Home Mf Research Sundaram Business Cycle Fund Regular Plan Growth

SUNDARAM BUSINESS CYCLE FUND - REGULAR PLAN - GROWTH

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Fund info
NAV (as on 2025-07-18)
11.02 -0.65%
AUM (Fund Size)
47
Expense Ratio
2.02%
Exit load
1% - For redemption or withdrawal by way of SWP within 365 days from the date of allotment; NIL - For redemption or withdrawal by way of SWP after 365 days from the date of allotment; Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.
Risk
Very High Risk
AMC
SUNDARAM MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,001.68
0.17 %
Two Week 2025-07-03 ₹1,000.00 ₹996.69
-0.33 %
One Month 2025-06-18 ₹1,000.00 ₹1,021.33
2.13 %
Three Months 2025-04-21 ₹3,000.00 ₹3,115.37
3.85 %
Six Months 2025-01-20 ₹6,000.00 ₹6,397.70
6.63 %
One Year 2024-07-18 ₹12,000.00 ₹12,748.23
6.24 %
Since Inception 2024-06-25 ₹13,000.00 ₹13,724.00
5.57 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 61%
Debt 14%
Others N/A

Sectors Holding in SUNDARAM BUSINESS CYCLE FUND - REGULAR PLAN - GROWTH

Telecom - Services
5%
Banks
4%
Construction
4%
Retailing
6%
Petroleum Products
3%
Consumer Durables
4%
Leisure Services
4%
Cement & Cement Products
2%
It - Services
4%
Insurance
2%
Auto Components
3%
Financial Technology (Fintech)
2%
Automobiles
3%
Industrial Products
3%
Beverages
2%
Non - Ferrous Metals
1%
Aerospace & Defense
1%
Transport Services
1%
Power
1%
Healthcare Services
3%
Capital Markets
3%
It - Software
0%
Chemicals & Petrochemicals
0%
Industrial Manufacturing
0%
Other
14%

Companies Holding in SUNDARAM BUSINESS CYCLE FUND - REGULAR PLAN - GROWTH

Bharti Airtel Ltd
5.37%
Kotak Mahindra Bank Ltd
4.99%
Larsen & Toubro Ltd
4.57%
Zomato Ltd
4.12%
Reliance Industries Ltd
3.88%
Amber Enterprises India Ltd
3.18%
Sapphire Foods India Ltd
2.97%
Ambuja Cements Ltd
2.45%
Affle (India) Ltd
2.44%
HDFC Life Insurance Company Ltd
2.42%
Amara Raja Energy & Mobility Ltd
2.33%
Jubilant Foodworks Ltd
2.26%
PB Fintech Ltd
2.25%
Cyient Ltd
2.09%
Tata Motors Ltd
2.06%
SKF India Ltd
2.04%
United Spirits Ltd
1.94%
Hindalco Industries Ltd
1.93%
Bharat Electronics Ltd
1.83%
Delhivery Ltd
1.80%
Kirlosakar Pneumatic Company Ltd
1.68%
TATA Power Company Ltd
1.66%
Narayana Hrudayalaya Ltd
1.59%
Prudent Corporate Advisory Services Ltd
1.58%
Craftsman Automation Ltd
1.53%
Mahindra & Mahindra Ltd
1.46%
United Breweries Ltd
1.44%
FSN E–Commerce Ventures Ltd(NYKAA)
1.36%
Crompton Greaves Consumer Electricals Ltd
1.34%
Go Fashion (India ) Ltd
1.31%
Indian Energy Exchange Ltd
1.11%
Computer Age Management Services Ltd
1.06%
Dr Lal Path Labs Ltd
1.05%
Metropolis Healthcare Ltd
1.02%
Rate Gain Travel Technologies Ltd
0.99%
Deepak Nitrite Ltd
0.94%
Electronics Mart India Ltd
0.92%
S.J.S. Enterprises Ltd
0.84%
Praj Industries Ltd
0.81%
Bosch Ltd
0.80%
Graphite India Ltd
0.78%
Greaves Cotton Ltd
0.72%
Ola Electric Mobility Ltd
0.69%
Cello World Ltd
0.59%
Just Dial Ltd
0.43%
TREPS
14.40%
Cash And Other Net Current Assets
0.96%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

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.

Risk-O-Meter

Investors understand that their principal will be at
Very High Risk

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
2.02
Expense Ratio Direct
0.43
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Ratish B Varier
18 years Experience
Bharath S
22 years Experience
Dwijendra Srivastava
22 years Experience
Sandeep Agarwal
Experience
Pathanjali Srinivasan
Experience

Exit load

1% - For redemption or withdrawal by way of SWP within 365 days from the date of allotment; NIL - For redemption or withdrawal by way of SWP after 365 days from the date of allotment; Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.

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