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)
: 1756.07
Sundaram Business Cycle Fund Regular IDCW - Nav Details
Nav Date
: 26-Jun-2025
NAV [Rs.]
: 11.0273
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 | 3.06 | 2.86 | 9.76 | 1.89 | 10.12 | - | - | 10.24 |
| Category Avg | 1.47 | 2.83 | 9.37 | 1.46 | 4.26 | 23.84 | 25.4 | 16.03 |
| Category Best | 3.19 | 7.59 | 31.81 | 17.73 | 30.84 | 40.68 | 45.74 | 58.13 |
| Category Worst | -1.08 | - | -1.35 | -19.89 | -17.07 | 8.63 | 13.08 | -20.96 |
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
--
Out
InName Of The CompanyNo Of Shares
--
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Bharti Airtel | Telecom - Services | 5.37 | 508213 | 94.33 |
| Equity | Kotak Mah. Bank | Banks | 4.99 | 422649 | 87.68 |
| Equity | Larsen & Toubro | Construction | 4.57 | 218399 | 80.26 |
| Equity | Eternal Ltd | Retailing | 4.12 | 3037687 | 72.39 |
| Equity | Reliance Industr | Petroleum Products | 3.88 | 480134 | 68.22 |
| Equity | Amber Enterp. | Consumer Durables | 3.18 | 86113 | 55.90 |
| Equity | Sapphire Foods | Leisure Services | 2.96 | 1639530 | 52.15 |
| Equity | Ambuja Cements | Cement & Cement Products | 2.45 | 778529 | 43.09 |
| Equity | Affle 3i | It - Services | 2.44 | 247262 | 42.91 |
| Equity | HDFC Life Insur. | Insurance | 2.41 | 546537 | 42.45 |
| Equity | Amara Raja Ener. | Auto Components | 2.33 | 397564 | 40.97 |
| Equity | Jubilant Food. | Leisure Services | 2.25 | 604375 | 39.61 |
| Equity | PB Fintech. | Financial Technology (Fintech) | 2.24 | 224164 | 39.48 |
| Equity | Cyient | It - Services | 2.09 | 272994 | 36.76 |
| Equity | Tata Motors | Automobiles | 2.05 | 502561 | 36.15 |
| Equity | SKF India | Industrial Products | 2.03 | 76200 | 35.78 |
| Equity | United Spirits | Beverages | 1.94 | 224589 | 34.13 |
| Equity | Hindalco Inds. | Non - Ferrous Metals | 1.92 | 534199 | 33.84 |
| Equity | Bharat Electron | Aerospace & Defense | 1.83 | 836771 | 32.18 |
| Equity | Delhivery | Transport Services | 1.80 | 884502 | 31.66 |
| Equity | Kirl.Pneumatic | Industrial Products | 1.67 | 234751 | 29.43 |
| Equity | Tata Power Co. | Power | 1.65 | 740627 | 29.09 |
| Equity | Narayana Hrudaya | Healthcare Services | 1.59 | 160489 | 27.98 |
| Equity | Prudent Corp. | Capital Markets | 1.58 | 94065 | 27.77 |
| Equity | Craftsman Auto | Auto Components | 1.52 | 47911 | 26.85 |
| Equity | M & M | Automobiles | 1.45 | 85974 | 25.59 |
| Equity | United Breweries | Beverages | 1.43 | 127766 | 25.25 |
| Equity | FSN E-Commerce | Retailing | 1.36 | 1178268 | 23.94 |
| Equity | Crompton Gr. Con | Consumer Durables | 1.33 | 665716 | 23.49 |
| Equity | Go Fashion (I) | Retailing | 1.31 | 271165 | 23.07 |
| Equity | Indian Energy Ex | Capital Markets | 1.10 | 968770 | 19.42 |
| Equity | Cams Services | Capital Markets | 1.05 | 46972 | 18.60 |
| Equity | Dr Lal Pathlabs | Healthcare Services | 1.04 | 65944 | 18.37 |
| Equity | Metropolis Healt | Healthcare Services | 1.01 | 106286 | 17.85 |
| Equity | Rategain Travel | It - Software | 0.98 | 391410 | 17.37 |
| Equity | Deepak Nitrite | Chemicals & Petrochemicals | 0.94 | 81738 | 16.57 |
| Equity | Electronics Mart | Retailing | 0.92 | 1347820 | 16.20 |
| Equity | SJS Enterprises | Auto Components | 0.83 | 133746 | 14.74 |
| Equity | Praj Industries | Industrial Manufacturing | 0.81 | 296628 | 14.23 |
| Equity | Bosch | Auto Components | 0.80 | 4473 | 14.05 |
| Equity | Graphite India | Industrial Products | 0.77 | 250773 | 13.69 |
| Equity | Greaves Cotton | Industrial Products | 0.71 | 632038 | 12.60 |
| Equity | Ola Electric | Automobiles | 0.69 | 2386504 | 12.16 |
| Equity | Cello World | Consumer Durables | 0.58 | 167719 | 10.33 |
| Equity | Just Dial | Retailing | 0.43 | 85455 | 7.59 |
| Cash & Cash Equivalent | |||||
| Reverse Repo | TREPS | -/- | 14.39 | 0 | 252.80 |
| Net CA & Others | Net CA & Others | -/- | 0.96 | 0 | 16.87 |
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:
