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)
: 1617.88
Sundaram Business Cycle Fund Regular G - Nav Details
Nav Date
: 09-Apr-2026
NAV [Rs.]
: 9.7181
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 | 5.15 | 0.33 | -8.79 | -12.22 | 0.5 | - | - | -1.58 |
| Category Avg | 5.09 | 0.69 | -4.8 | -4.86 | 10.17 | 17.05 | 14.71 | 11.43 |
| Category Best | 7.96 | 7.77 | 4.13 | 7.04 | 30.87 | 33.34 | 28.2 | 38.25 |
| Category Worst | 0.37 | -5.05 | -15.27 | -18.53 | -8.9 | 0.73 | 3.3 | -19.36 |
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
HDFC Bank7,53,982
Shriram Finance5,45,690
Polycab India67,101
SBI4,21,501
Natl. Aluminium10,16,568
TVS Motor Co.1,09,347
Radico Khaitan1,31,787
Interglobe Aviat87,006
UltraTech Cem.29,891
Neuland Labs.12,250
Ujjivan Small21,98,836
TD Power Systems14,762
MTAR Technologie181
Out
InName Of The CompanyNo Of Shares
Hindalco Inds.5,84,396
Hind.Aeronautics1,27,171
United Spirits3,13,950
Ambuja Cements8,11,735
Sona BLW Precis.6,23,711
Narayana Hrudaya1,66,330
Kansai Nerolac12,97,205
Greaves Cotton13,66,825
SKF India Indus.80,193
Deepak Nitrite1,16,569
Britannia Inds.27,365
A B Real Estate1,22,876
Swiggy4,28,845
Go Fashion (I)3,91,246
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Eternal | Retailing | 5.52 | 3388871 | 77.59 |
| Equity | Larsen & Toubro | Construction | 4.75 | 190306 | 66.68 |
| Equity | Kotak Mah. Bank | Banks | 3.95 | 1572270 | 55.56 |
| Equity | HDFC Bank | Banks | 3.92 | 753982 | 55.15 |
| Equity | Reliance Industr | Petroleum Products | 3.45 | 360853 | 48.49 |
| Equity | M & M | Automobiles | 3.41 | 162197 | 47.92 |
| Equity | Shriram Finance | Finance | 3.39 | 545690 | 47.58 |
| Equity | Amber Enterp. | Consumer Durables | 3.38 | 72658 | 47.58 |
| Equity | Polycab India | Industrial Products | 3.27 | 67101 | 45.92 |
| Equity | FSN E-Commerce | Retailing | 3.03 | 1815799 | 42.67 |
| Equity | Delhivery | Transport Services | 3.00 | 1010913 | 42.12 |
| Equity | SBI | Banks | 2.94 | 421501 | 41.28 |
| Equity | Natl. Aluminium | Non - Ferrous Metals | 2.79 | 1016568 | 39.24 |
| Equity | Affle 3i | It - Services | 2.79 | 270788 | 39.23 |
| Equity | PB Fintech. | Financial Technology (Fintech) | 2.62 | 258117 | 36.85 |
| Equity | TVS Motor Co. | Automobiles | 2.62 | 109347 | 36.78 |
| Equity | Indegene | Healthcare Services | 2.48 | 801410 | 34.82 |
| Equity | Radico Khaitan | Beverages | 2.46 | 131787 | 34.65 |
| Equity | Interglobe Aviat | Transport Services | 2.44 | 87006 | 34.31 |
| Equity | Jubilant Food. | Leisure Services | 2.42 | 784108 | 34.03 |
| Equity | Bharat Electron | Aerospace & Defense | 2.38 | 836771 | 33.52 |
| Equity | UltraTech Cem. | Cement & Cement Products | 2.28 | 29891 | 32.11 |
| Equity | SJS Enterprises | Auto Components | 2.25 | 204053 | 31.64 |
| Equity | ZF Commercial | Auto Components | 1.99 | 20306 | 27.95 |
| Equity | AAVAS Financiers | Finance | 1.96 | 255962 | 27.59 |
| Equity | Kirl.Pneumatic | Industrial Products | 1.94 | 262754 | 27.32 |
| Equity | 360 ONE | Capital Markets | 1.82 | 270142 | 25.65 |
| Equity | Craftsman Auto | Auto Components | 1.73 | 34981 | 24.40 |
| Equity | Tips Music | Entertainment | 1.43 | 407695 | 20.12 |
| Equity | Bharti Airtel | Telecom - Services | 1.41 | 111109 | 19.80 |
| Equity | Amara Raja Ener. | Auto Components | 1.37 | 286566 | 19.27 |
| Equity | Rategain Travel | It - Software | 1.34 | 430943 | 18.88 |
| Equity | Urban Company | Retailing | 1.16 | 1378370 | 16.38 |
| Equity | Neuland Labs. | Pharmaceuticals & Biotechnology | 1.04 | 12250 | 14.73 |
| Equity | IndusInd Bank | Banks | 0.99 | 185771 | 13.97 |
| Equity | Cyient | It - Services | 0.90 | 167945 | 12.64 |
| Equity | Ujjivan Small | Banks | 0.79 | 2198836 | 11.10 |
| Equity | KPIT Technologi. | It - Software | 0.78 | 173955 | 11.04 |
| Equity | Sapphire Foods | Leisure Services | 0.77 | 725863 | 10.91 |
| Equity | NIIT Learning | Other Consumer Services | 0.50 | 269566 | 7.06 |
| Equity | Landmark Cars | Automobiles | 0.48 | 186650 | 6.76 |
| Equity | TD Power Systems | Electrical Equipment | 0.08 | 14762 | 1.25 |
| Equity | MTAR Technologie | Electrical Equipment | 0.00 | 181 | 0.06 |
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:
