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)
: 1678.43
Sundaram Business Cycle Fund Regular IDCW - Nav Details
Nav Date
: 06-Jun-2025
NAV [Rs.]
: 10.8434
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 | 0.74 | 4.16 | 11.8 | -0.91 | - | - | - | 7.87 |
| Category Avg | 0.62 | 4.5 | 13.33 | -2.98 | 10.2 | 21.19 | 25.56 | 15.78 |
| Category Best | 3.48 | 20.98 | 49.21 | 15.02 | 33.61 | 37.81 | 48.56 | 61.51 |
| Category Worst | -1.23 | -0.6 | 1.08 | -12.92 | -7.3 | 6.62 | 13.81 | -21.04 |
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
Just Dial85,455
Out
InName Of The CompanyNo Of Shares
Interglobe Aviat14,747
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Bharti Airtel | Telecom - Services | 5.64 | 508213 | 94.75 |
| Equity | Kotak Mah. Bank | Banks | 5.41 | 411449 | 90.85 |
| Equity | Larsen & Toubro | Construction | 4.34 | 218399 | 72.96 |
| Equity | Eternal Ltd | Retailing | 4.20 | 3037687 | 70.63 |
| Equity | Reliance Industr | Petroleum Products | 4.01 | 480134 | 67.45 |
| Equity | Amber Enterp. | Consumer Durables | 3.05 | 83178 | 51.20 |
| Equity | Sapphire Foods | Leisure Services | 3.02 | 1605084 | 50.80 |
| Equity | Jubilant Food. | Leisure Services | 2.46 | 578111 | 41.35 |
| Equity | HDFC Life Insur. | Insurance | 2.42 | 546537 | 40.64 |
| Equity | Ambuja Cements | Cement & Cement Products | 2.40 | 746498 | 40.28 |
| Equity | Affle 3i | It - Services | 2.28 | 241762 | 38.29 |
| Equity | Amara Raja Ener. | Auto Components | 2.20 | 380337 | 36.96 |
| Equity | PB Fintech. | Financial Technology (Fintech) | 2.17 | 224164 | 36.43 |
| Equity | United Spirits | Beverages | 2.01 | 216734 | 33.89 |
| Equity | Cyient | It - Services | 1.93 | 272994 | 32.42 |
| Equity | Tata Motors | Automobiles | 1.81 | 473820 | 30.52 |
| Equity | Hindalco Inds. | Non - Ferrous Metals | 1.75 | 472816 | 29.53 |
| Equity | SKF India | Industrial Products | 1.71 | 74082 | 28.78 |
| Equity | Tata Power Co. | Power | 1.69 | 740627 | 28.46 |
| Equity | Narayana Hrudaya | Healthcare Services | 1.68 | 160489 | 28.25 |
| Equity | United Breweries | Beverages | 1.64 | 127766 | 27.59 |
| Equity | Delhivery | Transport Services | 1.61 | 884502 | 27.02 |
| Equity | Kirl.Pneumatic | Industrial Products | 1.58 | 234751 | 26.56 |
| Equity | Bharat Electron | Aerospace & Defense | 1.56 | 836771 | 26.28 |
| Equity | M & M | Automobiles | 1.50 | 85974 | 25.18 |
| Equity | Craftsman Auto | Auto Components | 1.40 | 51129 | 23.54 |
| Equity | FSN E-Commerce | Retailing | 1.36 | 1178268 | 22.90 |
| Equity | Go Fashion (I) | Retailing | 1.32 | 282163 | 22.17 |
| Equity | Crompton Gr. Con | Consumer Durables | 1.28 | 640556 | 21.60 |
| Equity | Prudent Corp. | Capital Markets | 1.24 | 94065 | 20.83 |
| Equity | Indian Energy Ex | Capital Markets | 1.09 | 968770 | 18.44 |
| Equity | Cams Services | Capital Markets | 1.09 | 46972 | 18.34 |
| Equity | Dr Lal Pathlabs | Healthcare Services | 1.08 | 65944 | 18.26 |
| Equity | Electronics Mart | Retailing | 1.02 | 1288176 | 17.23 |
| Equity | Rategain Travel | It - Software | 1.01 | 391410 | 16.97 |
| Equity | Metropolis Healt | Healthcare Services | 0.95 | 94113 | 16.01 |
| Equity | Deepak Nitrite | Chemicals & Petrochemicals | 0.94 | 81738 | 15.82 |
| Equity | Bosch | Auto Components | 0.78 | 4473 | 13.17 |
| Equity | Praj Industries | Industrial Manufacturing | 0.76 | 278634 | 12.85 |
| Equity | SJS Enterprises | Auto Components | 0.74 | 133746 | 12.43 |
| Equity | Ola Electric | Automobiles | 0.69 | 2386504 | 11.61 |
| Equity | Graphite India | Industrial Products | 0.67 | 250773 | 11.33 |
| Equity | Cello World | Consumer Durables | 0.54 | 167719 | 9.21 |
| Equity | Just Dial | Retailing | 0.47 | 85455 | 8.00 |
| Equity | Greaves Cotton | Industrial Products | 0.41 | 351590 | 7.01 |
| Cash & Cash Equivalent | |||||
| Reverse Repo | TREPS | -/- | 15.97 | 0 | 268.12 |
| Net CA & Others | Net CA & Others | -/- | 0.90 | 0 | 15.27 |
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.):
65,593.02
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:
