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)
: 1845
Sundaram Business Cycle Fund Regular IDCW - Nav Details
Nav Date
: 19-Nov-2025
NAV [Rs.]
: 11.0698
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 | 0.83 | -0.52 | 0.64 | 3.47 | 6.96 | - | - | 7.51 |
| Category Avg | 0.26 | 1.02 | 3.03 | 5.73 | 7.44 | 18.8 | 21.16 | 15.29 |
| Category Best | 3.63 | 5.24 | 14 | 22.23 | 27.64 | 33.28 | 34.25 | 45.83 |
| Category Worst | -1.37 | -5.68 | -5.61 | -3.7 | -13.71 | 1.9 | 8.1 | -18.65 |
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
SKF India Indus.80,193
Out
InName Of The CompanyNo Of Shares
Ola Electric23,86,504
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Bharti Airtel | Telecom - Services | 5.92 | 532285 | 109.35 |
| Equity | Eternal Ltd | Retailing | 5.23 | 3037687 | 96.52 |
| Equity | Kotak Mah. Bank | Banks | 5.22 | 458868 | 96.46 |
| Equity | Larsen & Toubro | Construction | 4.77 | 218399 | 88.03 |
| Equity | Reliance Industr | Petroleum Products | 3.62 | 450032 | 66.89 |
| Equity | Amber Enterp. | Consumer Durables | 3.56 | 81788 | 65.72 |
| Equity | M & M | Automobiles | 3.43 | 181652 | 63.34 |
| Equity | Hindalco Inds. | Non - Ferrous Metals | 2.68 | 584396 | 49.54 |
| Equity | Sapphire Foods | Leisure Services | 2.61 | 1688302 | 48.29 |
| Equity | Affle 3i | It - Services | 2.50 | 238924 | 46.12 |
| Equity | Ambuja Cements | Cement & Cement Products | 2.38 | 778529 | 44.01 |
| Equity | PB Fintech. | Financial Technology (Fintech) | 2.26 | 234297 | 41.83 |
| Equity | United Spirits | Beverages | 2.17 | 279909 | 40.06 |
| Equity | HDFC Life Insur. | Insurance | 2.16 | 546537 | 39.99 |
| Equity | Amara Raja Ener. | Auto Components | 2.16 | 397564 | 39.94 |
| Equity | Tata Power Co. | Power | 2.09 | 956556 | 38.73 |
| Equity | Delhivery | Transport Services | 2.09 | 829451 | 38.64 |
| Equity | Jubilant Food. | Leisure Services | 1.95 | 604375 | 36.13 |
| Equity | Bharat Electron | Aerospace & Defense | 1.93 | 836771 | 35.65 |
| Equity | Cyient | It - Services | 1.86 | 296292 | 34.44 |
| Equity | United Breweries | Beverages | 1.83 | 188178 | 33.82 |
| Equity | Kansai Nerolac | Consumer Durables | 1.70 | 1265269 | 31.37 |
| Equity | Dr Lal Pathlabs | Healthcare Services | 1.69 | 99875 | 31.31 |
| Equity | Sona BLW Precis. | Auto Components | 1.59 | 623711 | 29.48 |
| Equity | FSN E-Commerce | Retailing | 1.58 | 1178268 | 29.21 |
| Equity | 360 ONE | Capital Markets | 1.58 | 270142 | 29.19 |
| Equity | Narayana Hrudaya | Healthcare Services | 1.52 | 160489 | 28.20 |
| Equity | Rategain Travel | It - Software | 1.50 | 435856 | 27.81 |
| Equity | Kirl.Pneumatic | Industrial Products | 1.45 | 240195 | 26.86 |
| Equity | ZF Commercial | Auto Components | 1.36 | 20306 | 25.22 |
| Equity | Go Fashion (I) | Retailing | 1.35 | 387376 | 24.95 |
| Equity | Craftsman Auto | Auto Components | 1.33 | 36737 | 24.54 |
| Equity | Prudent Corp. | Capital Markets | 1.30 | 94065 | 24.03 |
| Equity | Greaves Cotton | Industrial Products | 1.26 | 1027189 | 23.42 |
| Equity | Indegene | Healthcare Services | 1.26 | 431551 | 23.27 |
| Equity | SKF India Indus. | Minerals & Mining | 1.17 | 80193 | 21.71 |
| Equity | SJS Enterprises | Auto Components | 1.17 | 133746 | 21.59 |
| Equity | Urban Company | Retailing | 1.16 | 1359085 | 21.43 |
| Equity | KPIT Technologi. | It - Software | 1.10 | 173955 | 20.29 |
| Equity | Tips Music | Entertainment | 1.09 | 380989 | 20.14 |
| Equity | Deepak Nitrite | Chemicals & Petrochemicals | 1.09 | 116569 | 20.14 |
| Equity | SKF India | Auto Components | 0.93 | 80193 | 17.16 |
| Equity | Praj Industries | Industrial Manufacturing | 0.64 | 351237 | 11.85 |
| Equity | Just Dial | Retailing | 0.54 | 130768 | 10.12 |
| Equity | Landmark Cars | Automobiles | 0.04 | 13285 | 0.83 |
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.):
74,005.23
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:
