |
| Equity | M & M | Automobiles | 3.31 | 162197 | 55.66 |
| Equity | Hind.Aeronautics | Aerospace & Defense | 3.12 | 113724 | 52.53 |
| Equity | Affle 3i | It - Services | 2.64 | 287076 | 44.41 |
| Equity | United Spirits | Beverages | 2.54 | 313950 | 42.77 |
| Equity | Amber Enterp. | Consumer Durables | 2.47 | 72658 | 41.53 |
| Equity | Ambuja Cements | Cement & Cement Products | 2.46 | 811735 | 41.41 |
| Equity | Delhivery | Transport Services | 2.30 | 916913 | 38.78 |
| Equity | PB Fintech. | Financial Technology (Fintech) | 2.30 | 234297 | 38.76 |
| Equity | Bharat Electron | Aerospace & Defense | 2.23 | 836771 | 37.57 |
| Equity | IndusInd Bank | Banks | 2.19 | 410607 | 36.79 |
| Equity | Cyient | It - Services | 2.11 | 312617 | 35.57 |
| Equity | SJS Enterprises | Auto Components | 2.02 | 204053 | 34.04 |
| Equity | Jubilant Food. | Leisure Services | 2.02 | 684733 | 34.03 |
| Equity | Amara Raja Ener. | Auto Components | 1.98 | 397564 | 33.37 |
| Equity | Kansai Nerolac | Consumer Durables | 1.95 | 1427147 | 32.85 |
| Equity | Sapphire Foods | Leisure Services | 1.90 | 1688302 | 32.00 |
| Equity | AAVAS Financiers | Finance | 1.88 | 216454 | 31.63 |
| Equity | Sona BLW Precis. | Auto Components | 1.84 | 623711 | 30.92 |
| Equity | 360 ONE | Capital Markets | 1.82 | 270142 | 30.64 |
| Equity | ZF Commercial | Auto Components | 1.81 | 20306 | 30.43 |
| Equity | Kirl.Pneumatic | Industrial Products | 1.78 | 262754 | 29.98 |
| Equity | Narayana Hrudaya | Healthcare Services | 1.75 | 166330 | 29.40 |
| Equity | Craftsman Auto | Auto Components | 1.57 | 36174 | 26.46 |
| Equity | Rategain Travel | It - Software | 1.57 | 430943 | 26.37 |
| Equity | Greaves Cotton | Industrial Products | 1.32 | 1366825 | 22.31 |
| Equity | Tips Music | Entertainment | 1.31 | 407695 | 22.17 |
| Equity | FSN E-Commerce | Retailing | 1.31 | 929370 | 22.07 |
| Equity | SKF India Indus. | Industrial Products | 1.29 | 80193 | 21.81 |
| Equity | Indegene | Healthcare Services | 1.27 | 444066 | 21.42 |
| Equity | Deepak Nitrite | Chemicals & Petrochemicals | 1.13 | 116569 | 19.14 |
| Equity | KPIT Technologi. | It - Software | 1.07 | 173955 | 18.12 |
| Equity | Urban Company | Retailing | 1.01 | 1378370 | 17.13 |
| Equity | Go Fashion (I) | Retailing | 0.96 | 417376 | 16.17 |
| Equity | Britannia Inds. | Food Products | 0.95 | 27365 | 16.03 |
| Equity | Landmark Cars | Automobiles | 0.78 | 338106 | 13.20 |
| Equity | A B Real Estate | Paper, Forest & Jute Products | 0.71 | 94900 | 12.01 |
| Equity | NIIT Learning | Other Consumer Services | 0.64 | 274063 | 10.87 |
| Equity | Swiggy | Retailing | 0.59 | 320240 | 9.91 |
| Equity | Billionbrains | Capital Markets | 0.39 | 378588 | 6.70 |
MY WEALTH AT RETIREMENT
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Key information
Fund House:
Sundaram Mutual Fund
Incorporation Date:
26-Feb-1996
Total Assets Managed (Cr.):
76,570.40
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:
