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Home Mf Research Sundaram Business Cycle Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

SUNDARAM BUSINESS CYCLE FUND - REGULAR PLAN - GROWTH

Equity Equity Sectoral Thematic
Fund House : SUNDARAM MUTUAL FUND
Overview
Returns
Portfolio
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • SI
NAV (as on 2025-06-20)
10.82 1.09%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-13 ₹1,000.00 ₹1,006.91
0.69 %
Two Week 2025-06-05 ₹1,000.00 ₹1,002.63
0.26 %
One Month 2025-05-21 ₹1,000.00 ₹1,014.87
1.49 %
Three Months 2025-03-24 ₹3,000.00 ₹3,101.46
3.38 %
Six Months 2024-12-23 ₹6,000.00 ₹6,282.99
4.72 %
Since Inception 2024-06-25 ₹13,000.00 ₹13,471.40
3.63 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Bharti Airtel Ltd Telecom - Services Equity 5.37
Kotak Mahindra Bank Ltd Banks Equity 4.99
Larsen & Toubro Ltd Construction Equity 4.57
Zomato Ltd Retailing Equity 4.12
Reliance Industries Ltd Petroleum Products Equity 3.88
Amber Enterprises India Ltd Consumer Durables Equity 3.18
Sapphire Foods India Ltd Leisure Services Equity 2.97
Ambuja Cements Ltd Cement & Cement Products Equity 2.45
Affle (India) Ltd It - Services Equity 2.44
HDFC Life Insurance Company Ltd Insurance Equity 2.42
Amara Raja Energy & Mobility Ltd Auto Components Equity 2.33
Jubilant Foodworks Ltd Leisure Services Equity 2.26
PB Fintech Ltd Financial Technology (Fintech) Equity 2.25
Cyient Ltd It - Services Equity 2.09
Tata Motors Ltd Automobiles Equity 2.06
SKF India Ltd Industrial Products Equity 2.04
United Spirits Ltd Beverages Equity 1.94
Hindalco Industries Ltd Non - Ferrous Metals Equity 1.93
Bharat Electronics Ltd Aerospace & Defense Equity 1.83
Delhivery Ltd Transport Services Equity 1.80
Kirlosakar Pneumatic Company Ltd Industrial Products Equity 1.68
TATA Power Company Ltd Power Equity 1.66
Narayana Hrudayalaya Ltd Healthcare Services Equity 1.59
Prudent Corporate Advisory Services Ltd Capital Markets Equity 1.58
Craftsman Automation Ltd Auto Components Equity 1.53
Mahindra & Mahindra Ltd Automobiles Equity 1.46
United Breweries Ltd Beverages Equity 1.44
FSN E–Commerce Ventures Ltd(NYKAA) Retailing Equity 1.36
Crompton Greaves Consumer Electricals Ltd Consumer Durables Equity 1.34
Go Fashion (India ) Ltd Retailing Equity 1.31
Indian Energy Exchange Ltd Capital Markets Equity 1.11
Computer Age Management Services Ltd Capital Markets Equity 1.06
Dr Lal Path Labs Ltd Healthcare Services Equity 1.05
Metropolis Healthcare Ltd Healthcare Services Equity 1.02
Rate Gain Travel Technologies Ltd It - Software Equity 0.99
Deepak Nitrite Ltd Chemicals & Petrochemicals Equity 0.94
Electronics Mart India Ltd Retailing Equity 0.92
S.J.S. Enterprises Ltd Auto Components Equity 0.84
Praj Industries Ltd Industrial Manufacturing Equity 0.81
Bosch Ltd Auto Components Equity 0.80
Graphite India Ltd Industrial Products Equity 0.78
Greaves Cotton Ltd Industrial Products Equity 0.72
Ola Electric Mobility Ltd Automobiles Equity 0.69
Cello World Ltd Consumer Durables Equity 0.59
Just Dial Ltd Retailing Equity 0.43
TREPS - Debt 14.40
Cash and Other Net Current Assets - Cash 0.96
Risk Ratios
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Ratish B Varier (18 years), Bharath S (22 years), Dwijendra Srivastava (22 years), Sandeep Agarwal (), Pathanjali Srinivasan (),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹-
  • Type : equity
Exit load
1% within 1 year; Nil after 1 year

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