Sundaram Business Cycle Fund Regular IDCW
Summary Info
Fund Name
: Sundaram Mutual Fund
Scheme Name
: Sundaram Business Cycle Fund Regular IDCW
AMC
: Sundaram Mutual Fund
Type
: Open
Category
: Equity - Diversified
Launch Date
: 05-Jun-2024
Fund Manager
: Ratish Varier
Net Assets (Rs. cr)
: 1783.74
Sundaram Business Cycle Fund Regular IDCW - Nav Details
Nav Date
: 17-Sep-2025
NAV [Rs.]
: 11.2926
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 IDCW- NAV Chart
Sundaram Business Cycle Fund Regular IDCW- Performance(%)
Returns above 1 yr. are annualized
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since INC | |
|---|---|---|---|---|---|---|---|---|
| Scheme Returns | 1.52 | 3.77 | 3.65 | 16.97 | 3.04 | - | - | 9.68 |
| Category Avg | 1.75 | 3.41 | 2.55 | 17.86 | -1.96 | 18.56 | 22.49 | 15.53 |
| Category Best | 6.68 | 9.59 | 9.75 | 42.22 | 20.03 | 31.38 | 35.54 | 49.85 |
| Category Worst | -0.42 | -1.86 | -5.24 | -0.86 | -17.8 | 3.48 | 11.7 | -22.61 |
Sundaram Business Cycle Fund Regular IDCW- Latest Dividends
No Records Found
Sundaram Business Cycle Fund Regular IDCW- Investment Details
Min. Investment(Rs.)
: 100
Increm.Investment(Rs.)
: 100
In & Out
In
InName Of The CompanyNo Of Shares
Landmark Cars12,634
Out
InName Of The CompanyNo Of Shares
Electronics Mart12,71,179
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Bharti Airtel | Telecom - Services | 5.38 | 508213 | 95.99 |
| Equity | Eternal Ltd | Retailing | 5.34 | 3037687 | 95.36 |
| Equity | Kotak Mah. Bank | Banks | 5.04 | 458868 | 89.95 |
| Equity | Larsen & Toubro | Construction | 4.40 | 218399 | 78.64 |
| Equity | Reliance Industr | Petroleum Products | 3.42 | 450032 | 61.07 |
| Equity | Amber Enterp. | Consumer Durables | 3.37 | 82922 | 60.26 |
| Equity | Sapphire Foods | Leisure Services | 3.05 | 1667730 | 54.54 |
| Equity | Affle 3i | It - Services | 2.55 | 238924 | 45.57 |
| Equity | M & M | Automobiles | 2.48 | 138287 | 44.24 |
| Equity | Ambuja Cements | Cement & Cement Products | 2.45 | 778529 | 43.84 |
| Equity | HDFC Life Insur. | Insurance | 2.36 | 546537 | 42.19 |
| Equity | Hindalco Inds. | Non - Ferrous Metals | 2.30 | 584396 | 41.13 |
| Equity | Amara Raja Ener. | Auto Components | 2.20 | 397564 | 39.36 |
| Equity | Delhivery | Transport Services | 2.17 | 829451 | 38.82 |
| Equity | Jubilant Food. | Leisure Services | 2.12 | 604375 | 37.93 |
| Equity | PB Fintech. | Financial Technology (Fintech) | 2.04 | 206052 | 36.48 |
| Equity | Tata Power Co. | Power | 2.00 | 956556 | 35.78 |
| Equity | SKF India | Industrial Products | 1.99 | 80193 | 35.60 |
| Equity | United Breweries | Beverages | 1.95 | 188178 | 34.81 |
| Equity | Cyient | It - Services | 1.94 | 296292 | 34.60 |
| Equity | United Spirits | Beverages | 1.92 | 261738 | 34.31 |
| Equity | Tata Motors | Automobiles | 1.88 | 502561 | 33.62 |
| Equity | Dr Lal Pathlabs | Healthcare Services | 1.85 | 99875 | 33.04 |
| Equity | Bharat Electron | Aerospace & Defense | 1.73 | 836771 | 30.91 |
| Equity | Kirl.Pneumatic | Industrial Products | 1.59 | 233600 | 28.46 |
| Equity | Narayana Hrudaya | Healthcare Services | 1.57 | 160489 | 28.14 |
| Equity | FSN E-Commerce | Retailing | 1.52 | 1178268 | 27.11 |
| Equity | Prudent Corp. | Capital Markets | 1.47 | 94065 | 26.36 |
| Equity | ZF Commercial | Auto Components | 1.43 | 18202 | 25.61 |
| Equity | Craftsman Auto | Auto Components | 1.42 | 36737 | 25.39 |
| Equity | Crompton Gr. Con | Consumer Durables | 1.41 | 765716 | 25.26 |
| Equity | 360 ONE | Capital Markets | 1.36 | 238678 | 24.29 |
| Equity | Go Fashion (I) | Retailing | 1.36 | 343981 | 24.25 |
| Equity | Indegene | Healthcare Services | 1.30 | 430658 | 23.35 |
| Equity | Rategain Travel | It - Software | 1.25 | 435856 | 22.30 |
| Equity | KPIT Technologi. | It - Software | 1.16 | 173955 | 20.70 |
| Equity | Greaves Cotton | Industrial Products | 1.14 | 1027189 | 20.35 |
| Equity | Deepak Nitrite | Chemicals & Petrochemicals | 1.13 | 113612 | 20.31 |
| Equity | Tips Music | Entertainment | 1.08 | 331817 | 19.30 |
| Equity | SJS Enterprises | Auto Components | 0.97 | 133746 | 17.32 |
| Equity | Praj Industries | Industrial Manufacturing | 0.77 | 351237 | 13.74 |
| Equity | Ola Electric | Automobiles | 0.72 | 2386504 | 12.89 |
| Equity | Just Dial | Retailing | 0.59 | 130768 | 10.57 |
| Equity | Landmark Cars | Automobiles | 0.04 | 12634 | 0.76 |
| Cash & Cash Equivalent | |||||
| Reverse Repo | TREPS | -/- | 9.98 | 0 | 178.03 |
| Net CA & Others | Net CA & Others | -/- | 0.61 | 0 | 10.94 |
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.):
69,421.44
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:
