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)
: 1576.42
Sundaram Business Cycle Fund Regular G - Nav Details
Nav Date
: 21-May-2026
NAV [Rs.]
: 10.3952
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 | 1.58 | 1.88 | -0.8 | -6.38 | -2.33 | - | - | 1.85 |
| Category Avg | 0.79 | -0.19 | -0.99 | -3.39 | 3.41 | 16.54 | 14.87 | 12.53 |
| Category Best | 3.73 | 9.72 | 12 | 11.32 | 23.87 | 31.43 | 26.01 | 41.61 |
| Category Worst | -1.94 | -10.31 | -13.66 | -20.51 | -14.62 | 1.15 | 2.99 | -16.82 |
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
Oracle Fin.Serv.66,896
Bank of Baroda16,87,113
Five-Star Bus.Fi8,47,664
Nippon Life Ind.4,01,115
Angel One9,62,800
Coforge1,85,160
H P C L4,22,579
Out
InName Of The CompanyNo Of Shares
Kotak Mah. Bank15,72,270
HDFC Bank7,53,982
Reliance Industr3,60,853
ZF Commercial20,306
Amara Raja Ener.2,86,566
Cyient1,67,945
KPIT Technologi.1,73,955
NIIT Learning2,69,566
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Oracle Fin.Serv. | It - Software | 4.12 | 66896 | 65.06 |
| Equity | Eternal | Retailing | 4.01 | 2563638 | 63.32 |
| Equity | Radico Khaitan | Beverages | 3.67 | 169349 | 57.96 |
| Equity | Shriram Finance | Finance | 3.61 | 607582 | 56.95 |
| Equity | MTAR Technologie | Electrical Equipment | 3.54 | 86484 | 55.84 |
| Equity | Larsen & Toubro | Construction | 3.46 | 136091 | 54.62 |
| Equity | SBI | Banks | 3.39 | 500619 | 53.48 |
| Equity | Jubilant Food. | Leisure Services | 3.19 | 1052031 | 50.35 |
| Equity | Interglobe Aviat | Transport Services | 3.12 | 114679 | 49.25 |
| Equity | Polycab India | Industrial Products | 3.09 | 60191 | 48.81 |
| Equity | FSN E-Commerce | Retailing | 3.04 | 1815799 | 48.07 |
| Equity | Delhivery | Transport Services | 2.99 | 1010913 | 47.21 |
| Equity | Tips Music | Entertainment | 2.91 | 707695 | 45.97 |
| Equity | UltraTech Cem. | Cement & Cement Products | 2.91 | 39663 | 45.95 |
| Equity | Bank of Baroda | Banks | 2.81 | 1687113 | 44.44 |
| Equity | Natl. Aluminium | Non - Ferrous Metals | 2.81 | 1111692 | 44.38 |
| Equity | AAVAS Financiers | Finance | 2.75 | 314465 | 43.41 |
| Equity | PB Fintech. | Financial Technology (Fintech) | 2.72 | 258117 | 43.00 |
| Equity | Amber Enterp. | Consumer Durables | 2.70 | 53230 | 42.71 |
| Equity | Affle 3i | It - Services | 2.66 | 295095 | 41.95 |
| Equity | Five-Star Bus.Fi | Finance | 2.57 | 847664 | 40.64 |
| Equity | Nippon Life Ind. | Capital Markets | 2.56 | 401115 | 40.51 |
| Equity | Indegene | Healthcare Services | 2.54 | 801410 | 40.05 |
| Equity | Kirl.Pneumatic | Industrial Products | 2.50 | 262754 | 39.49 |
| Equity | Ujjivan Small | Banks | 2.30 | 6385406 | 36.32 |
| Equity | TD Power Systems | Electrical Equipment | 2.02 | 277236 | 31.95 |
| Equity | SJS Enterprises | Auto Components | 1.98 | 173266 | 31.34 |
| Equity | Angel One | Capital Markets | 1.88 | 962800 | 29.72 |
| Equity | M & M | Automobiles | 1.86 | 94886 | 29.39 |
| Equity | Rategain Travel | It - Software | 1.85 | 486045 | 29.28 |
| Equity | 360 ONE | Capital Markets | 1.77 | 270142 | 27.95 |
| Equity | Craftsman Auto | Auto Components | 1.70 | 34981 | 26.89 |
| Equity | Bharat Electron | Aerospace & Defense | 1.44 | 526451 | 22.70 |
| Equity | Coforge | It - Software | 1.40 | 185160 | 22.14 |
| Equity | Bharti Airtel | Telecom - Services | 1.32 | 111109 | 20.96 |
| Equity | Neuland Labs. | Pharmaceuticals & Biotechnology | 1.16 | 12250 | 18.37 |
| Equity | Urban Company | Retailing | 1.10 | 1144081 | 17.35 |
| Equity | IndusInd Bank | Banks | 1.07 | 185771 | 17.01 |
| Equity | H P C L | Petroleum Products | 1.00 | 422579 | 15.82 |
| Equity | Sapphire Foods | Leisure Services | 0.94 | 725863 | 14.92 |
| Equity | Landmark Cars | Automobiles | 0.47 | 186650 | 7.51 |
| Equity | TVS Motor Co. | Automobiles | 0.03 | 1369 | 0.47 |
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.):
74,954.10
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:
